Stephen Klein, Cfa
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Stephen Klein, Cfa Email & Phone Number

Associate, Research - Investment Analytics and Data at Dimensional Fund Advisors
Location: Austin, Texas Metropolitan Area, United States 6 work roles 2 schools
1 work email found @dimensional.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@dimensional.com
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Current company
Dimensional Fund Advisors
Role
Associate, Research - Investment Analytics and Data
Location
Austin, Texas Metropolitan Area, United States
Company size
1743 employees

Who is Stephen Klein, Cfa? Overview

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Quick answer

Stephen Klein, Cfa is listed as Associate, Research - Investment Analytics and Data at Dimensional Fund Advisors, a company with 1743 employees, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at dimensional.com and a matched LinkedIn profile for Stephen Klein, Cfa.

Stephen Klein, Cfa previously worked as Associate, Research - Investment Analytics & Data at Dimensional Fund Advisors and Analyst, Research - Investment Analytics and Data at Dimensional Fund Advisors. Stephen Klein, Cfa holds Bachelor Of Science - Bs, Finance, Business from Arizona State University, W. P. Carey School Of Business.

Company email context

Email format at Dimensional Fund Advisors

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*@dimensional.com
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Profile bio

About Stephen Klein, Cfa

Stephen Klein, Cfa is a Associate, Research - Investment Analytics and Data at Dimensional Fund Advisors. He possess expertise in finance, corporate finance, powerpoint, microsoft office, microsoft excel and 9 more skills.

Listed skills include Finance, Corporate Finance, Powerpoint, Microsoft Office, and 10 others.

Current workplace

Stephen Klein, Cfa's current company

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Dimensional Fund Advisors
Dimensional Fund Advisors
Associate, Research - Investment Analytics and Data
Austin, TX, US
Website
dimensional.com
Employees
1743
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Company profile
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6 roles

Stephen Klein, Cfa work experience

A career timeline built from the work history available for this profile.

Analytics Consultant

Factset

Austin, Texas Area

-Supports clients in the use of the analytic and quantitative analysis product suites by creating custom FactSet models, screens, and spreadsheets. -Utilizes the Portfolio Analysis Application to create and interpret reports that display the asset allocation, characteristics, and performance attribution of client portfolios. -Combines a thorough.

Jun 2016 - Mar 2018

Oadp Summer Analyst

Jpmorgan Chase & Co.

Phoenix, Arizona

-Lead in creating and presenting a Flow Chart on the process of a loan in default with a team of interns.-Requested the generation of a new report needed to provide data that will be used to calculate performance metrics. -Developed informational guides outlining the new performance metrics and how they are utilized. -New metrics lead to an increase in.

Apr 2015 - Aug 2015

Wealth Management Intern

Integrated Wealth Management`

Scottsdale, AZ

-Prepared Holding by Investor and Portfolio Summary reports for client meetings.-Created Cash Flow statements using Excel for Financial Advisers to present to clients.-Reorganized client files and implemented an online document database as part of a firm-wide paperless initiative.-Awarded bonus for excellent performance.

May 2014 - Aug 2014
Team & coworkers

Colleagues at Dimensional Fund Advisors

Other employees you can reach at dimensional.com. View company contacts for 1743 employees →

CR Chris Rink Chris Rink Colleague at Dimensional Fund Advisors Austin, Texas, United States, United States View → DG Daniel Griffiths Daniel Griffiths Colleague at Dimensional Fund Advisors South Croydon, England, United Kingdom, United Kingdom View → MM Michael Mammes, Crps® Michael Mammes, Crps® Colleague at Dimensional Fund Advisors Charlotte, North Carolina, United States, United States View → DF Diego Flores Diego Flores Colleague at Dimensional Fund Advisors Austin, Texas, United States, United States View → JH Joe Hohn Joe Hohn Colleague at Dimensional Fund Advisors Austin, Texas, United States, United States View → LP Lisa Pettett Lisa Pettett Colleague at Dimensional Fund Advisors Los Angeles, California, United States, United States View → LT Le Tran Le Tran Colleague at Dimensional Fund Advisors Santa Monica, California, United States, United States View → KT Kyle Thompson Kyle Thompson Colleague at Dimensional Fund Advisors Austin, Texas, United States, United States View → EL Ethan Lam Ethan Lam Colleague at Dimensional Fund Advisors Los Angeles, California, United States, United States View → JW Joshua Weinbach Joshua Weinbach Colleague at Dimensional Fund Advisors Charlotte, North Carolina, United States, United States View →
2 education records

Stephen Klein, Cfa education

Education record

Desert Vista High School

Activities and Societies: Varsity Basketball Team (captain), National Honors Society, Feed the Poor, Food Drive VolunteerGraduated with.

FAQ

Frequently asked questions about Stephen Klein, Cfa

Quick answers generated from the profile data available on this page.

What company does Stephen Klein, Cfa work for?

Stephen Klein, Cfa works for Dimensional Fund Advisors.

What is Stephen Klein, Cfa's role at Dimensional Fund Advisors?

Stephen Klein, Cfa is listed as Associate, Research - Investment Analytics and Data at Dimensional Fund Advisors.

What is Stephen Klein, Cfa's email address?

AeroLeads has found 1 work email signal at @dimensional.com for Stephen Klein, Cfa at Dimensional Fund Advisors.

Where is Stephen Klein, Cfa based?

Stephen Klein, Cfa is based in Austin, Texas Metropolitan Area, United States while working with Dimensional Fund Advisors.

What companies has Stephen Klein, Cfa worked for?

Stephen Klein, Cfa has worked for Dimensional Fund Advisors, Factset, Jpmorgan Chase & Co., and Integrated Wealth Management`.

Who are Stephen Klein, Cfa's colleagues at Dimensional Fund Advisors?

Stephen Klein, Cfa's colleagues at Dimensional Fund Advisors include Chris Rink, Daniel Griffiths, Michael Mammes, Crps®, Diego Flores, and Joe Hohn.

How can I contact Stephen Klein, Cfa?

You can use AeroLeads to view verified contact signals for Stephen Klein, Cfa at Dimensional Fund Advisors, including work email, phone, and LinkedIn data when available.

What schools did Stephen Klein, Cfa attend?

Stephen Klein, Cfa holds Bachelor Of Science - Bs, Finance, Business from Arizona State University, W. P. Carey School Of Business.

What skills is Stephen Klein, Cfa known for?

Stephen Klein, Cfa is listed with skills including Finance, Corporate Finance, Powerpoint, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Modeling, and Valuation.

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