Stephen Dean

Stephen Dean, CFA, is the Chief Investment Officer at Compound Planning, a $2.5 billion digital family office and tech-enabled RIA based in California. In this role, he leads the investment team, overseeing the development and implementation of both public and private model investment portfolios, with a focus on serving institutional and wealth advisor clients. Dean manages diversified strategies across public equities, fixed income, and alternative investments, and is recognized for his expertise in asset allocation, risk management, and behavioral finance.

Dean's career spans over three decades, including senior positions at AXA Investment Managers, where he was involved in research, investment modeling, and global product strategy, notably within quantitative equity management for large endowments and pension plans. Early in his career, he contributed to economic research at both the Federal Reserve Bank of San Francisco and the Federal Reserve Bank of New York, further grounding his analytical and macroeconomic skill set.

He holds an MBA in Finance from the University of California, Berkeley (Haas School of Business) and a BA in Economics from Hamilton College, and is a Chartered Financial Analyst (CFA). Throughout his career, Stephen Dean has been known for integrating economic theory with real-world portfolio strategies, making notable contributions to the advancement of institutional investment and quantitative research in asset management.