Stein joined FBB Capital Partners in 2003. Prior to joining FBB, Stein served as Vice President and Financial Consultant at Charles Schwab & Company in Annapolis, Maryland. While at Schwab, he advised high net worth clients on formulating and executing their investment strategies. In addition to his career at Schwab, Stein worked as a Financial Planner for American Express Financial Advisors where he focused on developing comprehensive financial plans for his clients.

He is an Accredited Asset Management Specialist and Chartered Mutual Fund Counselor. He received his BS degree in Finance from Salisbury University, Perdue School of Business.

Stein lives in Easton, Maryland with his wife Beth, and their children, Lucy and Chase. An Easton native, he opened the FBB Capital Partners office in Easton in 2003 when he joined the firm.