Mr. Stern is responsible for the coordination of the firm’s research and risk management processes, and is our primary equity trader. He is responsible for the firm’s in-house investment research as well as management of our outside research partner’s analyses. In addition, Mr. Stern handles the bulk of our Active Risk Management process, which includes asset allocation, sector management and stop-loss management. Mr. Stern also takes the lead role in regard to Main Street’s technology systems, including real-time security pricing, automated trading, portfolio management and worldwide web systems. Additionally, Mr. Stern is involved with client services on a day-to-day basis.
Prior to joining Main Street Research, Mr. Stern served as Web Operations Manager for a large west coast corporation. He is a graduate of the University of California, Santa Barbara.