Tamara Stein

Tamara M. Stein

Managing Director

Tamara Stein is a Managing Director at The Feinberg Stein Group. With 15 years of wealth management experience, she serves as the team’s Portfolio Manager, Wealth Advisor and Financial Planning Specialist.

Tamara’s primary focuses are to work with investors to help accumulate, preserve and transfer wealth. She develops personalized, wealth management and allocation strategies for clients to help them achieve their long-term financial goals.

Prior to joining Hightower, Tamara began her career working with Joe in 1996 and held the title of Financial Advisor Portfolio Manager, F.P.S. at Morgan Stanley in Los Angeles and Chicago.

Tamara earned her Bachelor of the Arts degree of American Literature and Culture from the University of California, Los Angeles.

She holds the General Securities Representative Examination (Series 7), Uniform Securities Agent State Law Examination (Series 65), Life and Variable Insurance Exams and Professional Certifications in: Addressing Your Fiduciary Responsibilities, Asset Allocation Concepts, Structured Investments, Money Laundering - How to Detect, Prevent and Report, 401k, 403b, and other Retirement Planning.

A relationship with Feinberg Stein begins with a conversation.


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