Larry Stein, CEO, is the author of Value Investing, a book published in 1987 by John Wiley with worldwide distribution. A veteran of the financial services industry for over 30 years, he most recently headed the investment management arm for two boutique firms. Focused on high net worth clients planning for or in retirement, Larry takes a disciplined approach toward achieving their financial objectives and mitigating portfolio downside risk.
He graduated with a BS in Accountancy from the University of Illinois and a MS in Taxation from DePaul. Larry lives in the northern suburbs of Chicago with his wife and children. He is currently the President of The Board of Jewish Education and is on the Investment Committee of the Keshet organization.
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Disciplined Investment Management, LLC
500 Lake Cook Road, Suite 350
Deerfield, IL 60015
847-602-6485
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Copyright 2010 Disciplined Investment Management, LLC
All Rights Reserved.
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