Jeffrey Stein

Director/Board Member at

SCM Insurance Services, Inc.

Finance

Consumer Services

Profile

Jeffrey S.
Stein currently works at Warburg Pincus LLC, as Managing Director from 2018, SCM Insurance Services, Inc., as Director, Facet Wealth, Inc., as Director, Foundation Risk Partners Corp., as Director, FRP Investors LP, as Director, Fetch, Inc., as Board Member from 2019, Kestra Financial, Inc., as Board Member from 2019, and Edelman Financial Engines LLC, as Board Member from 2021.
Mr. Stein also formerly worked at Fortegra Financial Corp., as Board Member.
Mr. Stein received his undergraduate degree in 2003 from The Wharton School of the University of Pennsylvania.

Jeffrey Stein active positions

Companies	Position	Start
Warburg Pincus LLC Warburg Pincus LLC Investment ManagersFinance Warburg Pincus invests in companies located across the globe. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions.	Private Equity Investor	01/03/2006
SCM Insurance Services, Inc. SCM Insurance Services, Inc. Insurance Brokers/ServicesFinance Provides claims, risk management and brokerage services	Director/Board Member	-
Facet Wealth, Inc. Facet Wealth, Inc. Investment ManagersFinance Provides financial planning and advisory services	Director/Board Member	-
Foundation Risk Partners Corp. Foundation Risk Partners Corp. Insurance Brokers/ServicesFinance Provides insurance brokerage and consulting services	Director/Board Member	-
FRP Investors LP FRP Investors LP Insurance Brokers/ServicesFinance Provides insurance services	Director/Board Member	-
Edelman Financial Engines LLC Edelman Financial Engines LLC Investment ManagersFinance Provides wealth planning and investment advisory services	Director/Board Member	01/06/2021
Fetch, Inc. Fetch, Inc. Multi-Line InsuranceFinance Operates as a pet insurance and health company	Director/Board Member	01/10/2019
Kestra Financial, Inc. Kestra Financial, Inc. Investment ManagersFinance Provides individuals and families wealth planning services	Director/Board Member	01/06/2019

All active positions of Jeffrey Stein

Former positions of Jeffrey Stein

Companies	Position	End
FORTEGRA FINANCIAL CORP	Director/Board Member	-

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Linked companies

Private companies	10
Warburg Pincus LLC Warburg Pincus LLC Investment ManagersFinance Warburg Pincus invests in companies located across the globe. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions.	Finance
Fetch, Inc. Fetch, Inc. Multi-Line InsuranceFinance Operates as a pet insurance and health company	Finance
Fortegra Financial Corp. Fortegra Financial Corp. Multi-Line InsuranceFinance Provides health, automotive and credit protection insurance services	Finance
SCM Insurance Services, Inc. SCM Insurance Services, Inc. Insurance Brokers/ServicesFinance Provides claims, risk management and brokerage services	Finance
Kestra Financial, Inc. Kestra Financial, Inc. Investment ManagersFinance Provides individuals and families wealth planning services	Finance
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Facet Wealth, Inc. Facet Wealth, Inc. Investment ManagersFinance Provides financial planning and advisory services	Finance
Edelman Financial Engines LLC Edelman Financial Engines LLC Investment ManagersFinance Provides wealth planning and investment advisory services	Finance
Foundation Risk Partners Corp. Foundation Risk Partners Corp. Insurance Brokers/ServicesFinance Provides insurance brokerage and consulting services	Finance
FRP Investors LP FRP Investors LP Insurance Brokers/ServicesFinance Provides insurance services	Finance