Over the years, Jon Stein dreamed of becoming a journalist, a doctor, an art dealer, a rock star and even president of the United States.
“I don’t think I’d make a great president,” he says, “but I do think I would be interested in ways to make people’s lives better.”
Long before Stein reached age 35, the legal minimum for being elected president, he found his calling — right after he learned some lessons about the private wealth market. After opening several brokerage accounts to invest his money, he was chagrined to find mutual fund companies’ persistent advice was to buy their funds, while brokers beseeched him to trade, trade, trade.