Steve Dean

Chief Investment Officer at Atomi Financial Group, Inc.

Finance

Consumer Services

Profile

Stephen Odell Dean is currently the Chief Investment Officer at Atomi Financial Group, Inc. He previously worked at AXA Rosenberg Investment Management LLC as the Head of Markets & Strategy from 1995 to 2020, and at Claraphi Advisory Network LLC as the Chief Investment Officer from 2021 to 2022.
He received his undergraduate degree from Hamilton College (New York) in 1985 and his MBA from the University of California, Berkeley.

Steve Dean active positions

Companies	Position	Start
Atomi Financial Group, Inc. Atomi Financial Group, Inc. Investment ManagersFinance Atomi Financial Group, Inc. provides investment advice. The company is based in Irvine, CA. Christian Gwilym Benedict Haigh has been the CEO of the company since 2022.	Chief Investment Officer	2022-07-31

All active positions of Steve Dean

Former positions of Steve Dean

Companies	Position	End
Claraphi Advisory Network LLC Claraphi Advisory Network LLC Investment ManagersFinance ClaraPHI Advisory Network LLC (ClaraPHI) is a SEC-registered investment advisor headquartered in Aliso Viejo, California. The firm was founded by Pierre T. Gallant and is a wholly owned subsidiary of Pomegranate Holdings LLC, which is owned by Tradability LLC. ClaraPHI offers a variety of investment advisory and related financial services to individuals, high net-worth individuals, families, business owners and corporations.	Chief Investment Officer	2022-07-31
AXA Rosenberg Investment Management LLC AXA Rosenberg Investment Management LLC Investment ManagersFinance AXA Rosenberg Investment Management LLC (AXA Rosenberg IM) is a registered investment advisor headquartered in Orinda, California. The firm was founded by Barr Rosenberg in 1985 and is a direct, wholly-owned subsidiary AXA Investment Managers US Holdings, Inc., ultimately held by AXA SA (EPA: CS) in France. AXA Rosenberg IM provides investment management services to US, Canadian and Latin American institutional investors invested through segregated mandates or pooled funds. They also provide portfolio management and trading activities for equity investments in North and South America on behalf of their clients and affiliated Advisers.	Market Strategist	2020-02-29

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Training of Steve Dean

Hamilton College (New York)	Undergraduate Degree
University of California, Berkeley	Masters Business Admin

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Linked companies

Private companies	3
AXA Rosenberg Investment Management LLC AXA Rosenberg Investment Management LLC Investment ManagersFinance AXA Rosenberg Investment Management LLC (AXA Rosenberg IM) is a registered investment advisor headquartered in Orinda, California. The firm was founded by Barr Rosenberg in 1985 and is a direct, wholly-owned subsidiary AXA Investment Managers US Holdings, Inc., ultimately held by AXA SA (EPA: CS) in France. AXA Rosenberg IM provides investment management services to US, Canadian and Latin American institutional investors invested through segregated mandates or pooled funds. They also provide portfolio management and trading activities for equity investments in North and South America on behalf of their clients and affiliated Advisers.	Finance
Claraphi Advisory Network LLC Claraphi Advisory Network LLC Investment ManagersFinance ClaraPHI Advisory Network LLC (ClaraPHI) is a SEC-registered investment advisor headquartered in Aliso Viejo, California. The firm was founded by Pierre T. Gallant and is a wholly owned subsidiary of Pomegranate Holdings LLC, which is owned by Tradability LLC. ClaraPHI offers a variety of investment advisory and related financial services to individuals, high net-worth individuals, families, business owners and corporations.	Finance
Atomi Financial Group, Inc. Atomi Financial Group, Inc. Investment ManagersFinance Atomi Financial Group, Inc. provides investment advice. The company is based in Irvine, CA. Christian Gwilym Benedict Haigh has been the CEO of the company since 2022.	Finance

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