Mr. Stein is the Chairman of FSI Group, LLC. He is also a founder of FSI and serves as co-portfolio manager of FSI’s long/short equity hedge fund and private equity strategies. Mr. Stein served as a director on various public and private bank boards from 1989-2009, and is a founder of Trapeza Capital Management, LLC, a provider of capital to community-based financial institutions. Prior to founding FSI, Mr. Stein was a founder and President of the Belvedere Corporation, a developer and manager of commercial real estate properties and hotels. Prior to Belvedere, Mr. Stein was a Partner at Taft, Stettinius & Hollister LLP, an Ohio-based law firm.
Mr. Stein received his J.D., magna cum laude, from the Harvard Law School in 1978 and a Bachelor of Arts in Mathematics, summa cum laude, from Williams College in 1975.
John Stein, CFA
Mr. Stein is the President of FSI Group, LLC. He is also a founder of FSI and serves as co-portfolio manager of FSI’s long/short equity hedge fund and private equity strategies. Mr. Stein served as a director on various public and private bank boards from 1998 through 2010, and is a founder of Trapeza Capital Management, LLC, a provider of capital to community-based financial institutions. Prior to founding FSI, Mr. Stein served as a Vice President and Portfolio Manager in the Market Risk Analytics Group of Bankers Trust Company, and as a Commercial and Investment Banking Consultant in the Financial Services Strategy practice of The MAC Group/Gemini Consulting.
Mr. Stein received his Bachelor of Arts in Public Policy from the University of Chicago in 1988. He is a Chartered Financial Analyst.
Head of Operations, General Counsel, Chief Compliance Officer
Mr. Croog joined FSI in 1998 and is responsible for operations, administration, legal affairs and compliance. Prior to joining the firm, Mr. Croog practiced investment management, corporate and securities law with Taft, Stettinius & Hollister LLP.
Mr. Croog received his Bachelor of Arts, cum laude, from Yale College in 1990 and his J.D. from the University of Pennsylvania Law School in 1994.
Campbell Chaney, CFA
Mr. Chaney joined FSI Group West in 2007. Based in San Francisco, he focuses on private equity transactions in the western United States. Previously, Mr. Chaney was employed by Sanders Morris Harris. As a Senior Vice President, he was responsible for equity research coverage of western banks, specialty finance, and capital markets companies. Prior to 2002, he was Managing Director and Director of Research at Sutro & Co. before its acquisition by Dain Rauscher. Mr. Chaney has spent over 20 years researching banks and thrifts located throughout the western United States. From 1985-1989, Mr. Chaney was a bank examiner with the Federal Reserve Bank of San Francisco where he performed on-site safety and soundness examinations of major West Coast bank holding companies and their subsidiaries. In May 2004, Mr. Chaney was named to the Wall Street Journal’s, “Best on the Street” poll as a top stock picker in the commercial banks and S&L’s category.
Mr. Chaney received his Bachelor of Business Administration from Principia College in Illinois and an MBA from the Thunderbird School of Global Management in Glendale, Arizona. He is a Chartered Financial Analyst and a member of the Security Analysts Society of San Francisco and the Institute of Chartered Financial Analysts.
Blaise Hils, CMT
Mr. Hils joined FSI Group in 1996 and is responsible for the firm’s trading operations, including trade execution, reporting, analysis, and systems management. Mr. Hils oversees brokered transactions as well as trading over electronic communications networks.
Mr. Hils received a Bachelor of Business Administration from Thomas More College in 1989. He is a Chartered Market Technician.
Mr. Stein joined FSI Group in 2003. Mr. Stein has served in various analytical and strategic roles at FSI and its affiliated asset management businesses, most recently as Managing Director responsible for public and privately traded equity investments and strategy. Mr. Stein began his career in the Financial Institutions Group of the Mergers, Acquisitions & Restructuring Department of Morgan Stanley & Co. in New York City.
Mr. Stein received his Bachelor of Arts in History from Williams College in 2002.
Mr. Young joined FSI Group in 2007 as a Vice President and focuses on public debt and equity investments for FSI Group. He was formerly a Municipal Bond Analyst and Corporate Credit Analyst for the Ohio Casualty Insurance Company. At Ohio Casualty, Mr. Young was responsible for trading and providing credit research for the $1.4 billion municipal portfolio and $1.5 billion corporate credit portfolio.
Mr. Young received his Bachelor of Science in Finance from the Miami University in 1999.
Ms. Obbie joined FSI Group in 2006 as an Accounts Payable and Financial Reporting Accountant. Prior to joining the firm, Ms. Obbie was employed in the Finance Division at Blue Cross and Blue Shield of the Rochester Area.
Ms. Taylor joined FSI Group in 2011 as a Financial Reporting Accountant and has primary responsibility for day-to-day hedge fund reporting and reconciliation. Prior to joining FSI Group, she was an Accountant at Healthcare Waste Solutions and prior to that worked in various areas of commercial leasing at PNC Bank.
Ms. Taylor received her Bachelor of Arts in Accounting from Georgia State University in 1994.
Ms. Stanton joined FSI Group in 2006. She graduated, cum laude, in 2007 from the University of Cincinnati with a B.A. in Organizational Leadership. Prior to joining FSI Group, Ms. Stanton was employed by Mercy Health Partners.
Managing Director, Marketing & Investor Relations
Mr. Preston joined FSI Group in 2011 and is responsible for firm’s sales and marketing efforts. Prior to joining the firm, Mr. Preston was a Managing Director with Cole Partners for ten years where he managed the marketing and sales efforts for a variety of hedge fund managers. Prior to Cole Partners, Mr. Preston held positions as a proprietary derivatives trader and programmer, a senior financial consultant and a fixed income trader. Mark began his career on the Treasury Bond futures desk for Cargill Investor Services at the Chicago Board of Trade.
Mr. Preston received his Bachelor of Business Administration in Finance and Marketing from the University of Wisconsin.
Ms. Stanfield joined FSI Group in 1997. She is Executive Assistant to Steven Stein and John Stein. Prior to joining the firm, Ms. Stanfield was employed in the Midwest Payment Systems division of Fifth Third Bancorp.