Arthur Stein, is a Certified Financial Planner® with more than 23 years of experience in  investment management and financial planning. He has published 22 articles and frequently speaks to professional and consumer groups. Arthur is an Adjunct Professor at Montgomery College, where he teaches courses for adults about investing and financial planning.

Before launching his career in financial planning, Arthur operated the foreign aid program for the Government of Botswana and served as the first full-time staff economist for the Ways and Means Committee of the US House of Representatives. He also taught at Murdoch University, in Australia, and ran his own business. He earned a bachelors degree in economics at Tulane University and a master's degree in International Economics at Johns Hopkins University School of Advanced International Studies.

Advising the Washington, DC Metro Area

Arthur's clients are concentrated in the Washington, DC area, including Bethesda, Potomac, DC and Northern Virginia. Arthur is a member and former board member of the Financial Planning Association of the National Capital Area.

Family Life

When Arthur’s not in the office creating financial blueprints, he leads an active lifestyle with his family. He enjoys spending time with his wife, children and adorable granddaughter. You can find him trying to avoid sand traps, taking photographs and attending plays and movies. An avid traveler, he's always ready for a new adventure.

Paul Cusumano is the firm’s Portfolio Manager and Investment Analyst.
 
Paul holds the Chartered Financial Analyst® designation (CFA®). Earning the CFA® charter is a highly selective process. Fewer than one in five candidates become a CFA charterholder. It takes an average of 1,000+ hours of rigorous study, along with four years of professional experience and successful completion of the CFA® Program exam, to earn the distinction of being called a Chartered Financial Analyst®. All CFA charterholders are required to annually attest to their compliance with the CFA Institute Code of Ethics and Standards of Professional Conduct.
 
Prior to joining Arthur Stein Financial he worked for four years at Morgan Stanley and four years at Point72 Asset Management.
 
Paul earned a B.S. in Finance from the University of Maryland and was named to the University’s top 30 under 30 professionals in 2019.
 
Outside of the office, Paul enjoys sports, American history, fishing, traveling, and playing the guitar.