Arthur Stein, is a Certified Financial Planner® with more than 29 years of experience in investment management and financial planning. He helps clients establish and achieve their financial goals. Arthur and the firm limit the number of clients served, to provide the highest quality of personal service.

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. However, now that Zoom and other technologies makes it easy to work with clients anywhere in the U.S., he now serves clients in California, Delaware, Florida, New Jersey, Oregon and Texas. The firm welcomes inquiries from any where in the U.S. or abroad.

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 granddaughters. He is also passionate about Pickleball, photography, 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.

Franki Brown of Xion Consulting, LLC serves as Chief Compliance Officer for ASF. Franki founded Xion in 2017 after 30 years of compliance work with investment advisers. Xion provides compliance consulting services and Chief Compliance Officer services to registered investment advisors and various types of investment funds. Xion is highly skilled in the standards and rules that are applicable to firms such as ASF.

Franki previously spent thirty years working in the capacity of Compliance Analyst, Compliance Officer and Chief Compliance Officer at major private equity, hedge funds and real estate advisory firms in the Midtown, New York City area. Franki has previously managed a compliance program for a $10B private equity fund advisor located on Park Avenue in New York City

Franki resides in the Northern New Jersey area with her husband and her son. She enjoys traveling and movie nights with her family.