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John Stein

Chief Marketing Officer at Voloridge Investment Management

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

John Stein is Chief Marketing Officer of Voloridge Investment Management, LLC, a Jupiter investment adviser.

Role at Voloridge Investment Management

Title on Schedule A
Chief Marketing Officer
Control
John Stein is a control person of Voloridge Investment Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
John Stein has held the filed role since September 2023.

The firm

Voloridge Investment Management, LLC
Jupiter, FL

Form ADV filed 30 March 2026

$36.2B AUM5 clients14 advisers1 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for John Stein is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
John Stein
CRD
2942154
Firm
Voloridge Investment Management, LLC
Record basis
Form ADV officer listing
Firm bio
voloridge.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

John Stein serves as Voloridge’s Chief Marketing Officer, overseeing business development, investor relations, recruiting, and employee engagement. Official firm biography

Education

Credentials and memberships

Common questions

Where does John Stein work?

John Stein has been Chief Marketing Officer of Voloridge Investment Management, LLC since September 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Is John Stein a CFA charterholder?

Voloridge Investment Management lists John Stein with the CFA credential (“Chartered Financial Analyst designation”) on its website. CFA Institute confirms certification status.

Source: Official firm biography

Leadership at Voloridge Investment Management

  • David Vogel
    Manager, Chief Executive Officer, and Chief Scientist
  • Barry Miller
    Manager and President
  • Kimberly Johnson
    Chief Financial Officer
  • Trevor Bowes
    Chief Operating Officer
  • Kathleen Keating
    Chief Compliance Officer and Assistant General Counsel
  • Howard Haney
    Chief Technology Officer
  • Kevin Jacobs
    Chief Investment Officer
  • Mark Kamp
    General Counsel
  • Regan Thompson
    Chief Administrative Officer

Sources

  1. IAPD individual lookup, CRD 2942154. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Voloridge Investment Management, LLC, filed 30 March 2026. Title, control and ownership bands.
  3. Voloridge Investment Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with John Stein or Voloridge Investment Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.