Chet Stephens

Vice President, worked with 5B Investments early in his career returning in November, 2015. His duties at 5B comprise a wide range of work assignments that include data collection, quantitative analysis, report design, report drafting, and preparation of various materials for financial institution presentations.

He was able to create over 450 unique financial plans for various clients through the Wealth Management division of Morgan Stanley with over $1 billion of assets total by strategically planning and utilizing eight investment strategies based on predictive analytics and market research to match client risk tolerance, liquidity needs, and investment horizon.



Chet earned a Bachelor’s degree from the University of Pennsylvania majoring in Philosophy, Politics, and Economics- Concentrating in Choice and Behavior. Continuing his education, Chet completed the graduate Edge program in Business at Columbia University’s partner Columbia Business School.