Adam Refai

Adam Refai has work experience as an Investment Banking Analyst at Harris Williams starting in June 2023. Prior to that, they worked as an Investment Banking Summer Analyst at Stifel Financial Corp. for two months in June and July 2022. Adam also served as a Hedge Fund Summer Analyst at Affinity Asset Advisors from June to August 2021.

Adam Refai attended the UVA McIntire School of Commerce, where they pursued a Bachelor of Science degree in Commerce with a focus on Finance, Management, and Global Commerce. The specific years of their enrollment are not provided. In addition to their academic qualifications, Adam has obtained several certifications related to the securities industry. In May 2023, they obtained the SIE (Securities Industry Essentials) certification from FINRA. Following this, in June 2023, they obtained the Series 63 certification (Uniform Securities Agent), also from FINRA. Lastly, in July 2023, Adam acquired the Series 79 certification (Investment Banking Representative) from FINRA.