Steven Jafarzadeh, CAIA

Steven Jafarzadeh, CAIA, has extensive work experience in the finance industry. Steven started their career at Morgan Stanley in 1998, where they worked as a Senior Sales Associate and Restricted Securities Operational Specialist until 2001. Steven then joined Woodbridge Capital Partners, LLC as a Trading Surveillance and Compliance Manager from 2001 to 2004.

In 2004, Steven moved to AGB Securities LLC and held the position of Director of Equity Trading until 2006. Steven then joined Stonehaven LLC in 2007 and currently serves as the CCO & Partner. Stonehaven is a global capital raising FinTech platform that connects investment opportunities with sophisticated investors.

Steven Jafarzadeh, CAIA, has a diverse education history. Steven pursued Economics at the University of Vermont, although the specific dates are unknown. Later, they enrolled at the University of Phoenix and obtained a Bachelor of Science degree in Business Management. In 1988, they attended the Delbarton School for an unknown academic program.

In terms of certifications, Steven earned the CAIA (Chartered Alternative Investment Analyst) certification in March 2013 from the CAIA Association. Additionally, they have several certifications related to the financial industry, such as Series 7, 14, 24, 31, 55, 57, 63, 79, and 99. The institutions that awarded these certifications are FINRA (Financial Industry Regulatory Authority) and The Wharton School for the Certified Regulatory Compliance Professional certification. However, the specific dates of obtaining these certifications are not provided.