Najim Mostamand, CFA

Senior Analyst


Najim is a senior analyst at Liolios, mainly responsible for interfacing with clients in the technology and financial services vertical and ensuring their strategic messaging is consistent with investor expectations. He handles messaging and institutional outreach for several Liolios clients, including Airgain, Clearfield, GlobalScape, and Zix.

Prior to joining Liolios, Najim was a freelance investment writer, crafting creative content for financial blogs. Before that, he served as a Financial Advisor at Morgan Stanley, where he catered personal wealth solutions to medium-income families and high-net-worth physicians.


Najim lives with his family at Lake Mission Viejo, where the serene Saddleback Mountains can be seen gleaming across the idyllic waters. Having an incurable desire to learn, Najim is always looking to discover something new—whether in a book, a meeting, or a hang-out. He loves to read and write, travel the world, and experience new things...if he’s not absorbed by watching soccer, and rooting for his favorite team: Manchester United.

Milestones & Tidbits

  • Passed Levels I & II of the Chartered Financial Analyst (CFA) Program on first attempts
  • Studied Creative Writing at Oxford University
  • Wrote and published first book at the age of 21
  • Traveled to over 25 countries in the world


BS, Business Administration, Paul Merage School of Business at the University of California, Irvine Chartered Financial Analyst


"Be open to everything, be attached to nothing."

Save the Date for Our 7th Annual Gateway Conference

September 5-6, 2018 – Four Seasons San Francisco