Najim Mostamand, CFA



Najim is a director 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, while providing high-level consulting on capital markets and strategic positioning.

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 in the rustic and serene community of Coto de Caza. He loves to read, invest, work out, and explore new places and experiences...that is, if he’s not absorbed by watching soccer, and rooting for his favorite team: Manchester United.

Milestones & Tidbits

  • Passed all three levels of the Chartered Financial Analyst (CFA) Program on the first attempt
  • 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 8th Annual Gateway Conference

September 4-5, 2019 – Four Seasons San Francisco