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Financial Poise Weekly Rundown

Note: Episodes 1-74 were produced under the name “Accredited Investor Markets Radio”. We changed the name to “Financial Poise Radio” starting with Episode 75.

Mar 6, 2015

Learn about how to find great (and safe) investment opportunities this week in Episode 26 of Accredited Investor Markets Radio. Andrew Stephenson of CrowdCheck and Alicia Purdy, Managing Editor of Accredited Investor Markets, examine together different methods for deal sourcing, including bulletin board listings, general ads, and using broker-dealers.  They discuss what to look for before you invest, including assessing the credibility of deals and dealers and avoiding fraud. 


You can learn more about Andrew Stephenson and CrowdCheck here.


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About Andrew Stephenson


Andrew D. Stephenson, Director of Research Operations and Client Services for CrowdCheck, has a wealth of experience assisting broker-dealers and online funding platforms with objective due diligence on listed and promoted companies offering securities. Since joining CrowdCheck in January 2013, Andrew has worked with a number of funding portals and identified significant oversights and issues with their issuer companies—including defective corporate governance and material inconsistencies and misstatements in offering materials. Andrew works with CrowdCheck’s team of researchers to develop best practices for efficient and effective due diligence for small, online securities offerings.


Prior to joining CrowdCheck, Andrew was involved with evaluating internal company communications and reports as part of complex civil litigation matters. Andrew has also worked for the United States Congress. While there, Andrew evaluated and drafted policy on a range of issue areas.


Andrew received his B.A. from Claremont McKenna College and graduated, cum laude, from the University of California, Hastings College of the Law. During law school, Andrew served as Executive Articles Editor for the Hastings Business Law Journal, as an intern with Promontory Financial Group, and as a law clerk with a small law firm in Washington, DC. Andrew is a member of the State Bar of California and the District of Columbia Bar. Andrew is also a happy husband, new father, San Francisco Giants fan, and music lover.