Andrew Stephenson, Author at Financial Poise

All Articles by Andrew Stephenson

Op Ed: Know your online securities intermediary (or lack thereof)

November 19, 2014 /
Investors /
By Andrew Stephenson

Tags: Accredited Investors, Alternative Assets, Investing, Personal Finance & Investment,

The market for online alternative investments has been growing at a steady pace the past few years. Issuers of private placements have realized that they have the opportunity to reach a larger number of accredited investors by using third-party internet platforms. As an investor, it is important to know what distinguishes each type of platform out there, and what to watch out for when considering an online alternative investment.

Andrew D. Stephenson, VP of Product Management and Strategy for CrowdCheck, has a wealth of experience assisting small and early stage companies with online offerings of securities. Since joining CrowdCheck in January 2013, Andrew has conducted numerous due diligence reviews, drafted disclosure materials, and helped companies identify and work through issues for securities offerings under Tier 2 of Regulation A, Regulation CF, and Rule 506(c) of Regulation D. Andrew leads a team of analysts and regularly contributes to the national dialog surrounding innovation in capital formation. Before 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. Andrew is a member of the State Bar of California and the District of Columbia Bar.

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