Inactive

Miranda Claire Stefan

Claim This Profile

Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2024-09-16

MA RA
APPROVED

Since 2024-09-16

Branch Locations

One Liberty Square 13Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capfinancial Partners, Llc (Captrust)	Raleigh	NC	02/2021	Present
Greensky	Atlanta	GA	03/2019	02/2021
Sweeten Inc.	New York	NY	12/2014	03/2019

02/2021 → Present

Capfinancial Partners, Llc (Captrust)

Raleigh, NC
03/2019 → 02/2021

Greensky

Atlanta, GA
12/2014 → 03/2019

Sweeten Inc.

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-06

S65 Uniform Investment Adviser Law Examination

2024-09-06

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P.

NEW HERITAGE CAPITAL, LLC

WUXI HEALTHCARE VENTURES MANAGEMENT US LLC

NEWPATH MANAGEMENT, L.P.

Other Investors

JOSHUA WEBSTER JONES

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CHRISTOPHER MICHAEL HAGAN

ALDEN Wakefield WITMAN

JEFFREY ABRAHAM BESHANSKY

Holly A Dumlupinar

Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA

BAYPINE HOLDINGS LP · BOSTON, MA

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

LONGWOOD MANAGEMENT LLC · BOSTON, MA

ADVENT INTERNATIONAL, L.P. · BOSTON, MA

NEW HERITAGE CAPITAL, LLC · BOSTON, MA

WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA

NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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