Azadeh Seifpour Head of Client Service Associate Director
Azadeh provides client service and investment related operational support for Sonen’s client base and service team.
Prior to joining Sonen, Azadeh served as a Middle Office and Fund Operations Analyst at ICONIQ Capital, where she was responsible for fund operation functions for 300+ private equity, private credit, real assets, and venture capital investments.
Before ICONIQ Capital, Azadeh worked for First Republic Trust Company as an Investment Associate, analyzing trust portfolios to ensure adherence to asset allocation guidelines as determined by trustees and investment managers. Prior to First Republic Trust Company, she worked for Charles Schwab & Co, first as a Mutual Funds Analyst, calculating dividend payments across all retail client mutual fund holdings. She then transferred to the Margins group as a Margin Associate and was responsible for monitoring client trades to ensure compliance to both SEC and firm regulations.
Azadeh is conversational in Farsi. She holds a B.S. in Biology and minors in Communications and Environmental Sciences, an M.S. in Finance with a concentration in Corporate Financial Management, and an M.B.A., all from the University of Colorado, Denver.