Sophia Steiner

Joshua Caraballo, PsyD

Current Position: Investment Advisor & Senior Executive Assistant at IFEF

Education:

Bachelor's Degree: Financial Management, University of Göttingen

MBA: Stanford Graduate School of Business

CFA Charterholder



Background and Traits:

Born in Cologne, she remained in Silicon Valley after completing her MBA. She has worked as an investment advisor for two family offices and specializes in developing intelligent portfolios and evaluating international education-related investments. Extremely discreet, she never appears in public. However, within the team, it is well known that IFEF’s efficiency in implementation, financial flows, regulatory compliance, and pilot projects relies heavily on her.

Languages: German, English, French, Chinese



Roles within IFEF:

Supports both professors in matters of international legal consulting, investment planning, and fund structure coordination.

Conducts "non-technical testing" prior to system implementation and provides operational feedback.

Manages the interface between the foundation and investors, handling compliance and wealth management proposals.

Acts as a "shadow executor" and bridge-builder for the professors in the practical implementation of decisions.

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