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Our Firm
UpperMark Advantage
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Our Products
CAIA Level I
Certificate in
          ESG Investing

Our Firm

Each member of the UpperMark team makes a difference.

Our team is made up of talented finance professionals and professors with extensive experience in teaching, research, and work in the alternative investment industry. Our office and client services staff is made up of dedicated professionals who always go the extra mile for our clients. Our firm was founded by Dr. Padideh Jalali, a CAIA member with extensive experience in education and alternative investments.

UpperMark's clients value our ability to provide accurate and detailed study materials for the CAIA exam, apply state-of-the-art approaches to develop innovative study tools, our commitment to deliver the best, and our reputation for quality and service. Our clients rely on the skills and integrity of our unparalleled team of educators and content experts. Located in Brookline, Massachusetts, UpperMark serves clients across the globe.

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