Peter Stamos is Chief Executive Officer and Chief Investment
Officer of Stamos Capital. Prior to founding Stamos Capital, he was the CEO
of SAI (a Perot Systems company), a management consultant with Booz Allen &
Hamilton and McKinsey & Company, and Chief of Staff and Chief Economist for
U.S. Senator Bill Bradley. Prior to that, he taught Economics at Harvard
University, where he received the Allyn Young Award for Teaching Excellence.
He currently serves as the Chair of the Investment Advisory Board for Major
League Baseball and as a member of the Rhodes Trust Finance and Investment Committee.
He also served as the founding Chairman of the Investment Committee
for the Board of Stanford University Hospital and Clinics.
He received a BA in Economics and Political Science from Stanford University,
where he was a Truman Scholar, received the J.E. Wallace Sterling Award, and
graduated Phi Beta Kappa with Honors and Distinction. He received a JD from
Harvard Law School with Honors and a doctorate from Oxford University, where he
was a Rhodes Scholar.
Bong-Seok Choi is a Partner and Chief Investment Strategist at Stamos Capital. Bong leads the Public Market Group. He previously worked at Wellington Management,
where he was responsible for fundamental research on the Asian property sector for
long/short and long-only portfolios. Before his role at Wellington, Bong was an Associate
at Capricorn Management, a multi-billion dollar family office, where he was responsible
for sourcing, evaluating, and executing global direct and manager investments across
all asset classes. He also served as an Associate at Orion Partners, a growth capital
and buyout firm. He began his career as a mergers and acquisitions analyst at The Bridgeford
Group, a wholly-owned subsidiary of the Industrial Bank of Japan (later merged with The
He received a BA from Yale University and an MBA from Harvard Business School.
Mark Colella is a Partner at Stamos Capital. Mark leads the Private Capital Group. He was formerly a Principal at 5AM Ventures, where he held board and advisory
roles with a number of start-up, venture-backed companies. Prior to his role at 5AM, he held executive
and management roles for BÂRRX Medical and Stryker. He was formerly an
Executive Director managing healthcare facilities with Primrose Alzheimer's Living, an early-stage
healthcare service start-up company.
He received a BS in Biology from Williams College and an MBA from Northwestern University,
the Kellogg School of Management, where he sits on the Advisory Board for the Innovation and New Ventures Office.
Prior to Williams College, he spent two years at the United States Air Force Academy.
Jared Kanover is a Senior Partner, Chief Operating Officer, and Chief Legal Officer of Stamos Capital. Before joining Stamos Capital, he worked with Schulte, Roth & Zabel LLP in their
Investment Management Group. Prior to Schulte, Roth & Zabel LLP, he was a member of
the Private Equity, Venture Capital, and Investment Management Group at Dewey
Ballantine LLP. He began his career in the corporate department of Cadwalader, Wickersham
& Taft LLP.
He received a BS in Consumer Economics/Policy Analysis and Management from Cornell
University and a JD from the New York University School of Law, where he was awarded
a full-tuition academic Dean’s Scholarship. He is a member of the Professional Advisory
Board of the New York University School of Law’s Journal of Law and Business and a member
of the New York State Bar Association.
Jeff Soukup is a Partner and CFO at Stamos Capital. Jeff leads the Wealth Management Group. Previously, he was President, Chief Operating Officer, and Chief Financial Officer
of a public media and entertainment company where he led the company’s initial
public offering. He has over two decades of experience with previous
positions including serving as California Co-Chair and an economic advisor for a
major presidential campaign, co-founder of SAI, venture capitalist with GE Equity
and H&Q Technology Partners, management consultant with Booz Allen & Hamilton, attorney
with Kirkland & Ellis, and Legislative Counsel and chief economic advisor for Senator
He received a BA, graduating with distinction and Phi Beta Kappa, and an MA in
International Policy Studies, both from Stanford University. He also received an MBA
with a concentration in finance and a JD with Honors from the University of Chicago,
where he was a member of the University of Chicago Law Review.
Kim Tomsen is a Partner, General Counsel, and Chief Compliance Officer at Stamos Capital.
Before joining Stamos Capital, she was Partner at Tomsen Riley LLP, a boutique investment management law practice,
where she represented and advised private funds, their respective management companies, and institutional investors
and family offices on a wide range of investment management and securities law issues. Prior to her role at Tomsen Riley,
she practiced investment management law at the firms of Morrison & Foerester LLP in San Francisco, and Debevoise & Plimpton LLP
and Akin Gump Strauss Hauer & Feld LLP in New York.
She received a BA from the University of California, Berkeley and an MA from Stanford University. She also received a
JD from Columbia Law School. She is a member of the California State Bar Association and the New York State Bar Association.
Kristina Brenner is a Managing Director on the Finance Team at Stamos Capital. Prior to joining Stamos Capital in 2004, she was a Manager with International Fund Services,
a hedge fund administrator, where she worked with hedge funds and hedge fund of funds.
She received a BS from Boston University.
Kim De Lora is a Managing Director on the Finance Team at Stamos Capital.
She was previously a Global Finance Controller
with Makena Capital Management, where she oversaw the financial operations of
Makena’s flagship endowment fund and its private equity funds. Prior to Makena, she
was a Director on the Finance Team at Stamos Capital. Previously, she was a
Vice President and Controller at C.M. Capital Corporation, an investor in real estate
and private equity funds. Prior to C.M. Capital, she was a Vice President of Finance
at Spieker Properties, Inc., a formerly publicly traded REIT.
She received a BA in Business and Administration, Accounting and Information Systems
Management Options from California State University, East Bay.
Jason Hooks is a Managing Director at Stamos Capital, where he is responsible for providing asset allocation and investment analysis for the firm's
Investment Team. Previously, he worked as an investment analyst at Osmium Partners and Altima Partners, where he identified and evaluated equity investment
opportunities. Prior to receiving his MBA, he worked as an Investment Banking Associate at Oppenheimer & Co., JMP Securities, and Adams, Harkness & Hill (now Canaccord Genuity),
where he completed M&A and corporate finance transactions for middle market companies.
He received a BSE in Industrial and Operations Engineering from the University of Michigan and an MBA from the Wharton School
of the University of Pennsylvania.
Board of Economic Advisors
Myron Scholes is the Chairman of the Stamos Capital Board of Economic Advisors
and a Senior Advisor at Stamos Capital. He is the Frank E. Buck Professor of Finance Emeritus, at
the Stanford Graduate School of Business since 1995, Nobel laureate in economic
sciences, and co-originator of the Black-Scholes options pricing model. He was
awarded the Nobel Prize in 1997 for his new method of determining the value of
derivatives. He currently is an outside director for Dimensional Fund Advisors
Mutual Funds, the Board of Managers of Cutwater Asset Management, and an
outside director for American Century Mutual Funds (Mountain View). He was
Chairman of Platinum Grove Asset Management from 1999 to 2009, a Principal and
Limited Partner at Long-Term Capital Management, L.P. from 1994 to 1998, and a
Managing Director at Salomon Brothers from 1991 to 1993. Other positions he has
held include the Edward Eagle Brown Professor of Finance and Director of the
Center for Research in Security Prices at the University of Chicago, Senior
Research Fellow at the Hoover Institution, and Professor of Finance at MIT’s
Sloan School of Management.
Michael Chisek is a Member of the Stamos Capital Board of Economic Advisors
and a Senior Advisor at Stamos Capital. Previously, he served as the
Chief Investment Officer at Stamos Capital and prior to that, he had over 25
years of experience as an investor and strategist and was a Co-Managing Partner
and Managing Director of D.C. Capital, a New York-based hedge fund that invests
in a wide range of public equities, primarily focusing on domestic industries.
Prior to that, he was a Partner at McKinsey & Co., where he developed
operating plans and programs that addressed changes in company and market
conditions in a variety of industries, including automobiles, chemicals, and
telecommunications. He also spent six years as a U.S. Foreign Service Officer,
both overseas and in Washington and has served on the board of the Washington
National Opera and the Washington International School.
He received a BA with High Honors from the University of Illinois and an MBA
from Harvard Business School where he was a Baker Scholar and a Ford Scholar as
the top graduate for 1981.