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Leadership Team

Partners

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 Beacon Group).

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 Bill Bradley.

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.

Managing Directors

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.