For more than three decades, David and his team have been providing disciplined financial and investment advice to individuals, families and institutions and built a billion dollar investment advisory firm.
He earned his Bachelors degree in Business from the Tulane University A.B. Freeman School of Business and his MBA from Loyola University of the South.
David lives in New Orleans with his wife Nancy and also has a home in Whitefish, Montana. They have four children and six grandchildren.
David enjoys Golf and Mountain biking. He is a proud inductee in both the Tulane University and Archbishop Rummel athletic hall of fame.
Since he began his profession, Doug has focused much of his energy on the art and science of portfolio construction, which he defines as "the process of optimizing the road to financial freedom."
Doug has the pleasure to work in a family atmosphere alongside his dad and brother to further Stokes Family Office's mission to help its clients achieve their financial goals by design, not default.
Doug has a Bachelor's degree from TCU's MJ Neeley School of Business and MBA from Tulane's A.B. Freeman School of Business. He is a CFA Charterholder and member of the CFA Institute and CFA Society of Louisiana.
Doug and his wife Sarah live in New Orleans and have a growing family. Doug is lucky to have a wonderful family who provides him daily inspiration at home and in the office.
Ever since Greg was a child, he always wanted to work alongside his dad in the family business, helping clients on their path to financial freedom.
As a partner of the firm, his childhood aspirations have become a reality, and, as an added bonus, he gets to collaborate with his brother/friend Doug on a daily basis.
Greg graduated from the University of San Diego School of Law with honors. While attending USD Law, Greg worked on a full-time basis for two publicly-traded technology companies. He is a licensed Attorney. * Greg also graduated from TCU’s MJ Neeley School of Business with a BBA in Finance.
Greg has three children under the age of 6, so he spends much of his time outside of work with his children, and his wife and college sweetheart Samantha, who he adores. He is an avid Saints and TCU football fan. He loves traveling (especially to California) and everything New Orleans has to offer.
*In his role at Stokes Family Office, Greg does not provide legal advice to clientele.
Meet Your Concierge Directors
Rachael Richard, CFP®
In her role as Financial Analyst, Rachael is responsible for organizing the underlying data used in portfolio analysis, portfolio management, cash flow planning, and report preparation.
She works behind the scenes, ensuring the development of the content and material used in the Stokes Family Office DiViDE process with clients. Additionally, Rachael is responsible for daily trade execution.
Rachael graduated from Mount Carmel Academy and earned her Bachelor of Science from Tulane University.
Outside of the office, Rachael enjoys spending time with her friends and family, traveling, and enjoying the culture and environment of the New Orleans area.
Director of Corporate Operations
In her capacity as Director of Corporate Operations, Victoria provides high level support to the team in the administration of client accounts, communication and scheduling, account maintenance, transaction processing, direction and coordination of the essential office operations. She prides herself on providing exceptional service to our clients.
She earned her Bachelor of Arts in Political Science from the University of Western Ontario, Canada. She is also a completed her Certification as a Legal Assistant.
You can usually find Victoria spending time with her husband, visiting her family in Canada, traveling, gardening, volunteering and exploring her community.