Doug Stokes

Principal and Head of Portfolio Management

Doug Stokes is a high-skilled professional, that works in Stokes Family Office main office of which is in 87. as a Principal and Head of Portfolio Management from 2019. This expert gained professional experience in more than five positions at different companies. Doug Stokes went to the Tulane University - A.b. Freeman School of Business and was studying from 2011 to 2014. Doug Stokes has the following professional qualifications: Chartered Financial Analyst (Cfa). Washington, DC is the city, where this person was lastly known to live. The professional's e-mail and phone are easily accessed through SoftwareOfficial on demand.
Name variants:
Douglas Stokes
Last updated May 08, 2024

Contact Information

Last Update
Jul 10, 2022
Email
do**@gmail.com
Location
Washington, DC
Company
Stokes Family Office

Workplace

Principal and Head of Portfolio Management

Work History

Principal and Head of Portfolio Management

New Orleans, LA
Based in New Orleans and advising clients across the nation, Stokes Family Office is a wealth management practice, servicing the needs of high net worth families and institutions. Since 19...
from Jul 2019

Financial Advisor

Sep 2011 — Jun 2019

Public Sector Services

600 Madison Ave, New York, NY 10022
May 2013 — Apr 2014

Account Manager

5307 east Mockingbird Ln SUITE 220, Dallas, TX 75206
Sep 2010 — Sep 2011

Intern

May 2010 — Sep 2010

Occupations

Professor
School Principal
Construction
Lawyer
Fiduciary
Financial Broker
Financial Consultant
School Administrator
Educational Manager
Trust Law Attorney
Lawyer
Financial Services Professional
Financial Services Sales Agent

Skills

Portfolio Management
Estate Planning
Erisa
Fiduciary
Financial Planning
Retirement Planning
Wealth Management
Asset Management
401 Retirement Savings Plans
Inventory Management
Investments

FAQs about Doug Stokes

What's the main profession of Doug Stokes?

This professional's job is Principal and Head of Portfolio Management

What are the profession of Doug Stokes?

These person's professions are Professor and School Principal

Where is Doug Stokes currently located?

Doug Stokes is currently located in Washington, DC.

Does Doug Stokes have the email address?

do**@gmail.com is Doug Stokes's email address.

Where did Doug Stokes work?

This person worked at Stokes Family Office, Stokes and Hubbell Capital Management.

Where has Doug Stokes studied?

Doug studied at the Tulane University - A.b. Freeman School of Business from 2011 to 2014.

Are there any professional certifications, that Doug Stokes has?

Doug Stokes received the following certifications: Chartered Financial Analyst (Cfa).

Are there any industries, that Doug Stokes is connected to?

Doug Stokes works in Investment Management industry.
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