Our youthful leadership approaches the complexities of wealth management with fresh eyes, providing a modern, innovative point of view and radically transparent guidance from one clear and patient voice.
Family wealth managed
by a family office
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 are proud grandparents to their growing family.
David enjoys Golf and Mountain biking. He is a proud inductee in both the Tulane University and Archbishop Rummel athletic hall of fame.
As Co-Managing Partner of Stokes Family Office, Greg works directly with clients and oversees the operation of the business alongside his brother and partner Doug.
Greg prides himself on hard work, responsiveness, and providing creative solutions for the firm’s clients.
He is an avid Saints, TCU, Tulane, and Pelicans fan. He loves traveling, tennis, and spending time with his family.
- University of San Diego School of Law, cum laude
- Licensed Attorney*
- TCU’s MJ Neeley School of Business - BBA in Finance with Real Estate
- C1 Level Fluency in Spanish
*In his role at Stokes Family Office, Greg does not provide legal advice to clientele.
As Managing Partners of Stokes Family Office, Doug and Greg oversee business operations. Additionally, Doug takes an active role in the firm’s investment research process and investment committee decisions. Doug also spends considerable time meeting with clients directly to design strategies to address investment, tax, and estate planning needs.
Doug lives in New Orleans with his wife Sarah and their three children – Anderson, Martial, and Sally. He is also active in the community, serving as a board member for the Bureau of Governmental Research and the Louisiana Children's Museum.
- Tulane University, AB Freeman School of Business, MBA
- Texas Christian University, MJ Neeley School of Business, BBA
- Chartered Financial Analyst
Patrick brings to our team over 10 years of experience in the financial services industry. Previous to joining Stokes Family Office, Patrick worked for a New York-based institutional money manager and helped grow their firm substantially over his 9 years there.
In addition to portfolio management, Patrick has extensive experience working with employer retirement plans and helped build his previous firms’ retirement plan offerings.
Before his time in New York, Patrick obtained his Bachelors in Science from LSU’s E.J. Ourso College of Business.
Born and raised in New Orleans, Patrick enjoys traveling and spending time with his wife Samantha and daughters, Sophie and Maggie.
As a practice leader in the Stokes Family Office Retirement Plan Services, Thomas focuses on providing a boutique approach to serving its Institutional retirement plan clients. Stokes Institutional emphasis is on providing hands-on service, operational precision, cost efficiency, and effective employee education. Prior to joining Stokes Family Office, Thomas spent 23 years at Fidelity Investments primarily engaged in retirement-plan service offerings for a range of businesses, entities, and institutions.
Thomas grew up in Germany, Mexico, and mostly Texas. He enjoys traveling with his wife, Isabel, and their two sons. His hobbies include playing/watching soccer (especially his son’s high school games) and kitesurfing. Thomas is tri-lingual in German, Spanish, and English, an ability that he and Isabel have passed along to their sons.
- BA from University of Dallas
- MBA from University of Dallas
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.
Devin works directly with clients to implement tailored, evidence-based, and tax-efficient financial advice. She studied financial planning at Western Kentucky University and then earned her CERTIFIED FINANCIAL PLANNER™ certification.
New to New Orleans, Devin is enjoying exploring the city and gaining new experiences. Originally from Lexington, KY, she enjoys traveling with family and friends and spending time outdoors.
In his roles as CCO and COO, Charlie ensures the firm adheres to all relevant securities regulations and manages mission critical operations. He brings to our team 9 years of financial services experience. Prior to his role at Stokes Family Office, Charlie worked for 3 years in compliance and operations at a regional bank broker dealer / registered investment advisor and for nearly 5 years as a securities regulator.
Charlie graduated from Jesuit High School and earned his Bachelor of Arts from Georgetown University in Washington, D.C.
Outside of the office, Charlie enjoys traveling, hunting, fishing, and spending time with his wife, Jessica, and their son.
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. 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.
In her role as Client Operations Manager, Aimee assists the team with client onboarding and servicing. She has over 18 years of experience in the financial industry working as an Operations Specialist and as an Investment Sales Assistant. She earned her Bachelor’s Degree in Business Administration with a minor in Management from the University of New Orleans. In her spare time, she enjoys spending time with her family, traveling, and exercising.