Peter S. Stamos is Chief Executive Officer and Chief Investment Officer of Stamos Capital. Prior to founding Stamos Capital, he was the Chief Executive Officer of Stamos Associates Inc. (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 previously served as the founding Chairman of the Investment Committee for the Board of Stanford University Hospital and Clinics.
Mr. Stamos 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 at Stamos Capital, where he serves as chief investment strategist and leads the Firm’s public markets 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, Mr. Choi 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).
Mr. Choi received a BA from Yale University and an MBA from Harvard Business School.
Mark Colella is a Partner at Stamos Capital, where he leads the private capital investment group. Mr. Colella was formerly a Principal at 5AM Ventures, where he invested and held board and advisory roles with a number of start-up, venture-backed companies. Prior to his role at 5AM Ventures, he held senior executive and management roles at BÂRRX Medical and Stryker Corporation. He was also part of the founding team and an Executive Director managing healthcare facilities for Primrose Alzheimer's Living, an early-stage healthcare service start-up company.
Mr. Colella 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.
Ron Marryott is a Partner at Stamos Capital whose responsibilities include operations, administration, and technology. Mr. Marryott was a trial lawyer who operated his own law office, handling criminal defense, personal injury, consumer defense, and intellectual property matters. He was an associate with the law firm of Lochner and Schwenk, and served as a judicial law clerk to a federal magistrate and to a Maryland circuit court judge. Before becoming a lawyer, he was a founding member of SAI, where he was Business Manager and Senior Associate.
Mr. Marryott earned a BA from Stanford University, an MFA in Cinema-Television from the University of Southern California, and a JD from the University of Maryland.
Jeff Soukup is a Partner at Stamos Capital, where he serves as the Firm’s chief financial officer. Mr. Soukup also leads the Firm’s wealth management team. 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 adviser 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 for U.S. Senator Bill Bradley, which included, among other duties, acting as chief economic adviser.
Mr. Soukup 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 at Stamos Capital, where she serves as general counsel and chief compliance officer. 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.
Kim A. De Lora is a Managing Director on the finance team at Stamos Capital, where she serves as the Firm’s Global Controller. She was previously the Global Financial Controller at 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, a family office investing in real estate and private equity funds. Prior to C.M. Capital, she was the Vice President of Finance at Spieker Properties, Inc., a formerly publicly traded REIT.
Ms. De Lora received a BA in Business and Administration, Accounting and Information Systems Management Options from California State University, East Bay. She is a Certified Public Accountant (CPA).
Jason Hooks is a Managing Director on the investment team at Stamos Capital. He is responsible for providing asset allocation and investment analysis. 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.
Mr. Hooks 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.