May 24, 2022
What would you do with a family fortune? Taking a hard look at the downfall of the Vanderbilt dynasty tells us a few things about wealth, purpose, and the importance of a trusted financial advisor. History can tell us what t…
May 17, 2022
While times may feel unsteady and unpredictable, if you take a look through history, you’ll see these very market fluctuations repeated, time and time again. The tricky part is convincing your psyche to invest during a downt…
May 10, 2022
Bull or bear? Always the question and (almost) always difficult to answer. Especially in 2022. Between the Russia-Ukraine invasion, rising interest rates, and spiked inflation, the markets have been up and down. And it’s inc…
May 3, 2022
Despite dealing with the aftermath of a global pandemic, an unpredictable stock market, and record-breaking inflation, life in 2022 may not be as bad as you think it is. 150 years ago, the richest people in America didn’t ha…
April 26, 2022
If the past few months have reminded us of anything, it’s that market volatility is constant and unpredictable. With the spread of information accelerating faster than ever, global volatility now matches that of the market i…
April 19, 2022
With America more divided than ever before, few things have the power to bring together both sides of the political spectrum. The Opportunity Zone program is one of those rarities specially designed to satisfy political oppo…
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 confidence.
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 9, 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.
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 confidence."
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.