Douglas M. Stokes, CFA®

Principal

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.