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Mr. Peter S. Stamos is the founder, Chairman, and CEO of Sterling Stamos Capital Management, L.P.
Prior to founding Sterling Stamos, Mr. Stamos was the CEO of SAI (a Perot Systems company), a Management Consultant
with Booz Allen & Hamilton and McKinsey & Company, and Chief of Staff and Chief Economist for US Senator Bill Bradley.
Mr. Stamos also taught Economics at Harvard University, where he received the Allyn Young Award for Teaching Excellence.
Mr. Stamos currently serves as the Chair of the Investment Advisory Board for Major League Baseball and Chairman of the
Investment Committee for the Board of Stanford University Hospital and Clinics.
Mr. Stamos earned 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. Mr. Stamos holds
a JD from Harvard Law School with Honors and a doctorate from Oxford University, where he was a Rhodes Scholar.
Mr. Kevin M. Barcelona is the
Chief Financial Officer of Sterling Stamos. Mr. Barcelona is
responsible for finance and fund operations, which include accounting, financial reporting, and tax compliance. Prior to
joining Sterling Stamos, he was a Partner with Rothstein Kass and RK
Consulting, where he provided accounting, tax, and consulting services
to investment partnerships including hedge funds, fund of funds, and
private equity funds.
Mr. Barcelona received a BBA in Accounting from Hofstra University and a Masters in Taxation from Seton Hall University.
He is a Certified Public Accountant and is a member of the American Institute of CPAs (AICPA).
Mr. Ashok Chachra is a Senior Managing Director of
Absolute Return and Equity at Sterling Stamos, where he is responsible
for management and oversight of the firm’s hedge fund platform.
As a founding partner of the firm, Mr. Chachra has grown the investment
platform from initial product offerings to include multiple absolute
return products across varied strategies and geographies. Prior to
joining Sterling Stamos, he was a Senior Business Analyst with McKinsey
& Company, focusing on assignments in the financial services and
healthcare industry sectors.
Mr. Chachra earned a BS (with Honors) from Carnegie Mellon University.
Mr. Michael A. Chisek is a Managing Partner and Chief
Investment Officer of Sterling Stamos, where he is responsible for the
management and oversight of the firm’s investment platform. Prior
to joining Sterling Stamos, Mr. Chisek was a Managing Director of D.C.
Capital, a New York based investment partnership, which invests in a
wide range of principally domestic industries. Together with his
partner, Mr. Chisek managed D.C. Capital for nearly 15 years.
Previously, Mr. Chisek was an associate and partner at McKinsey &
Co. where he gained extensive experience working with senior management
in a wide variety of industries, developing operating plans and
programs that addressed changes in company and industry conditions. At
McKinsey, Mr. Chisek developed direct experience in a number of major
industries including automobiles, chemicals, and telecommunications.
Mr. Chisek also spent six years as a US Foreign Service Officer, both
overseas and in Washington. He currently serves on the Advisory
Committee at JumpStart, a volunteer organization with inner city youth,
and has served on the board of the Washington International School.
Mr. Chisek received a BA (with High Honors) from the University of
Illinois and an MBA from Harvard Business School where he was a Baker
Scholar and Henry Ford Medalist as the top graduate for 1981.
Mr. Jared A. Kanover is the General Counsel and Chief
Compliance Officer of Sterling Stamos. Prior to joining Sterling
Stamos, he was an Associate with Schulte Roth & Zabel LLP in their
Investment Management Group. Before joining Schulte Roth & Zabel
LLP, Mr. Kanover was an Associate with Dewey Ballantine LLP in their
Private Equity, Venture Capital, Investment Management Group.
Mr. Kanover received a BS from Cornell University. He received a JD
from the New York University School of Law, where he was awarded a
full-tuition academic Dean’s Scholarship. He is a member of the
Professional Advisory Board of the NYU School of Law’s Journal of
Law and Business and a member of the New York State Bar Association.
Mr. David G. Hood is a Senior Managing Director of
Real Assets at Sterling Stamos, where he is responsible for management
and oversight of the firm’s real assets investment platform.
Prior to joining Sterling Stamos, Mr. Hood was an investment partner
with Seagate Properties, a Bay Area real estate investor. Previously,
Mr. Hood was with Carmel Partners as a Principal, primarily responsible
for capital formation and investor relations, where he successfully
helped launch and raise a $215 million institutional real estate fund.
Prior to his tenure at Carmel, Mr. Hood co-founded Rosenberg Hood
Ventures (“RHV”), a San Francisco-
based commercial real estate investment entity that acquired and
developed over 750,000 square feet of San Francisco office/parking
complexes. Previously, Mr. Hood was a partner at Lone Star Opportunity
Fund, where he helped in the company’s fundraising, acquisition,
financing and asset management, of over $1 billion in real estate
assets. Mr. Hood was also an original member of Lone Star Opportunity
Fund’s predecessor company, Brazos Fund, a Robert M. Bass
sponsored investment entity that, together with its related entities,
acquired over $3 billion in real estate assets. Mr. Hood has also
worked as a Partner at several real estate development companies
including Trammell Crow, Hillman Properties and Barker Interests. In
addition to being a Trustee of Sunny Hills Children’s Garden and
Marin Primary & Middle School, Mr. Hood also serves on the Advisory
Committee of the City of Hope and Omega Boys Club.
Mr. Hood holds a BA from Stanford University and an MBA from Harvard Business School.
Mr. Michael Kastner is a Senior Managing Director of
Fixed Income and Risk Management at Sterling Stamos. Mr. Kastner has 22
years of investment management experience and is responsible for
management and oversight of the firm’s fixed income platform.
Previously, Mr. Kastner spent seven years with Deutsche Bank, New York
as Head of Taxable Fixed Income Portfolio Management and an Investment
Policy Committee Member. While in those roles, he actively managed
approximately $10 billion in assets and chaired the Fixed Income
Strategy Group. He was also Director of Fixed Income and Foreign
Exchange, Americas Region at NatWest-Coutts & Co. Mr.
Kastner’s previous experience also includes positions with
Société Générale and Chicago Research and
Trading. He has been recognized for his work by leading industry
publications and is a published author of several articles on fixed
income management technique. Mr. Kastner is frequently quoted in
leading financial publications, including the Wall Street Journal and the Financial Times and has appeared
on CNBC and Bloomberg Television and Radio.
Mr. Kastner earned a BA from Towson University and an MBA from George
Washington University. He is a Chartered Financial Analyst, member of
the Socially Responsible Investing committee of the New York Society of
Security Analysts, and a former member of the Educational Advisory
Board of the International Securities Market Association, London.
Mr. Rohit Kumar is a Senior Managing Director and the
Chief Risk Officer of Sterling Stamos. He is responsible for portfolio
risk management and due diligence efforts for all the Sterling Stamos
funds. His previous experience includes rating and criteria development
and research in the Residential Mortgage Backed Securities group at
Standard & Poor’s, Analytical Fixed Income Division of
Citigroup, distressed debt research with Professor Edward I. Altman at
the Salomon Center at New York University, distressed debt
restructuring in India, and business development and operations
management in the IT consulting industry in California.
Mr. Kumar received his undergraduate degree from Institute of
Technology at Banaras Hindu University and a degree from Xavier
Institute of Management. He received his MBA from New York University
Stern School of Business and is currently a CFA charter holder.
Mr. Jeff Soukup is a Senior Managing Director and Chief Operating Officer at Sterling Stamos. Prior to joining Sterling
Stamos, Mr. Soukup served as California Co-Chair and an economic and
clean technology policy advisor for Senator John Edwards’
presidential campaign. Previously, Mr. Soukup was President, Chief
Operating Officer, and Chief Financial Officer at PlanetOut Inc.,
where, among other activities, he led the company’s successful
financial turnaround and initial public offering. Mr. Soukup was also a
co-founder of Stamos Associates Inc., a venture capitalist with GE
Equity and H&Q Technology Partners, a strategy consultant with
Booz-Allen & Hamilton, an attorney with Kirkland & Ellis, and
Senator Bill Bradley’s Legislative Counsel and Economic Advisor.
Mr. Soukup is currently a member of Senator Barack Obama’s
National Finance Committee.
Mr. Soukup received a BA (with distinction and Phi Beta Kappa) and an MA from Stanford University. He also received an MBA and JD
(with Honors) from the University of Chicago, where he was a member of the University of Chicago Law Review.
Ms. Joanna Strober is a Senior Managing Director of
Private Equity at Sterling Stamos, where she is responsible for
fundraising, operating, and investment activities for the firm’s
private equity funds of funds. Ms. Strober has spent more than 12 years
making direct investments in private equity and venture capital. Before
joining Sterling Stamos, she was Managing Director at Symphony
Technology Group, a technology buyout fund with an emphasis on software
and software services, including overseas outsourcing opportunities.
She was previously a General Partner at Bessemer Venture Partners,
where she invested in software and internet companies. Ms.
Strober’s investments include BlueNile (Nasdaq: NILE), Flycast
(Nasdaq: FCST, sold to CMGI), HotJobs (Nasdaq: HOTJ, sold to Monster),
eToys (Nasdaq: ETYS), and Gloss.com (sold to Estee Lauder). She remains
on the Board of Directors of BlueNile where she is a member of the
Compensation and Corporate Governance Committees.
Ms. Strober earned a BA from University of Pennsylvania (Phi Beta Kappa) and a JD from the University of California at Los Angeles.
Ms. Cathy Tse is a Senior Managing Director of Equity
at Sterling Stamos. She is primarily responsible for managing the
firm’s investments in equities, including global long/short,
activist, and long-biased equity strategies. In addition to portfolio
management responsibilities, she is also responsible for the day-to-day
management of the Equity Team. Prior to working at Sterling Stamos, Ms.
Tse spent nearly five years as an institutional trader in the
International Equities Division of Merrill Lynch in New York. Her
previous experience includes positions with the Equity Derivatives
Controllers Group at Goldman Sachs and the Financial Institutions Group
at Arthur Andersen.
Ms. Tse earned an undergraduate degree from New York
University. She received an MBA from The Wharton School at University
of Pennsylvania.
Ms. Victoria Bailey is a Managing Director at Sterling
Stamos, focused on client management. Ms. Bailey is responsible for
developing and managing the firm’s relationships with its
investment partners on the West Coast. Before joining Sterling Stamos,
Ms. Bailey was a Private Wealth Advisor at Goldman Sachs, advising high
net worth individuals and families with asset allocation and trust and
estate planning. Prior to Goldman Sachs, she worked at Morgan Stanley
on the Institutional Sales Team, selling both Investment Grade Credit
and Credit Derivative products.
Ms. Bailey holds a BA from Princeton University.
Ms. Supriya Batra is a Managing Director at Sterling
Stamos, focused on client management. Prior to joining Sterling Stamos,
she was a Vice President in the Private Wealth Management Group of
Goldman, Sachs and Co. where she contributed to developing and
executing domestic strategy for its wealth management group. She
focused on territory segmentation, defining team structures, developing
business development goals, and defining and evaluating key business
and technology utilization metrics. She also identified outsourcing
opportunities and led the development and rollout of business and
operational best practices to the company’s largest sales teams.
Prior to Goldman Sachs, Ms. Batra worked at Arthur Andersen in their
Mergers and Acquisitions Group where she conducted financial and
operational due diligence for financial and strategic buyers.
Additionally, Ms. Batra worked at Mattel, Inc. in brand management
where she performed segmentation, competitive, and industry analysis
for the girls product portfolio, and identified a revised demand
creation model for various Mattel brands.
Ms. Batra received a BS from the Haas School of Business at the
University of California, Berkeley (with Honors) and an MBA from the
Stanford Graduate School of Business with a Certificate from the Public
Management Program.
Mr. Steven Boyd is a Managing Director of Fixed Income
and Risk Management at Sterling Stamos. He has 14 years of investment
experience and is responsible for the management and oversight of the
firm’s fixed income platform via direct investments and the fund
of fund platform. In addition, Mr. Boyd is responsible for the
execution and oversight of the firm’s macroeconomic hedging
activities. Prior to Sterling Stamos, Mr. Boyd worked on the Fixed
Income desk of the Private Bank at Deutsche Bank, where he was
responsible for the management and trading of tax-exempt high-net-worth
individual accounts. He was also a member of the Private Bank’s
Fixed Income Strategy Group and jointly responsible for short-term
structured credit analysis and long-term municipal research. Before
Deutsche Bank, Mr. Boyd held positions in the Public Finance Division
at UBS and the Municipal Research Department at ABN Amro Securities.
Mr. Boyd received a BS from State University of New York at New Paltz. He earned an MBA from University of Albany and is a CFA
charter holder.
Ms. Kristina Brenner is a Managing Director in the Finance Group at Sterling Stamos. Her experience includes five
years in the hedge fund industry at International Fund Services, a hedge fund administrator.
Ms. Brenner received a BS from Boston University.
Ms. Carolyn Choi is a Managing Director of Private
Equity at Sterling Stamos. Ms. Choi is responsible for sourcing,
analyzing, and monitoring global investments in venture capital, growth
equity and private equity. Prior to joining Sterling Stamos, Ms. Choi
was a Vice President at Banc of America Capital Access Funds, a fund of
funds focused on underserved markets in the US. Before her work at Banc
of America Capital Access Funds, she was a Vice President at DFJ
ePlanet Ventures, DFJ's first global information technology/life
sciences venture capital fund which included investments such as Baidu
(BIDU), Cyanea (acquired by IBM), and Skype (acquired by eBay). Ms.
Choi’s previous experience also includes roles at Salomon Smith
Barney, Deutsche Banc Alex. Brown, The Yankee Group, and the Ministry
of Environment of the Republic of Korea.
Ms. Choi received a BA and an MA from the University of
Pennsylvania. Ms. Choi earned an MALD from The Fletcher School of Law
and Diplomacy at Tufts University where she was a Woodrow Wilson
Fellow.
Ms. Deanna Ho Montgomery is a Managing Director of
Real Assets at Sterling Stamos, where she is responsible for managing
the Firm’s investments in natural resources and infrastructure,
as well as fundraising and operating activities. Her previous positions
include Senior Manager at Deloitte & Touche LLP, as part of the
Restructuring Advisory Group where she advised companies in Chapter 11
as well as out-of-court restructurings, and Vice President at J.P.
Morgan Securities, Inc. At J.P. Morgan, she invested in early stage
financial technology companies and served as head of the committee
responsible for sourcing and screening deal flow. Also at J.P. Morgan,
Ms. Montgomery raised capital for venture and growth stage companies,
as well as private equity funds. Prior to that role, she was based in
Hong Kong in the Equity Capital Markets Group, where she raised public
equity and equity-linked securities for Asia-based companies from a
global investor base. Before joining J.P. Morgan, Ms. Montgomery worked
in the Telecom, Media & Technology Investment Banking Group at
Merrill Lynch & Co. where she focused primarily on executing equity
underwritings and mergers and acquisitions transactions. She began her
career with Chemical Bank, where she worked in the Metals and Mining
Group and completed the credit training program.
Ms. Montgomery holds a BS degree from Cornell University.
Mr. Ashok Raju is a Managing Director of Equity. He is
responsible for sourcing, performing investment due diligence, and
monitoring global long / short, activist, and long-only equity
managers. Prior to joining Sterling Stamos, Mr. Raju worked in Equity
Capital Markets at Deutsche Bank, where he was responsible for
originating, structuring, and executing convertible bonds and equity
derivatives. He began his career in Deutsche Bank’s equity
research department, where he covered technology companies within the
storage, enterprise hardware and data networking sectors.
Mr. Raju received a BA from the University of Notre Dame.
Mr. Rick Stockton is a Managing Director at Sterling
Stamos, focused on client management. Mr. Stockton is responsible for
developing and managing the firm’s relationships with its
investment partners on the East Coast. Before joining Sterling Stamos,
Mr. Stockton was a relationship manager in the Private Wealth
Management Division at Deutsche Bank for approximately eight years,
working with high net worth investors and select institutions to
provide customized wealth management services. Previously, he worked
for the Private Banking Division of Union Bank of Switzerland. He began
his career with the Abernathy MacGregor Group, an investor relations
firm in Manhattan.
Mr. Stockton holds a BA from Trinity College.
Mr. Mark Thompson is a Managing Director at Sterling
Stamos, focused on Managed Accounts. Before joining Sterling Stamos, he
was an investment advisor with Changing Parameters, a money management
firm in Menlo Park, where his responsibilities included investment
model development and trading. Before joining Changing Parameters, he
was an investment advisor with UBS in San Diego.
Mr. Thompson earned a BA from Stanford University.
Ms. Janice Yu is a Managing Director of Absolute
Return at Sterling Stamos. Ms. Yu is primarily responsible for
sourcing, analyzing, and monitoring the Firm’s investments in
absolute return strategies which include relative value arbitrage,
credit, event driven, tactical trading, and multi strategy. In addition
to portfolio management responsibilities, she is also responsible for
the day-to-day management of the Absolute Return Team. Before joining
Sterling Stamos, Ms. Yu was with the Corporate Sale and Divestiture
Group at Banc of America Securities, where she was responsible for
executing middle market company sales to both strategic and financial
sponsors. Prior to Banc of America, Ms. Yu worked at Citigroup in the
Mergers and Acquisitions, Financial Entrepreneurs, and Asset Based
Finance groups.
Ms. Yu received a BS from The Wharton School at the University of Pennsylvania.
Mr. Binu George is a
Director and the Head of the Operational Due Diligence Team, focused on
leading due diligence reviews of private equity, real assets, venture
capital, fixed income, and hedge funds. Prior to joining Sterling
Stamos, Mr. George was the Senior Vice President/Director of Risk and
Control Management at Citi Alternative Investments. At Citi, he
was responsible for due diligence/operational risk management for
various alternative investment businesses. During his tenure at
Citi, Mr. George enhanced and created due diligence and operational
risk management related processes and provided due diligence advice to
internal and external funds and third parties. Prior to Citi, Mr.
George worked as a Group Manager for IBM Global Services and as an
Analyst for Parametric Technology Corporation.
Mr. George
received his undergraduate engineering degree from the University of
Madras and a graduate degree from Birla Institute of Technology &
Science. Mr. George earned an MBA from Cornell University,
Johnson Graduate School of Management. Mr. George is also a CFA
charter holder and a member of the New York Society of Security
Analysts.
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