txtBiosPublic.html
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 CFO of Sterling Stamos. Mr. Barcelona is responsible for fund
operations, finance, and accounting. 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 fund of funds, private equity funds, and
offshore funds.
Mr. Barcelona received a BBA from Hofstra
University and an MS from Seton Hall University. He is a Certified
Public Accountant and is a member of the New Jersey Society of CPAs
(NJSCPA) and the American Institute of CPAs (AICPA).
Mr. Ashok Chachra is
the Chief Investment Strategist for Sterling Stamos. He is
responsible for leading and developing the firm’s investment
strategy. 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. 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
New York University School of Law’s Journal of Law and Business
and a member of the New York State Bar Association.
Professor Daniel I. Okimoto
is the Chairman of the Sterling Stamos Global Institute and Asia
Strategy Group, as well as a Partner at Sterling Stamos. He is
Professor Emeritus of political science, Senior Fellow of the Institute
for International Studies, and Director Emeritus and Co-Founder of the
Asia/Pacific Research Center at Stanford University. During his 30
years at Stanford, Professor Okimoto played a central role in
establishing several interdisciplinary programs and research
institutions, including the Stanford Institute for International
Studies, the East Asian Studies Program, the Shorenstein Forum on Asia
Pacific Studies, the Asia/Pacific Scholars Program, and the Stanford
Center in Japan. He has taught at the Stockholm School of Economics and
the International Research Center in Japanese Studies in Kyoto, Japan.
Professor Okimoto co-founded the Asia/Pacific Research Center, a
leading center for scholarly research, public policy, and policy
outreach. He has been Vice-Chairman of the Japan Committee of the
National Research Council at the National Academy of Sciences and a
member of the Advisory Council of the Department of Politics at
Princeton University. In 2004, he received the Japanese Foreign
Minister’s Commendation in recognition of his contributions to
US-Japan relations during the 150th year celebration of bilateral
relations. In 2007, he was awarded the Order of the Rising Sun with
Goldray Neck Ribbon by the Japanese government, the highest honor that
can be conferred on a non-Japanese. Professor Okimoto serves on several
Advisory Boards and Boards of Directors, including the Development Bank
of Japan, the Queen Lili’uokalani Trust, and the San Diego
Padres.
Professor Okimoto earned a BA from Princeton
University, received an MA from Harvard University, and earned a PhD
(Political Science) from the University of Michigan. He is the author
and editor of numerous books and articles, including Between MITI and the Market: Japanese Industrial Policy for High Technology and co-editor, The Political Economy of Japan and Competitive Edge: The Semiconductor Industry in the U.S. and Japan.
Mr. Kevin Okimoto
is the Managing Partner of Operations at Sterling Stamos. He is
responsible for developing and managing the firm's relationships with
its investors and for creating and leading the firm's strategy in Asia.
Before joining Sterling Stamos, he was a financial
professional at Robertson Stephens, an investment bank, where his
responsibilities included facilitating stock distributions on behalf of
venture capital funds to general and limited partners. Prior to joining
Robertson Stephens, Mr. Okimoto was a Business Analyst and Manager at
MDvista, an Internet healthcare company.
Mr. Okimoto earned a BS from Santa Clara University.
Ms. Victoria Bailey
is a Managing Director in the Operations Group of Sterling Stamos,
focusing 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.
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 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 Private Banking 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. Carolyn Choi
is a Managing Director of Private Equity. Ms. Choi is responsible
for sourcing, analyzing, and monitoring global investments in venture
capital, growth equity and private equity, with a particular emphasis
on Asian venture capital and growth equity investments. 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. In her role as Vice President, Ms. Choi also
led the fund’s marketing and business development efforts.
Before her work at Banc of America Capital Access Funds, she served as
Vice President at DFJ ePlanet Ventures, DFJ's first global information
technology/life sciences venture capital fund. DFJ ePlanet
Ventures ranks among China’s best venture capital funds, with
investments such as Baidu, KongZhong and Skype. Ms. Choi’s
previous experience also includes roles at Salomon Smith Barney and
Deutsche Banc Alex Brown, global wireless technology research at The
Yankee Group, and serving as a staffer at 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.
Mr. Derek Daley
is Managing Director and Chief Administrative Officer of Sterling
Stamos. Mr. Daley was a founding partner of the firm and its
first General Counsel. Before joining Sterling Stamos, Mr.
Daley was Senior Vice President, General Counsel and Secretary of Octel
Communications Corporation, a technology company purchased by Lucent
Technology in 1998. Previously, Mr. Daley was a partner at
Wilson, Sonsini, Goodrich & Rosati, where he specialized in
intellectual property litigation. Mr. Daley also taught
Constitutional Law at Mills College.
Mr. Daley earned his BA (with Honors and Distinction and Phi Beta Kappa)
from Stanford University where he received the Thomas E. Weter Award
for the Outstanding Senior Honors Thesis in History. He also
received a JD from Stanford Law School.
Ms. Deanna Ho Montgomery
is a Managing Director of Real Assets at Sterling Stamos, where she is
responsible for fundraising, operating, and investment
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. David G. Hood is a 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 Managing
Director of Fixed
Income and Head of Risk Management of Sterling Stamos. Mr. Kastner has
20 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 the Chief Risk Officer.
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 & 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. John Lee is the Managing Director of Asset
Allocation at Sterling Stamos. Before joining Sterling Stamos,
Mr. Lee was a Department Head at Visa USA, leading strategy and
operations for their Authentication and Authorizations Technology
Services group. He also spent six years at Charles Schwab,
managing a team in the company’s Electronic Brokerage Technology
Enterprise. His experience also includes stints at several
Silicon Valley startup ventures, including Guru.com.
Mr. Lee received a BA from Stanford University.
Mr. Makoto Meguro1 is the Managing Director
of Sterling Stamos – Japan Investment Management. He is
responsible for developing and managing the firm’s relationships
with its Japanese investment partners. Mr. Meguro has more than 20
years of experience in the investment industry. Before joining Sterling
Stamos, he worked at Ueda Yagi Tanshi Co., Ltd., where he led the team
that established an alternative investment distribution platform that
raised over $2 billion, created a global infrastructure to source hedge
fund managers, and cultivated a national institutional investor base.
Previously, he was a Vice President at Lehman Brothers in Tokyo with
the Structured Products team and spent nine years as a relationship
manager specializing in derivative structured products at Salomon
Brothers in Tokyo and Hong Kong.
Mr. Jeff Soukup
is a Managing Director and Chief Operating Officer, Investments.
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.
Mr. Rick Stockton is a Managing Director in the Operations Group at Sterling Stamos, focusing on client management. Mr. Stockton is
responsible for developing and managing the firm’s
relationships
with its investment partners on the East Coast and also manages the
East Coast Partner Relations team. 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 received a BA from Trinity College.
Ms. Joanna Strober is the Managing
Director of Private
Equity for 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.
Mr. Mark Thompson
is a Managing Director at Sterling Stamos, focusing 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. Cathy Tse is a Managing Director on
the Investment
Team of Sterling Stamos, with primary responsibility 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 team. Prior to working with 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.
Mr. Shawn Wells is
a Managing Director in the Office of the General Counsel. Prior
to joining Sterling Stamos, Mr. Wells was General Counsel of the Hedge
Fund Group at Merrill Lynch, where he focused on the structuring and
distribution of hedge funds and hedge fund related products
worldwide. Prior to Merrill Lynch, he served as Chief Counsel of
Franklin Templeton Investments’ International and Alternative
Strategies Divisions. Mr. Wells has also held roles at HW
Partners/Unity Hunt in Dallas, Texas, Maverick Capital, Ltd., Jackson
& Walker, LLP, and Arthur Andersen & Company.
Mr.
Wells received a BBA from the University of Texas at Austin and JD from
Southern Methodist University School of Law where he was a member of
the SMU Law Review. He is a Certified Public Accountant and
member of the State Bar of Texas.
Ms. Hsian Winter
is a Managing Director at Sterling Stamos, focusing on Managed
Accounts. Before joining Sterling Stamos, Ms. Winter worked at
Piper Jaffray in the Convertible Securities Origination &
Restructuring group where she focused on convertible new issues, public
and private exchange offers, and structured equity hedge
transactions. Her previous experience also includes operating
experience as a Director of Finance at MyPublisher, private equity with
TA Associates and Arena Capital Partners, mergers and acquisitions with
Lazard Freres and fixed Income with Goldman Sachs.
Ms. Winter earned a BS from Stanford University.
Ms. Janice Yu
is a Managing Director of Absolute Return, specializing in
credit-related strategies, including loan origination, distressed, and
structured credit. Within her area of focus, she is responsible
for sourcing new managers, performing investment due diligence, and
monitoring existing investments on a global basis. 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 was with 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.
Back to Top