is a Co-Managing Partner and the Chairman and Chief Executive
Officer of Sterling Stamos. Prior to founding Sterling Stamos, Peter 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 U.S. Senator Bill Bradley. Prior to that, Peter 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 served as founding Chairman of the Investment
Committee for the Board of Stanford University
Hospital and Clinics.
Peter 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. Peter received a JD from Harvard Law School with
Honors and a doctorate from Oxford University, where he was a Rhodes Scholar.
is a Co-Managing
Partner and the Chief Investment Officer of Sterling Stamos. Michael leads our
investment team, overseeing fixed income, absolute return, public equity,
private equity, and real assets and oversees the day-to-day operations of our
absolute return and public equity funds. Prior to joining the firm, Michael had
over 25 years of experience as an investor and strategist and was a Co-Managing
Partner and Managing Director of D.C. Capital, a New York-based hedge fund that
invests in a wide range of public equities, primarily focusing on domestic
industries. Prior to that, Michael was a Partner at McKinsey & Co., where
he developed operating plans and programs that addressed changes in company and
market conditions in a variety of industries, including automobiles, chemicals,
and telecommunications. Michael also spent six years as a U.S. Foreign Service
Officer, both overseas and in Washington and has served on the board of the
Washington National Opera and the Washington International School.
Michael 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 a Ford Scholar as the top
graduate for 1981.
Board of Economic
is the Chairman of the Board of Economic
Advisors of Sterling Stamos. He is the Frank E. Buck Professor of Finance
Emeritus, at the Stanford Graduate School of Business since 1995, Nobel laureate
in economic sciences, and co-originator of the
Black-Scholes options pricing model. He was awarded the Nobel Prize in 1997 for
his new method of determining the value of derivatives. Myron currently is an
outside director for Dimensional Fund Advisors Mutual Funds, the Board of
Managers of Cutwater Asset Management, and an outside director for
American Century Mutual Funds (Mountain View). He was
Chairman of Platinum Grove Asset Management from 1999 to 2009, a Principal and
Limited Partner at Long-Term Capital Management, L.P. from 1994 to 1998, and a
Managing Director at Salomon Brothers from 1991 to 1993. Other positions Myron
has held include the Edward Eagle Brown Professor
of Finance and Director of the Center for Research in Security Prices at the
University of Chicago, Senior Research Fellow at the Hoover Institution, and
Professor of Finance at MIT’s Sloan School of Management.
Senior Team Members
is a Senior Partner and President of Sterling Stamos.
Matthew is responsible for overseeing the client service, distribution, investor
relations, and Private Capital teams, and managing the day-to-day operations of
the firm. Prior to joining Sterling Stamos in 2010, Matthew spent 17 years at
Bank of America Merrill Lynch, most recently as Head of Global Strategic Capital
(“GSC”), the primary strategic investment arm of the bank and its subsidiaries.
During his tenure, GSC managed approximately $9B in primarily alternative
investments and employed approximately 50 professionals. Matthew has also
served on the board of directors of more than 15 companies, including Value
Asset Management, BATS Global Markets, FXall, and Conversus Asset Management
where he also served on the investment committee. Matthew began his career in
the training program at Putnam Investments in Boston.
Matthew received a BA from Colby College.
is a Senior Partner and the General Counsel and Chief
Compliance Officer of Sterling Stamos. Jared is responsible for overseeing the
firm’s day-to-day legal and compliance operations. Prior to joining Sterling
Stamos in 2005, Jared worked as an Associate with Schulte, Roth & Zabel LLP in
their Investment Management Group. Jared began his career at Dewey Ballantine LLP,
where he was an Associate within their Private Equity, Venture Capital, and
Investment Management Group.
Jared received a BS from Cornell University and 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.
is a Senior Partner at Sterling Stamos. Prior to joining Sterling
Stamos in 2008, Jeff 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 collectively has over two decades of experience with previous positions
including serving as California Co-Chair and an economic advisor for a major presidential
campaign, co-founder of SAI, venture capitalist with GE Equity and H&Q Technology Partners,
strategy consultant with Booz Allen & Hamilton, associate with Kirkland & Ellis, and
Legislative Counsel and chief economic advisor for Senator Bill Bradley.
Jeff received a BA, where he graduated with distinction and Phi Beta Kappa, and an MA
in International Policy Studies from Stanford University. Jeff 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.
is a Senior Partner and the Head of Public
Equity at Sterling Stamos. Cathy is responsible for managing the Long/Short
Equity and Long-Only Equity strategies as well as the day-to-day management
responsibilities for the Public Equity team. Prior to joining Sterling Stamos
in 2004, Cathy had over 10 years of financial experience. She spent more than 4
years as an institutional trader in the International Equities Division of
Merrill Lynch and her previous experiences also include positions with the
Equity Derivatives Controller Group at Goldman Sachs and the Financial
Institutions Group at Arthur Andersen. Cathy is fluent in Chinese.
Cathy received a BS in Accounting and a minor in Japanese from New
York University, Stern School of Business, where she was a Stern Scholar. Cathy
also received an MBA in Finance from The Wharton School at University of
is a Partner and the Head of the Endowment Solutions Group at Sterling Stamos.
Prior to joining Sterling Stamos in 2008, Bong 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, Bong
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. Bong 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). Bong is conversational in Japanese, Korean, and
Bong received a BA from Yale University and
an MBA from Harvard Business School.
is a Partner and Head of the Private Capital team at
Sterling Stamos. Jason is responsible for co-managing the firm’s private capital
business and investment activities, including the Private Equity and Real Assets
funds. Prior to joining Sterling Stamos in 2010, he was Head of Strategic Fund
Investments for Bank of America with responsibility for the company’s proprietary
investments in private equity funds and hedge funds. Jason was previously Chief
Operating Officer of the Global Strategic Capital group at Bank of America and
held other roles within Bank of America’s Global Corporate and Investment Bank.
Prior to joining Bank of America, he held corporate finance and accounting positions
at Paramount/VIACOM, Time Warner Cable, and PL Industries where he had responsibility
for financial operations in Mexico. Jason is a member of numerous limited partnership
advisory boards across several private equity investment sectors. He currently serves
on the Board of Trustees of the Urban Ministry Center where he is Chair the Investment
Committee and is a founding board member of The Gift of Adoption of the Carolinas.
Jason received a BS from Virginia Polytechnic Institute and State University and an
MBA from the University of North Carolina at Chapel Hill. He is a Certified Public Accountant.
is a Partner and Head of the Operational Due Diligence team at Sterling Stamos.
Prior to joining Sterling Stamos in 2010, Ed was the Head of Alternative Assets Risk Management
at RBC Capital Markets, where he managed qualitative and operational due diligence reviews of
hedge funds, and evaluated and managed hedge fund portfolio risk. Prior to that, Ed was the
Global Head of Hedge Fund Investment Due Diligence at Merrill Lynch. He has held a number of
other investment management and trading roles in the U.S. and Japan, including serving as the
Head of Fixed Income Trading at Bank of Nova Scotia Capital Markets (Tokyo) and as a portfolio
manager at Nomura Securities where he oversaw a $3.7 billion managed account fund of funds
portfolio as well as four U.S. treasury bond funds. Ed began his career as a financial consultant
at Merrill Lynch and is fluent in Japanese.
Ed received a BS from Pennsylvania State University and is a CFA Charterholder.
is a Partner and the Head of Portfolio Construction & Risk Management
at Sterling Stamos. Josh is responsible for portfolio risk management for all Sterling Stamos
funds. Prior to joining Sterling Stamos, Josh was a Principal in the Global Principal Investments
Division of Merrill Lynch, where he was responsible for managing the investment strategy, due
diligence, and risk management efforts of a multi-billion dollar portfolio of hedge fund
investments. During his tenure at Merrill Lynch, Josh also served as the Head of Strategy
and Business Development in the Hedge Fund Group, where he focused on strategic transactions
in the hedge fund space, and as a Director of Merrill Lynch Investment Managers, where he
developed strategy and launched new alternative investment products. Before joining Merrill
Lynch, he worked throughout Asia for six years as an Engagement Manager in the Financial
Institutions Group at McKinsey & Company and at Pricewaterhouse Coopers. Josh began his career
as a faculty member at Yale University.
Josh received a BA from Wesleyan University, where he graduated Phi Beta Kappa, and a PhD
from Yale University, where he received an Andrew W. Mellon Fellowship and graduated with
is a Partner and Head of the Private Capital team at Sterling Stamos.
Joanna is responsible for co-managing the firm’s private capital business and investment
activities, including the Private Equity and Real Assets funds. She was responsible for
fundraising, portfolio construction, and investment activities for Private Equity Fund I
and Private Equity Fund II. Prior to joining Sterling Stamos, Joanna spent more than 12
years in the direct private equity and venture capital industry. She was a Managing Director
at Symphony Technology Group, a technology buyout fund with an emphasis on software and
software services, including overseas outsourcing opportunities. Joanna was previously a
General Partner at Bessemer Venture Partners, where she invested in software and internet
companies. She served on the Board of Directors of BlueNile as a member of the Compensation
and Corporate Governance Committees. Joanna began her career as an associate at Skadden Arps.
Joanna received a BA from University of Pennsylvania where she
graduated Phi Beta Kappa and a JD (law review) from the University of
California at Los Angeles.
is a Managing Director on the Finance team at Sterling Stamos. Kristina is
responsible for overseeing the day-to-day operations of the finance team which
includes managing the firm’s investment fund accounting and reporting. Prior to
joining Sterling Stamos in 2004, Kristina was a Manager with International Fund
Services, a hedge fund administrator, where she worked with hedge funds and
hedge fund of funds.
Kristina received a BS from Boston University.
is a Managing Director on the Private Capital team at Sterling Stamos.
Carolyn is responsible for managing the Firm’s investments in venture capital, growth equity,
and buyouts on a global basis with a primary focus on emerging markets and domestic middle market
opportunities as well as fund operating and fundraising activities. Prior to joining Sterling
Stamos in 2008, Carolyn was a Vice President at Banc of America Capital Access Funds, a fund of
funds focused on underserved markets in the U.S. Prior to that, Carolyn was a Vice President at
DFJ ePlanet Ventures, DFJ's first global information technology/life sciences venture capital fund.
Carolyn’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. Carolyn is
fluent in Korean and conversant in Mandarin and Spanish.
Carolyn received a BA and an MA from the University of Pennsylvania. Carolyn also received a Master of
Arts in Law and Diplomacy from The Fletcher School at Tufts University where she was a Woodrow Wilson Fellow.
is a Managing
Director on the Private Capital team at Sterling Stamos. John is responsible
for sourcing, analyzing, executing, and managing private equity fund
investments, with a primary focus on the domestic and international buyout
market. Prior to joining Sterling Stamos in 2010, John was a Vice President in
Bank of America Merrill Lynch‘s Global Strategic Capital group with
responsibility for sourcing, evaluation, due diligence, and execution of the
private equity fund investments. Prior to joining the Global Strategic Capital
group, he spent a year in Corporate Funding with responsibility for execution
of capital raising activities by Bank of America Merrill Lynch through the
issuance of senior and subordinated bonds, preferred equity, and convertible
securities. John’s previous experience also includes eight years in Global
Corporate & Investment Banking with responsibility for underwriting,
structuring, and executing senior bank debt transactions for clients primarily
in the healthcare industry and financial sponsors. In this role, he managed a
diverse credit portfolio and was an integral team member for multiple merger
& acquisition, leveraged buyout, and leveraged recapitalization
transactions. John is a member on the Charlotte Advisory Board of Citizen
Schools, a not-for-profit focused on expanding the learning day for middle
school children in low income communities.
John received a BS from Clemson University and an MBA from The
Fuqua School of Business at Duke University.
is a Managing Director on the Partner Relations team at
Sterling Stamos. Allyson is responsible for overseeing the Partner Relations team,
client management, business development, and distribution strategy. Prior to
joining Sterling Stamos in 2010, Allyson was a Vice President at Oak Hill Investment
Management, which evolved out of the Robert M. Bass family office, leading investor
relations and client communications. Prior to Oak Hill, she spent seven years at
Goldman Sachs Asset Management, most recently as a Vice President and Senior Product
Manager/Client Portfolio Manager.
Allyson received a BA in Politics, Philosophy, and Economics from the University of
Pennsylvania where she graduated summa cum laude. Allyson also received an MBA from
The Stern School of Business at New York University with a concentration in finance,
marketing, and management.
is a Managing Director and the Head of Absolute Return at Sterling Stamos.
Prior to joining Sterling Stamos in 2010, Jonathan was a Director at the University of California,
Office of the Treasurer of the Regents, where he managed a multi-billion dollar hedge fund portfolio
with a global mandate. Prior to that, he built and managed customized investment portfolios for
pension and endowment clients at New England Pension Consultants. Jonathan began his career as a
Research Associate focused on domestic and international equity and fixed income strategies at Fidelity
Investments. He currently serves on the board of Peace First, is an adjunct professor at the University
of San Francisco, and is an Investment Committee member for the Silicon Valley Community Foundation.
Jonathan received a BS and an MBA from Boston College and is a CFA Charterholder.
Deanna Ho Montgomery
is a Managing Director on the Private Capital
team at Sterling Stamos. Deanna is responsible for managing the natural
resources and infrastructure investments, as well as related fundraising and
operating activities. Prior to joining Sterling Stamos, Deanna was a 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. Prior to that, she was a Vice President at J.P.
Morgan where she invested in early stage financial technology companies and
served as head of the committee responsible for sourcing and screening deal
flow. While at J.P. Morgan, Deanna was also responsible for raising 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, Deanna
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.
Deanna received a BS degree from Cornell University.
is a Managing
Director on the Risk Management and Absolute Return teams at Sterling Stamos.
Michelle is responsible for underwriting risk due diligence and the ongoing
risk management of the Firm’s Absolute Return and Equity portfolios. She is
also responsible for tail hedging and CTA strategies as part of the Absolute
Return team. She was previously in the Assistant Trader Program working in
equity options at Susquehanna International Group. Michelle is conversational
Michelle received a BA from Stanford University (with Honors). She
received an MA from the University of Chicago and an MS from Carnegie Mellon