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About
George Calhoun is an Analyst at Stokes Family Office, LLC, a boutique wealth management firm based in New Orleans, Louisiana, where he contributes to investment research, portfolio analysis, and financial planning for high-net-worth families and institutional clients. In his current role, he works closely with the team to support comprehensive portfolio management and financial advisory services, focusing on multi-asset allocation, retirement plan offerings, and evidence-based investment strategies tailored for affluent individuals and business owners.
Before joining Stokes Family Office, George developed expertise in risk assessment and advisory services as an Associate at CBIZ Stinnett, following an earlier internship with the same firm, where he supported clients with internal audit, compliance, and financial risk projects. This background reinforces his analytical capabilities and hands-on experience in the areas of enterprise risk management and advisory for diverse client portfolios.
George earned his degree in Finance from Louisiana State University, equipping him with a strong foundation in financial analysis and investment strategy. His sector focus includes multi-asset portfolios, wealth management for families and institutions, and risk mitigation in investment planning within the financial advisory space.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stokes Family Office | Analyst | Apr 2024 to Present | — |
| CBIZ Stinnett | Risk and Advisory Associate | Jul 2023 to Apr 2024 | — |
| CBIZ Stinnett | RAS Intern | Jul 2022 to Jul 2023 | — |
Education
Louisiana State University
Finance, Finance, General
2019 — 2023
Others at Stokes Family Office, LLC (2)
| Name | Role | Location |
|---|---|---|
| Analyst | New Orleans, LA , United States | |
| Managing Partner | New Orleans, LA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
W Wendy Holding | Portfolio Manager | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | Boston, MA , United States |
| Research Analyst | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | Boston, MA , United States |