Education Math Mergers and Acquisitions (M&A) 
CFO News Room
DECEMBER 27, 2022
Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.
Barry Ritholtz
JANUARY 9, 2024
He brings an unusual background as both an m and a attorney and a derivative specialist at two of the best firms in the world for those spaces. You, you were valedictorian Harvard, you never mentioned your Ivy League education. Matt Levine writes The Money Stuff Daily newsletter for Bloomberg. Barry Ritholtz : 00:01:23 Right.
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Barry Ritholtz
FEBRUARY 13, 2023
RITHOLTZ: Was this a distressed acquisition or — RIEDER: It was. And they took two of us, and I’m not sure how I made it through the strainer. He helps to oversee $2.5 trillion in various investments. I can keep babbling about how fascinating I found this discussion. You graduate Emory University with a degree in finance.
Barry Ritholtz
JANUARY 24, 2023
KLINSKY: I’m a big fan of both of them and a big fan of the JD/MBA program and involved with both schools still today. I’m a big fan of multidisciplinary approaches. He eventually goes to a Forstmann Little where he’s one of the first five founding partners. They grew a business where they issued junk debt.
Barry Ritholtz
SEPTEMBER 26, 2022
He basically set up a foundation, joined The Giving Pledge, and became very active in both policy and entrepreneurship. Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing.
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