Stamos Capital Partners, L.P.
Nancy Fang-San Agustin has extensive experience as an executive assistant, providing comprehensive administrative support to senior executives in various financial firms including Stamos Capital Partners, L.P., Evercore, Morgan Stanley, and Pacific Edge Investment Management. Nancy excels in calendar management, travel coordination, client service, report preparation, and client database management. Nancy is known for their attention to detail, strong communication skills, and ability to streamline processes for improved efficiency and productivity.
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Stamos Capital Partners, L.P.
Stamos Capital Partners, L.P. is an independent, privately owned investment management firm. Our primary mission is to serve high-net-worth individuals, family offices, private foundations, endowments, trusts, and other clients that share our firm’s core values. The Firm seeks to preserve and build wealth for its clients and investors through an endowment-style approach that utilizes a diversified, global asset allocation intended to achieve attractive, long-term returns.