The Experts

Our Team

Our leadership team brings over 40 years of combined experience advising central banks, managing multi-billion-dollar portfolios, and building investment infrastructure for some of the world’s most sophisticated investors. Our team has worked across every major asset class – from equities and bonds to commodities and digital assets – and brings that institutional depth to every client relationship. Prior to launching Koios, our founders co-managed Stategy Capital, an alternative investment firm and two-time nominated “Emerging Manager of the Year” by Bloomberg/HedgeWeek.

Joel Fortney, CFA, CPWA®

Chief Investment Officer
Joel brings 25+ years of institutional investment management experience and entrepreneurial leadership. He serves as Owner, CEO, and CFO across a portfolio of private companies.
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Daniel Jerrett, Ph.D.

Head of Macro & Investment Strategy
Daniel leads global investment strategy and proprietary model development. He is a globally recognized thought leader, trusted advisor, and educator in the field of economics.
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Grace Stufflebeam

Director of Marketing
Grace specializes in business development. She works closely with our team to support strong collaboration and communication.
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Contact
ir@koiospfo.com
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Investing involves risk, including risk of loss. Koios Private Family Offices is the marketing name of Koios Private Family Offices, LLC. Investment advisory, asset management and fiduciary activities are performed by Koios Private Family Offices, LLC. Koios Private Family Offices, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Additional information is available upon request.