Who we are
- Executive Assistant for two financial/brokerage firms and twenty years as a Personal/Executive Assistant to high-net-worth individual, Berry R. Cox, the son of Edwin L. Cox for whom the business school at SMU is named.
- Responsibilities involved tracking returns from various investments including
- hedge funds and individual equities
- maintaining a database of hedge fund managers
- interacting/communicating with high net-worth individuals
- typing correspondence
- scheduling calendars
- planning domestic and international trips
- tracking fractional-interest private plane usage
- Dee was a professional ballet dancer in a former life
Dee Stofko's Resume (pdf) Dee Stofko's Resume (html)
- Experience in spreadsheet modeling
- Small databases
- Management reporting
- External reporting
- Budget and data analysis
- Business plan development
- Revenue/expense forecasting
Ed Stofko's Resume (pdf) Ed Stofko's Resume (html)
The Couple
Ed and Dee Stofko have raised three children and managed a household while holding full-time jobs.
They are very familiar with the stresses and complications of juggling work and family while managing personal and financial resources such that they have been able to send all three children to college.
They can help your family make sense of and organize the many aspects of your office, small business, and home.
Since 2007 Ed and Dee have completed a combined 20 marathons.
