Storgate, LLC

William Stahl is a CFA® charterholder based in Dallas, TX, with eight years of industry experience. He has worked at Storgate, LLC since 2025 and previously spent 25 years at Bessemer Trust Company. Storgate specializes in wealth advisory and investment management for ultra-high net worth individuals, families, foundations, and trusts. The firm offers bespoke, long-term oriented portfolios that integrate private equity and alternative investments with traditional asset classes, providing both discretionary and non-discretionary advisory solutions tailored to clients’ specific goals and planning needs.

Jeff Deke is a CFA® charterholder and holds a Series 63 license with five years of industry experience. He is currently with Storgate, LLC and previously worked at Dimensional Fund Advisors and Wells Fargo Securities. His background includes military service in the U.S. Navy and a role at Emory University. Storgate, LLC provides wealth advisory and investment management services primarily to ultra-high net worth individuals, families, foundations, and trusts. The firm offers bespoke, long-term oriented investment strategies that include private equity and alternative investments, alongside traditional asset classes, and integrates financial, tax, and estate planning into portfolio oversight.