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William Stotz
Directeur/Membre du Conseil chez
Forum Capital Partners
Profil
Mr. William F.
Stotz is a Managing Director at Staley Capital Advisers, Inc. He joined Staley Capital in 1998 as a shareholder, Vice President and Managing Director.
He co-manages and directs trading for Forum Capital Partners, and also serves as an equity and high yield debt analyst for the private accounts.
Mr, Stotz is a member of Staley Capital’s Investment Committee.
Prior to joining Staley Capital in 1998, Mr. Stotz was a high yield investment analyst and portfolio manager with Federated Investors, Inc. from January 1993 to June 1998.
Prior to that, he worked in New York City as a high yield analyst with Prudential Bache Securities and an assistant portfolio manager with Calvin Bullock Ltd.
Mr. Stotz earned a BA, major in Economics and Accounting from the College of the Holy Cross, and an MBA in finance from the University of Massachusetts.
Postes actifs de William Stotz
| Sociétés | Poste | Début |
|---|---|---|
Staley Capital Advisers, Inc.
 Staley Capital Advisers, Inc. Investment ManagersFinance Staley Capital employs a long-term, value-driven investing philosophy while also seeking to take tactical advantage of opportunities produced by periods of extreme market volatility. Their core equity selection process emphasizes value characteristics and quality. In seeking opportunities within fixed-income asset classes, the firm employs macroeconomic and fundamental analysis to manage credit and interest rate exposure. Staley Capital invests in mutual funds and exchange-traded funds to gain exposure to certain asset classes or provide diversification in small accounts. | Analyst-Equity | 01/01/1998 |
Forum Capital Partners
 Forum Capital Partners Investment Trusts/Mutual FundsMiscellaneous Functions as a hedge fund | Directeur/Membre du Conseil | - |
Formation de William Stotz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
48
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Forum Capital Partners
Forum Capital Partners Investment Trusts/Mutual FundsMiscellaneous Functions as a hedge fund | Miscellaneous |
Staley Capital Advisers, Inc.
Staley Capital Advisers, Inc. Investment ManagersFinance Staley Capital employs a long-term, value-driven investing philosophy while also seeking to take tactical advantage of opportunities produced by periods of extreme market volatility. Their core equity selection process emphasizes value characteristics and quality. In seeking opportunities within fixed-income asset classes, the firm employs macroeconomic and fundamental analysis to manage credit and interest rate exposure. Staley Capital invests in mutual funds and exchange-traded funds to gain exposure to certain asset classes or provide diversification in small accounts. | Finance |
College of the Holy Cross (Massachusetts)
 College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
