William Falling Stotz

William Falling Stotz

Director/Board Member at Forum Capital Partners

Net worth: 543 456 $ as of 2024-06-29

Consumer Services
Finance
Miscellaneous

Profile

Mr. William F.
Stotz is a Managing Director at Staley Capital Advisers, Inc. He is on the Board of Directors at Forum Capital Partners.
He is also a Vice President of the firm.
He co-manages and directs trading for Forum Capital Partners, co-manages Long-Only accounts and also serves as an equity and high yield bond Analyst for the private accounts.
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.

Known holdings in public companies

CompanyDateNumber of sharesValuationValuation date
2022-12-30 27,200 ( 0.09% ) 543 456 $ 2024-06-29

William Falling Stotz active positions

CompaniesPositionStart
Analyst-Equity 1997-12-31
Director/Board Member -
All active positions of William Falling Stotz

Training of William Falling Stotz

College of the Holy Cross (Massachusetts) Undergraduate Degree
University of Massachusetts Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

55

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies2

Finance

Miscellaneous

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