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William Falling Stotz
Director/Board Member at Forum Capital Partners
Net worth: 543 456 $ as of 2024-06-29
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
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
LIQUIDITY SERVICES, INC.
0.09% | 2022-12-30 | 27,200 ( 0.09% ) | 543 456 $ | 2024-06-29 |
William Falling Stotz active positions
Companies | Position | Start |
---|---|---|
Staley Capital Advisers, Inc.
![]() Staley Capital Advisers, Inc. Investment ManagersFinance Staley Capital Advisers, Inc. (Staley Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by John Staley A. IV in 1996. Staley Capital provides portfolio management services to wealthy families, individuals, trusts and institutional accounts such as charitable organizations and profit-sharing plans. | Analyst-Equity | 1997-12-31 |
Forum Capital Partners
![]() Forum Capital Partners Investment Trusts/Mutual FundsMiscellaneous Forum Capital Partners operates as a hedge fund that provides investment services. The company is headquartered in Pittsburgh, PA. | Director/Board Member | - |
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
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Staley Capital Advisers, Inc.
![]() Staley Capital Advisers, Inc. Investment ManagersFinance Staley Capital Advisers, Inc. (Staley Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by John Staley A. IV in 1996. Staley Capital provides portfolio management services to wealthy families, individuals, trusts and institutional accounts such as charitable organizations and profit-sharing plans. | Finance |
Forum Capital Partners
![]() Forum Capital Partners Investment Trusts/Mutual FundsMiscellaneous Forum Capital Partners operates as a hedge fund that provides investment services. The company is headquartered in Pittsburgh, PA. | Miscellaneous |
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