Spencer Stolle
Analyst-Equity at Capital One Investing LLC
Network origin in Spencer Stolle first degree
Entity | Entity type | Industry | |
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Georgetown University
352
| College/University | Other Consumer Services | 352 |
Capital One Investing LLC
Capital One Investing LLC Investment Banks/BrokersFinance Founded in 1999, Capital One Investing LLC is a broker/dealer located in Bellevue, Washington. The firm is a subsidiary of Capital One Financial Corp. (NYSE: COF) which acquired the firm from ING Group in 2012. Capital One Investing was formerly known as ShareBuilder Securities Corp. and as Capital One ShareBuilder, Inc. The firm offers brokerage services to long-term investors. They provide a full array of trading and execution services for their clients, but do not provide any internal research. Capital One Investing is a member FINRA/SIPC.
5
| Subsidiary | Investment Banks/Brokers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Spencer Stolle via their personal network
Company | Sector | Related people | Main position |
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Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Fixed Income Analyst-Equity Corporate Officer/Principal | |
JEFFERIES FINANCIAL GROUP INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Warburg Pincus LLC
Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Investor Private Equity Investor | |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
OrbiMed Advisors LLC
OrbiMed Advisors LLC Investment ManagersFinance OrbiMed Advisors LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. It was founded by Sven Borho and Carl Gordon in 1989. The firm provides discretionary investment management services to US and non-US public and private funds. | Investment Managers | Analyst-Equity | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Investor | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
VOYA FINANCIAL, INC. | Life/Health Insurance | Director/Board Member | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Greenspring Associates, Inc.
Greenspring Associates, Inc. Investment ManagersFinance Greenspring Associates Inc is a venture capital subsidiary of StepStone Group, Inc. founded in 2000 by C. Ashton Newhall. The firm is headquartered in Owings Mills, Maryland. | Investment Managers | Private Equity Analyst | |
Federal Reserve Bank of New York | General Government | Corporate Officer/Principal | |
Flexpoint Ford LLC
Flexpoint Ford LLC Investment ManagersFinance Flexpoint Ford LLC (Flexpoint Ford) is a private equity firm founded in 2005 by Donald Joseph Edwards, Ethan Abraham Budin and Charles Earle Glew. The firm is headquartered in Chicago, Illinois with an additional office in New york. | Investment Managers | Private Equity Investor | |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
SFW Capital Partners LP
SFW Capital Partners LP Investment ManagersFinance SFW Capital Partners LP (SFW Capital Partners) is a private equity firm founded in 2007 by Thomas P. Salice, Roger C. Freeman, David Webb and Norman Wells. The firm Is headquartered in Rye, New York. | Investment Managers | Private Equity Analyst | |
MAS Medical Staffing, Inc.
MAS Medical Staffing, Inc. Personnel ServicesCommercial Services MAS Medical Staffing, Inc. provides staffing services to healthcare facilities such as Per-diem staffing in New Hampshire and Rhode Island for nurses and nurses aides-travel and permanent placement services for both allied and nursing professionals. The company was founded by Jay Hamel in 2002 and is headquartered in Manchester, NH. | Personnel Services | Director/Board Member | |
Washington Area Women's Foundation | Director/Board Member | ||
BlueCrest Capital Management (New York) LP
BlueCrest Capital Management (New York) LP Investment ManagersFinance BlueCrest Capital Management (New York) LP (BCM) is a hedge fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BC Capital Management Services Ltd. BCM provides investment advisory and management services to high-net-worth clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity Analyst-Equity | |
Welfare & Pension Administration Service, Inc.
Welfare & Pension Administration Service, Inc. Investment ManagersFinance Welfare & Pension Administration Service, Inc. provides employer benefits administration services. The company is based in Mercer Island, WA and has subsidiaries in the United States. The CEOs are Adam Keck, Dennis Kirkpatrick. The company was founded in 1953. | Investment Managers | Director/Board Member | |
Capital One Advisors LLC
Capital One Advisors LLC Investment ManagersFinance Capital One Advisors LLC (do-business-as ShareBuilder 401k) is an investment management firm headquartered in Seattle, Washington. The firm was founded in 2005 and is a subsidiary of Capital One Holdings LLC, ultimately held by Capital One Financial Corp. (NYSE: COF). ShareBuilder 401k offers 401(k) plan design consulting, employee education, digital setup, and investment management services to any size business and their employees. | Investment Managers | President | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
The Bank of New York Mellon (New York)
The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
McDonough School of Business | College/University | Director/Board Member Masters Business Admin Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Mission Engine LLC
Mission Engine LLC Investment ManagersFinance Mission Engine LLC (MissionOG) is a venture capital firm founded in 2012 by Kevin O’nell, Eugene Lockhart, George Krautzel, Andrew Kese and Andy Newcomb. The firm is headquartered in Philadelphia, Pennsylvania. | Investment Managers | Consultant / Advisor Private Equity Investor | |
Saïd Business School | College/University | Masters Business Admin Masters Business Admin | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
FW Asset Management Ltd.
FW Asset Management Ltd. Investment ManagersFinance FW Asset Management Ltd. (FidelisWorld ) is a private equity firm founded in 2010 by Anand S. Krishnan. The firm headquartered in Ebene, Mauritius. | Investment Managers | Private Equity Investor | |
Edmund A. Walsh School of Foreign Service | College/University | Undergraduate Degree | |
Synctera, Inc.
Synctera, Inc. Packaged SoftwareTechnology Services Synctera, Inc. is a modern fintech platform that offers banking as a service (BaaS) to companies of all sizes. The company is based in Palo Alto, CA. Synctera provides an end-to-end platform that includes tech, compliance support, and bank partners to help companies create new revenue streams and enhance their value proposition by offering financial products such as bank accounts, debit cards, lending, and more. Synctera's platform is designed to simplify compliance processes using automated workflows and is pre-configured to meet the unique regulatory requirements of community banks. The company's flexible, proprietary ledger for building and managing financial product offerings is unconstrained by partner banks' core systems. Synctera offers competitive pricing that is simple, transparent, and usage-based. The company was founded in 2020 by Kris Hansen, Dominik Weisserth, and Peter Hazlehurst, who has been the CEO since incorporation. | Packaged Software | Director/Board Member | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
McIntire School of Commerce | College/University | Undergraduate Degree | |
SVB Investment Services, Inc.
SVB Investment Services, Inc. Investment ManagersFinance SVB Investment Services, Inc. (SVBIS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded in 2013 as SVB Wealth Advisory, Inc. and updated their name to SVB Investment Services, Inc. in 2022. They are a wholly owned subsidiary of Silicon Valley Bank, owned by SVB Financial Group (NASDAQ: SIVB). SVBIS provides discretionary and non-discretionary investment management services and wealth planning for their clients, who are visionaries and influencers in the innovation economy with investable assets and possibly illiquid assets. | Investment Managers | Chief Executive Officer | |
Periscope Equity LLC
Periscope Equity LLC Investment ManagersFinance Periscope Equity LLC (Periscope Equity) is a private equity firm founded in 2013 by Steven B. Jarmel. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Point72 Asset Management LP
Point72 Asset Management LP Investment ManagersFinance Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds. | Investment Managers | Analyst-Equity | |
Neogene Therapeutics, Inc.
Neogene Therapeutics, Inc. BiotechnologyHealth Technology Neogene Therapeutics, Inc. engages in the provision T cell therapies to treat cancer. The company was founded by Ton N. M. Schumacher and Carsten Linnemann and is headquartered in New York, NY. | Biotechnology | Director/Board Member | |
777 Partners LLC
777 Partners LLC Investment ManagersFinance 777 Partners LLC (777 Partners) is a private equity firm founded in 2015 by Steven W. Pasko and Joshua Wander. The firm is headquartered in Miami, Florida. | Investment Managers | Private Equity Analyst | |
Marine Corps Counterintelligence Association | Corporate Officer/Principal |
Statistics
International
United States | 43 |
United Kingdom | 3 |
Mauritius | 2 |
Sectoral
Finance | 30 |
Consumer Services | 10 |
Commercial Services | 3 |
Government | 2 |
Technology Services | 2 |
Operational
Director/Board Member | 130 |
Undergraduate Degree | 98 |
Corporate Officer/Principal | 93 |
Private Equity Investor | 63 |
Analyst-Equity | 47 |
Most connected contacts
Insiders | |
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Robert Nolan | 32 |
Chuck Hagel | 20 |
Ricky A. Pelletier | 18 |
Ignacio Alvarez | 16 |
Peter Morse | 14 |
Fernando Bunker Gentil | 13 |
Christopher King | 12 |
Todd Breeden | 11 |
Yvette Butler | 11 |
Alexandre Porto | 11 |
Ira Shoulson | 11 |
Richard Kerby | 9 |
M. William Benedetto | 9 |
Carrie Rich | 9 |
Kevin Formica | 8 |
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