Rob Spivey
Director of Research - Equity at Valens Research LLC
Profile
Mr. Rob Spivey is a Director of Research at Valens Research LLC.
He is actively involved in delivering credit and equity analyses, idea generation, and client servicing based on UAFRS.
Mr. Spivey is heavily involved in the development and management of the Valens Research application, a tool Valens has developed to allow investors to integrate the UAFRS framework for investment analysis into their process on a daily basis to improve investment insights and decision making.
Mr. Spivey was previously employed at The Abernathy Group, Legacy Capital Management, Credit Suisse, and Gillette.
He has held Assistant Portfolio Manager and Analyst positions.
He received his BS in Business Administration with a concentration in Finance and a minor in Philosophy from Northeastern University in Boston.
Mr. Spivey is also a CFA Charterholder and member of the CFA Institute.
Rob Spivey active positions
| Companies | Position | Start |
|---|---|---|
Valens Research LLC
 Valens Research LLC Investment ManagersFinance Valens Research LLC provides investment research. The private company is based in Cambridge, MA and has subsidiaries in Philippines. The company was founded in 2009. The CEO is Joel Aaron Litman. | Director of Research - Equity | 31/12/2013 |
Former positions of Rob Spivey
| Companies | Position | End |
|---|---|---|
Gillette Co.
 Gillette Co. Home FurnishingsConsumer Durables Global Gillette manufactures and sells a variety of consumer products, including razors, personal care products, batteries & oral care. It is also a leading battery (Duracell) manufacturer. It also makes Braun electric shavers, stationery products business and hair care lines | Corporate Officer/Principal | - |
Legacy Capital Management, Inc.
 Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California. | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
The Abernathy Group LLC
 The Abernathy Group LLC Investment ManagersFinance Founded in 1990 by Steven Abernathy, the Abernathy Group LLC is a hedge fund manager located in New York City. They manage the Abernathy Aggressive Appreciation Fund LP, the Abernathy Capital Preservation Fund LP, the Abernathy Group Systematic Fundamentals Val Trust LP and the Abernathy Preferred Performance Fund LP | Analyst-Equity | - |
Training of Rob Spivey
| Northeastern University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
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. | Finance |
Gillette Co.
Gillette Co. Home FurnishingsConsumer Durables Global Gillette manufactures and sells a variety of consumer products, including razors, personal care products, batteries & oral care. It is also a leading battery (Duracell) manufacturer. It also makes Braun electric shavers, stationery products business and hair care lines | Consumer Durables |
The Abernathy Group LLC
The Abernathy Group LLC Investment ManagersFinance Founded in 1990 by Steven Abernathy, the Abernathy Group LLC is a hedge fund manager located in New York City. They manage the Abernathy Aggressive Appreciation Fund LP, the Abernathy Capital Preservation Fund LP, the Abernathy Group Systematic Fundamentals Val Trust LP and the Abernathy Preferred Performance Fund LP | Finance |
Legacy Capital Management, Inc.
Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California. | Finance |
Valens Research LLC
Valens Research LLC Investment ManagersFinance Valens Research LLC provides investment research. The private company is based in Cambridge, MA and has subsidiaries in Philippines. The company was founded in 2009. The CEO is Joel Aaron Litman. | Finance |
- Stock Market
- Insiders
- Rob Spivey
