Fundraising Fox

Scott Spangler

Investor

Managing Partner | COO at AI Capital

United States

About

A Colorado-based financial services veteran of over three decades, Spangler advises high net worth families and oversees AI Capital's capital formation, investor relations, compliance, and operations.

Experience

  1. AI CapitalLP | Managing Partner | COOcurrent2017 β€” presentColorado, United States
  2. XRHealthInvestorcurrent2021 β€” presentBoston, Massachusetts, United States
  3. MasttroConsultantcurrent2020 β€” presentMonterrey, Nuevo LeΓ³n, Mexico
  4. High Country Capital ManagementFee Only Investment Advisor Representative (IAR) | FINRA Series 65 Securities Licensecurrent1998 β€” presentVail, Colorado, United States
  5. AgoraiInvestorcurrent2017 β€” presentBritish Virgin Islands
  6. Luminoso Technologies, Inc.Investorcurrent2017 β€” presentGreater Boston Area
  7. AVYSTInvestorcurrent2017 β€” presentSan JosΓ© del Cabo, Baja California Sur, Mexico
  8. Silver Hill Partners LtdFounder & Ownercurrent2011 β€” presentUnited States
  9. Global Cycle RidesRide Leadercurrent2018 β€” presentDenver, Boulder, Vail, Aspen | Sydney, Australia
  10. Netra, Inc.Investor2017 β€” 2023Boston
  11. Link3DInvestor2019 β€” 2022Boulder
  12. Carden CapitalSenior Wealth Manager | Institutional Business Development | Client Service2015 β€” 2017Solana Beach, California | Denver, Colorado
  13. CoBiz Financial Inc.VP | Consultant2014 β€” 2015Greater Denver Area
  14. First Western TrustSenior Vice President, Business Development | Cherry Hills Village2008 β€” 2009
  15. Ascent Capital ManagementFounder & President2004 β€” 2008Denver, CO
  16. E*TRADE from Morgan StanleyRocky Mountain Region Manager - Corporate Client Services2002 β€” 2004
  17. EVEREN Securities (First Union, Wachovia)Investment Consultant1998 β€” 2002Denver, CO
  18. Toyota North AmericaManagement Training Program | Credit & Collections Management1990 β€” 1998Phoenix AZ | Denver CO

Education

  1. Colorado Mesa UniversityB.B.A., Economics & Finance. (Freshman Year: Computer Science)
  2. Santa Clara UniversityCertified Equity Professional (Level I), Finance and Financial Management Services
  3. Investments & Wealth InstituteAsset Allocation | Investment Policy | Performance Measurement & Evaluation
  4. Cannon Financial InstituteTrust & Estate Planning

Skills & more

Business Development72Strategic Partnerships53Wealth Management99Investments99Entrepreneurship56Sales24Portfolio Management53Asset Management44Finance64Risk Management43Securities34Venture Capital26
+12 moreAsset AllocationHedge FundsMutual FundsFinancial AdvisoryEquitiesEconomicsPrivate EquitySocial Media MarketingMicrosoft OfficeStrategyManagementLeadership

Languages English Β· Spanish

  • Stanford/NVCA Venture Capital Symposium β€” Rock Center for Corporate Governance at Stanford University
  • Insurance Broker: Life | Disability | Health | Property/Casualty β€” State of Colorado
  • Open Water Diver β€” PADI
  • Series 65 β€” FINRA
  • Series 63 β€” FINRA
  • Series 24 β€” FINRA
  • Series 7 β€” FINRA

From Scott's professional profile.

Same school

Shared employers

Colleagues at AI Capital