Spencer Hoffman
Director/Board Member at CHARLES TAYLOR PLC
Profile
Spencer is a Partner of LMP and a member of its Investment Committee, ESG Committee and DE&I Committee, joining the Firm in 2007.
Prior to joining LMP, Spencer was a Principal at Safeguard Scientifics Inc., a publicly-traded growth capital investor, where he completed over 20 private equity and public transactions.
Prior to pursuing his M.B.A., Spencer was the Manager of Corporate Affairs at MicroStrategy, Inc., reporting to the founder and CEO, and he was in the Technology Investment Banking group at Merrill Lynch & Company, Inc.
He is a member of the Boards of Directors of Billhighway, Charles Taylor, Engage People, Inc., London & Capital, STP Investment Services and Warner Pacific and is Co-Chair of the Wharton Private Equity & Venture Capital Association.
Prior board positions include ALPS Holdings Inc., Foreside Financial Group, H.D.
Vest Financial Services, Leerink Swann Holdings LLC, and Worldwide Facilities, LLC.
Spencer earned an A.B.
degree in African American Studies from Brown University and an M.B.A.
in Finance from the Wharton School of Business.
Spencer Hoffman active positions
| Companies | Position | Start |
|---|---|---|
| CHARLES TAYLOR PLC | Director/Board Member | - |
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Private Equity Investor | 2007-01-31 |
Former positions of Spencer Hoffman
| Companies | Position | End |
|---|---|---|
| SAFEGUARD SCIENTIFICS, INC. | Corporate Officer/Principal | 2006-12-30 |
H.D. Vest, Inc.
 H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Corporate Officer/Principal | - |
SVB Securities Holdings LLC
 SVB Securities Holdings LLC Financial ConglomeratesFinance SVB Leerink Holdings LLC operates as an investment bank holding company with interest in investment services. The firm provides equity research, institutional sales and trading, corporate finance and strategic advisory services. The company was founded in 1995 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
ALPS Holdings, Inc.
 ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO. | Corporate Officer/Principal | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Training of Spencer Hoffman
| Brown University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| SAFEGUARD SCIENTIFICS, INC. | Finance |
| MICROSTRATEGY INCORPORATED | Technology Services |
| Private companies | 6 |
|---|---|
SVB Securities Holdings LLC
SVB Securities Holdings LLC Financial ConglomeratesFinance SVB Leerink Holdings LLC operates as an investment bank holding company with interest in investment services. The firm provides equity research, institutional sales and trading, corporate finance and strategic advisory services. The company was founded in 1995 and is headquartered in Boston, MA. | Finance |
Charles Taylor Ltd.
 Charles Taylor Ltd. Insurance Brokers/ServicesFinance Charles Taylor Ltd. engages in the provision of professional services and technology solutions to the insurance market. It operates through the following segments: Charles Taylor Claims Services, Charles Taylor Insurance Management, and Charles Taylor InsureTech. The company was founded in 1840 and is headquartered in London, the United Kingdom. | Finance |
H.D. Vest, Inc.
H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Finance |
Lovell Minnick Partners LLC
Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Finance |
ALPS Holdings, Inc.
ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
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