Ancora Holdings Inc. is a client focused investment management and family wealth advisory firm that operates with the highest level of integrity and honesty in all aspects of their business. This is accomplished through a culture of entrepreneurial spirit that encourages teamwork, excellence, accessibility, humility and accountability ineverything they do.

Investment Management

Ancora Holdings Group

Ancora Holdings Group's headquarters in Mayfield Heights, OH, United States

Fredrick D. DiSanto

John Bartels

Stephanie Stadler

Larry Joseph

Lauren Turkisher

Jeffrey van Fossen

Elin Young

Laura Lawless

Cindy Flynn

Richard Renner

Brian Joseph

Scott Misischia

John Micklitsch

Brad Zucker

The Leadership Team at Ancora Holdings Group is responsible for setting the strategic direction, overseeing operations, and ensuring alignment with the company's core values of integrity, excellence, and entrepreneurial spirit. Comprised of senior executives across various departments, they drive decision-making processes, foster a culture of teamwork and accountability, and manage client relations to uphold the firm's commitment to exceptional investment management and wealth advisory services.

Leadership Team

The team of Vice Presidents and Managing Directors at Ancora Holdings Group is responsible for leading and overseeing various key functions within the company. Their roles span across areas including property & casualty, financial planning, marketing, investment operations, corporate development, employee benefits, human resources, and institutional sales. They drive strategic initiatives, ensure operational excellence, foster client relationships, and contribute to the overall growth and success of the firm through their leadership and expertise.

Vice Presidents and Managing Directors

The Investment Management Team at Ancora Holdings Group is responsible for researching, analyzing, and managing diverse investment portfolios to meet client objectives. Team members, including equity analysts, portfolio managers, and traders, collaborate to optimize asset allocation, conduct thorough market analysis, execute trades, and develop strategies to maximize returns while mitigating risks. The team's focus on integrity, accountability, and excellence ensures personalized, strategic investment solutions for clients.

Investment Management Team

The Sales and Account Management team at Ancora Holdings Group is responsible for driving client acquisition and retention through personalized investment solutions and family wealth advisory services. They oversee client relationships, develop tailored strategies to meet client needs, and ensure satisfaction by maintaining open communication and delivering exceptional service. Additionally, they collaborate to identify growth opportunities and enhance the firm's market presence.

Sales and Account Management

The Executive Support team at Ancora Holdings Group ensures seamless operational efficiency and executive function by managing administrative tasks, supporting institutional sales and marketing efforts, providing exceptional client reception services, and directly assisting the Chief Executive Officer in strategic initiatives and day-to-day responsibilities.

Executive Support

The Presidents at Ancora Holdings Group oversee and strategize the operations of their respective divisions: Family Wealth and Alternatives. They ensure alignment with the firm's values of integrity, teamwork, and excellence while driving growth, client satisfaction, and innovative investment solutions.

Ancora Holdings Group

Org chart

Teams

Leadership Team

Vice Presidents and Managing Directors

Investment Management Team

Sales and Account Management

Executive Support

Presidents

Offices

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