Jeffrey van Fossen

Jeffrey Van Fossen, CFA has extensive experience in the financial industry. Jeffrey currently works as a Managing Director at Ancora Holdings Group since January 2016. Prior to that, they served as a Managing Director at Inverness Wealth Management for almost 9 years from April 2007 to January 2016. Before joining Inverness Wealth Management, Jeffrey held the position of Vice President, Portfolio Manager at KeyBank for over 10 years from May 1988 to January 1999. Jeffrey also worked as an Investment Analyst at Packer & Company Investment Management for a year from June 1996 to July 1997.

Jeffrey Van Fossen, CFA, has a diverse educational background. Jeffrey began their education in 1980 at The Ohio State University, where they studied Pre-Veterinary Studies for two years. In 1982, they transferred to the University of Akron and earned a Bachelor of Science degree in Business Administration in 1984.

Following their undergraduate studies, Jeffrey attended Case Western Reserve University School of Law, where they pursued a Doctor of Law (JD) degree from 1984 to 1987. During this period, their field of study is not specified.

In 1988, Jeffrey continued their education at the Weatherhead School of Management at Case Western Reserve University. Jeffrey obtained a Master of Business Administration (MBA) degree in Finance in 1989, further bolstering their knowledge in the financial field.

Jeffrey Van Fossen has also acquired additional certifications. In 1998, they became a Chartered Financial Analyst (CFA) Charterholder through the CFA Institute. Additionally, in the same year, they were admitted to the Ohio State Bar by the Ohio State Bar Association.

Based on the information provided, it can be inferred that Jeffrey Van Fossen has a strong background in law, finance, and business administration, making him a well-rounded individual in these fields.