Paul McCormack

Paul McCormack, CFP®, AAMS®, is the Managing Director at Ancora Holdings Group, bringing over twenty years of experience as a financial advisor and investment strategist. They have advised high net worth families on custom lifetime planning services, focusing on individualized investment and wealth management strategies. Previous roles include Senior Vice President at both Ancora Holdings Inc. and Inverness Investment Group, where they provided guidance to entrepreneurs, business owners, and executives. Paul holds an AAMS designation from the College for Financial Planning, further enhancing their expertise in wealth and risk management.