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

The office at 159 E Livingston Ave focuses on wealth management and client operations, providing strategic financial services.

159 E Livingston Ave

This department oversees client services and operations, ensuring effective management and delivery of client-related activities.

Client Operations

This department provides strategic direction and oversight for the organization.

Executive Leadership

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

This department provides financial planning and investment advice to clients, focusing on wealth and estate management.

Wealth Management

This department manages client interactions and operational processes to ensure effective service delivery and support.

Client Service Operations

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.

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Other teams

Executive Leadership

Vice Presidents and Managing Directors

Wealth Management

Client Service Operations

Investment Management Team