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Family Wealth

Richard Renner - Image

Richard Renner

President

Rick has advised affluent families for over thirty years. His industry career began with Alex Brown & Sons in 1986. As a better way to add value for families, Rick began Inverness Investment Group, a registered investment advisor (RIA) in 2002. At Inverness he built an experienced team to advise on investing and to consult on planning for client’s future financial events. At Inverness the team advised over three hundred exceptional, affluent families. In 2015, Inverness merged with Ancora where Rick currently serves as President of the firm's Family Wealth practice. Rick is also a member of Ancora's Executive Committee. Rick believes the goal of the firm's Family Wealth advisory practice is to help families plan and navigate their finances and investments through future uncertainty. Rick leads a team of experienced professionals who build high comfort levels and trusting relationships to reduce as much tension and stress as possible related to financial matters  for family and individual clients. Rick has served on many boards over the years and currently is on the Board of Trustees at Fieldstone Farms and their associated Therapeutic Riding Center Foundation where he serves as an active member on the investment committee. Rick also is the founder and still chairman of the investment committee for Beaumont School’s endowment fund. Rick earned a Bachelor of Science degree in Business Administration from Bucknell University, where he was captain of the Water Polo team for two years. E-mail: rick@ancora.net

John Micklitsch, CFA CAIA - Image

John Micklitsch, CFA CAIA

Chief Investment Officer

John Micklitsch, CFA, CAIA started with Ancora in 2006 and is Ancora's Chief Investment Officer. In addition to his Chief Investment Officer responsibilities, John manages global, multi-asset class separate accounts for the firm's high net worth and institutional clients. John began his money management career in 1996 at the firm of Robert E. Torray & Company Inc. where he was an analyst and head trader on the firm's $5 billion large cap value strategy. In 2003, he joined Fifth Third Asset Management, where he researched and managed small and micro cap investments for the firm's mutual funds and individual accounts. Prior to joining Ancora, John was lead portfolio manager for the small cap value strategy at Allegiant Asset Management, the institutional money management division of National City Corporation. During his tenure, he was responsible for assets in excess of $1 billion, including the strategy's publicly traded mutual fund and separate accounts. John has a Bachelor of Arts degree from Duke University, an MBA from Johns Hopkins University’s Carey School of Business and holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He also serves on the board of Biltmore Trust, a South Dakota trust company, and Biltmore Insurance Company and is a member of Bluecoats Inc. E-mail: johnmick@ancora.net

John Bartels - Image

John Bartels

Managing Director, Family Wealth Advisor

John is a Managing Director and member of Ancora's Executive Committee. As a financial advisor and investment strategist with twenty years of experience, John works with a team of dedicated financial and legal specialists in Ancora's Family Wealth practice providing high net worth families with custom executive and lifetime planning services.  Many of the high net worth families and entrepreneurs that he serves appreciate the familiarity of our family CFO concept. Ancora's Family Wealth clients receive highly customized consultation in the areas of investing, retirement planning, tax compliance, risk management, and legacy planning. Mr. Bartels founded Independent Advisors in 2000 with the goal of providing world class wealth management to his clients. In 2009, Independent Advisors and Inverness merged, creating a team of specialized and dedicated financial and legal professionals. Prior to founding Independent Advisors, John was a branch manager for Raymond James Financial Services. Before Raymond James, John was an associate with the Estate Planning Team, where he learned wealth management and estate planning techniques for high net worth families. He is a member of the Entrepreneurs’ Organization (EO), a board member for Shaker Heights Country Club, Womankind, NEO360 and Gateway Cancer Research. John earned a Bachelor of Arts degree in Psychology from John Carroll University. He is a FINRA licensed registered representatives. E-mail: jbartels@ancora.net

Jack Burke - Image

Jack Burke

Director, Family Wealth Advisor

Jack has over forty years of experience serving the investment needs of clients. Before joining Ancora, Jack held various positions at Ferris, Baker Watts, Raymond James & Company, Roney & Company, Morgan Stanley Dean Witter, and Paine Webber Jackson & Curtis. Jack earned a Bachelor of Science degree from Kent State, and attended the University of Pennsylvania, Wharton School of Finance. He is a graduate of the Securities Industry Association’s Advanced Management program. Jack is a FINRA licensed registered representative. Active in civic, community and other organizations, Jack serves as a Director and Chairman of the Community Board of St. John Medical Center and as an advisor and trustee of West Shore Osteopathic Foundation. He serves on the Business Advisory Council to Kent State University College of Business. He is the past Chairman of the Board of the Kidney Foundation of Ohio and also served as Chairman of the Board of Medical Mutual of Ohio.  In addition, Jack has been active in his local community government through his prior work as Councilman for Ward 1 in the City of Westlake and as former President of the Community Improvement Corporation in Westlake.   He has served as an arbitrator for the New York Stock Exchange and American Stock Exchange.  Jack served in the U.S. Army during the Korean War as a combat medic and received various awards and decorations including the Bronze Star Medal. Jack lives in Westlake, Ohio with his wife, Judy. E-mail: jack@ancora.net

Chris Catanese - Image

Chris Catanese

Assistant Vice President, Client Service and Operation

As a Registered Assistant, Chris’ experience in handling all customer trading and transactional needs is a great value to Ancora's Family Wealth clients. She excels at customer service and works diligently to anticipate customer needs. Chris’s industry career began at Merrill Lynch in January 1987. She joined Inverness in 2002. Chris earned a Bachelor of Arts with a Communications degree from The University of Toledo, and studied one year in Rome, Italy. Chris is a FINRA licensed registered representative. She an OHSAA Certified Coach, and is currently serving at Gilmour Academy as their Head Varsity Cheerleading Coach.  Chris is a member of Church of the Gesu Women’s Guild and attends yearly mission trips to Honduras with high school students from Church of the Gesu Youth Group & Gilmour Academy High School. Chris lives in Shaker Heights with her husband, John, and their four sons. E-mail: ccatanese@ancora.net

Howard Essner JD - Image

Howard Essner JD

General Counsel, Managing Director, Family Wealth Advisor

Howard is a Managing Director and member of Ancora's Executive Committee. Howard is an attorney licensed in Ohio with more than 30 years of legal experience. Howard leads Ancora's Lifetime Planning Group, overseeing a team of financial planning specialists providing high net worth families with custom retirement planning, cash flow planning, tax planning and compliance, risk management, and legacy planning. Howard started his legal career with the law firm of Hahn, Loeser and Parks in Cleveland, where he was first an associate and then a partner.  Howard’s practice included corporate, tax, employee benefits, estate planning and non-profit law. In 1991, he became General Counsel and Senior Vice President for PASCO, Inc., a privately held company in Hudson, Ohio. Howard is a member of the Executive Committee and second Vice President of the Northern Ohio Golf Association, and past President and Trustee of the Silver Lake Country Club in Silver Lake, Ohio. Howard earned a Bachelor of Arts degree (cum laude, with distinction) in History from The Ohio State University, a Master of Arts degree in History of Religion from Brown University, and a Juris Doctor degree from The University of Akron School of Law. E-mail: howard@ancora.net

Anthony J. DiSanto - Image

Anthony J. DiSanto

Vice President, Family Wealth Advisor

Anthony “TJ” DiSanto, joined Ancora in January 2017. As a Family Wealth Advisor and Relationship Manager, he assesses and provides solutions to client’s goals and objectives. He was a Senior Internal Wholesaler for Bank of New York Mellon/Dreyfus for three years. Over the phone and in person, he provided investment solutions to Financial Advisors via mutual funds or separately managed accounts. TJ earned a Bachelor of Arts degree in History from John Carroll University. He holds both FINRA Series 7 and Series 66 brokerage licenses. Email: anthony@ancora.net

Matt Gordillo - Image

Matt Gordillo

Senior Vice President, Family Wealth Advisor

Matt has over twenty years of experience as a Financial Advisor. He specializes in Retirement Income Planning for individuals who are either at or near retirement. Through a financial planning process, he assists clients in developing sound strategies for a comfortable retirement. Matt began his career with Steinhaus Financial Group as a Financial Planner. He went on to open his own branch of Raymond James Financial Services in 1999. In 2004 he moved from Columbus to Cleveland and merged his practice with Independent Advisors. Matt earned a Bachelor of Science degree in Finance & Economics from The Ohio State University. Matt is on the Ambassador’s Committee at The 1st Tee of Cleveland and is a member of Elyria Country Club. Matt lives in Avon Lake with his wife, Desiree, and daughter, Adelina. He is an avid golfer and fan of Cleveland sports and The Ohio State Buckeyes. E-mail: mgordillo@ancora.net

Patricia Heraghty - Image

Patricia Heraghty

Assistant Vice President, Client Operations and Events

Trish has been with the firm since 2001 and has specialized in planning events in both the corporate and non-profit sector including galas, golf tournaments, and client appreciation events.  With the firm's expansion, she has the opportunity to continue to plan and execute a wide range of functions. She has a keen eye for detail and a passion for creating unique and memorable experiences to make each and every event truly special. As a Registered Sales Assistant she works to prepare portfolio reviews, execute trades and schedule client meetings. Tricia is a General Securities Registered Representative in the State of Ohio. She is a member of Hillbrook Condominium Association Board, and a past member of Fieldstone Farms Therapeutic Riding Center Event Committee. Tricia lives in Russell Township, Ohio.  She enjoys yoga, reading and travel. E-mail: tricia@ancora.net

Larry Joseph - Image

Larry Joseph

Senior Director, Family Wealth Advisor

Larry has experience in management of family wealth clients and institutional clients as well as gathering assets for the firm's managed account, mutual fund, and partnerships. He has twenty years’ experience in the Municipal Securities Industry. Larry served as Vice President of Cabrera Capital Markets where he traded tax free municipals for large institutional customers and high net worth individuals. He was the Managing Director in the Cleveland office of McDonald Investments. He spent twenty years in the Municipal Department trading for the firm's inventory and selling municipal securities to various well-established clients. Larry earned a Bachelor of Arts degree in Accounting & Finance from Baldwin Wallace College. He is a Certified Public Accountant. Larry is a FINRA licensed registered representative.E-mail: larry@ancora.net

John Kane - Image

John Kane

Senior Vice President, Family Wealth Advisor

John has experience as both a Family Wealth Advisor and Client Relationship Manager. He previously worked for Merrill Lynch, in account services and National City Corporation in wealth management. John earned a Bachelor of Science degree in Business Administration in Finance from Xavier University and a Master of Business Administration degree in Finance from Cleveland State University.  John is a FINRA licensed registered representative. John is on the Associate Board at Greater Cleveland Sports Commission and donates time and efforts to multiple charitable organization and not for profits. E-mail: john@ancora.net

Tom Kennedy - Image

Tom Kennedy

Director, Portfolio Manager

Tom began with the firm in 2007. As a senior portfolio manager, Tom manages customized portfolios for family wealth clients, corporations and not-for-profit organizations. He is a member of both the Family Wealth Investment Committee and the Family Wealth Model Portfolio Investment Committee. Tom began his career in 1996 at an estate planning firm and has 20 years of experience focusing on strategic portfolio management and sophisticated wealth planning. His prior roles include financial advisor, registered principal and Certified Financial Manager at Merrill Lynch’s Private Client Group, COO & portfolio manager at Independent Advisors and president and founder of four private businesses. Tom earned a Bachelor of Science in Business Administration degree in Finance and a Master of Business Administration in Finance degree from John Carroll University. Tom is a FINRA licensed registered representative. He is a level II CFA candidate. Tom is a member of CFA Institute & CFA Society of Cleveland, an Advisory Committee Member of Veggie U, and is on the planning committee for JCU Baseball Alumni. Tom lives in Avon, Ohio with his wife, Christine, and their four children. E-mail: tom@ancora.net

Tom Kropf - Image

Tom Kropf

Vice President, Client Operations

Tom assists in managing the client support staff and a variety of day to day operations. He is a client reporting specialist generating customized equity and fixed income reports for advisors and clients. Tom spent three years as a marketing director at Merrill Lynch producing and promoting financial seminars and informational events. Prior to that he spent five years as Vice President of KROPF Public Relations, Inc. Tom earned a Bachelor of Science degree in Journalism from Ohio University’s E.W. Scripps School of Journalism. Tom is the President of Chatham Homeowner’s Association and previously served on the Board of Directors at CARE ALLIANCE. Tom lives in Aurora, Ohio with his wife, Jennifer, and two daughters. E-mail: tkropf@ancora.net

Tricia Lanara - Image

Tricia Lanara

Assistant Vice President, Client Service and Operations

Tricia has been with the firm since May of 2000 serving as a Senior Client Service Manager.  Tricia has extensive knowledge in securities, annuities, life insurance and long term care. She is the liaison between our office and many companies and handles a variety of new business, as well as processing service work for our clients. Tricia ensures that the needs of our clients are being satisfied and her aim is to provide excellent customer service and communicate effectively with our clients. Tricia lives in Broadview Heights, Ohio with her husband and two sons. E-mail: tlanara@ancora.net

Dana Lusardo - Image

Dana Lusardo

Vice President, Client Operations

Dana Lusardo joined Ancora in 2010. Her primary focus is to provide client support services including account documentation and reporting activities. Before joining Ancora, Dana worked at RBC Wealth Management as an Assistant Complex Manager. She was responsible for the supervision of daily sales and trade-related activities of the nine complex branches and their employees. In addition, she provided risk assessment and document management services for new account set-up and account reviews. Prior to RBC, she worked as an Office Compliance Manager at Morgan Stanley where she managed and maintained compliance procedures for an office of 52 brokers and trainees. Dana has almost two decades of experience in the investment industry. Dana is a FINRA licensed registered representative. E-mail: dana@ancora.net

Paul McCormack, CFP, AAMS - Image

Paul McCormack, CFP, AAMS

Director, Family Wealth Advisor

Paul has more than twenty-seven years of financial services industry experience working with business owners, affluent individuals, and families helping them to develop and implement strategies to protect, grow and transfer their wealth. Prior to joining the firm, Paul worked in several local offices for UBS Financial Services as well as Sagemark Consulting/Lincoln Financial Advisors. Before becoming a personal financial advisor, Paul worked as an investment banker with Ernst & Young in Cleveland and TM Capital Corp. in New York City focusing on middle market mergers and acquisitions. Paul earned a Bachelor of Arts degree in Economics from Middleburg College and a Masters of Business Administration degree in Finance & Management from Columbia University’s Columbia Business School. Paul earned the Certified Financial Planner and Accredited Asset Management Specialist designations in 2007. Paul is a member of the Mayfield Sandridge Club, Chagrin Valley Country Club and the Cleveland Racquet Club. Paul currently holds or previously held leadership positions in the Chagrin Fall’s Dad’s Club, Chagrin Falls Boosters Club, Chagrin Falls Educational Foundation and the Kensington Green Homeowner’s Association. Paul resides in Chagrin Falls with his wife, Laurie, and their three children. Paul enjoys both tennis and platform tennis as well as golf, skiing and keeping up with his children. E-mail: pmccormack@ancora.net

Alan Miller - Image

Alan Miller

Director, Portfolio Manager

Al has over forty year of experience working with families and institutional investors. He customizes client portfolios with the objective of establishing a sound investment strategy. He uses a combination of mutual funds, exchange traded funds, and in some cases covered call writing on selective equities in order to achieve the desired results. Al earned a Bachelor of Science degree in Finance from The Ohio State University and a Master of Business Administration degree in Corporate Finance from New York University. Al lives in South Euclid, Ohio with his wife, Susan. He enjoys playing chess and listening to many music genres, and of course spending time with his three grandchildren. E-mail: miller@ancora.net

Sonia Mintun, CFA - Image

Sonia Mintun, CFA

Managing Director, Portfolio Manager

Sonia manages individual and institutional accounts.  She also provides research on large cap value and family wealth strategies. She began her career in 1983 working for Bernstein Macaulay in New York City as an Assistant Vice President and portfolio manager on their high grade and high yield fixed income products for six years.  During that time, she was the portfolio manager for a $200+ million closed end mutual bond fund. She has worked as a portfolio manager and head trader for Westinghouse she raised over $200 million through a collateralized debt obligation. Before joining Ancora, Sonia was a Vice President and portfolio manager for First Fiduciary Investment Counsel. In addition to managing accounts and researching companies, she was the Chief Compliance Officer for the firm. Prior to joining First Fiduciary in 2004, she was a portfolio manager and analyst for The Proper Analysis. Sonia earned a Bachelor of Science degree in Accounting & Finance from Lehigh University. She is a FINRA licensed registered representative. Sonia holds the Chartered Financial Analyst (CFA) designation. Sonia serves on the Board of Trustees for the Lehigh University Alumni Association, she is the President of the Northern Ohio Lehigh Alumni Association, and a coach for First Tee of Cleveland. She has also served on the Leadership Committee at Hawken School. She previously was a writer for Street Insights, a subsidiary of theStreet.com. Sonia lives in Solon, Ohio with her husband, Mike. They have two sons.E-mail: sonia@ancora.net

Vicki Moore - Image

Vicki Moore

Assistant Vice President, Client Operations

Vicki Moore joined Ancora in 2017 as Assistant Vice President, Client Operations. She is primarily responsible for providing administrative and operational support to the Portfolio and Sales Managers within the firm.Ms. Moore began her career in 1999 as a Receptionist at Ladenburg Thalmann where she assisted the advisors with scheduling and various other projects. In 2001, Vicki joined Ferris Baker Watts as the Receptionist/Sales Assistant. In this role she assisted with managing clients, maintaining accurate records and handling client correspondence. In early 2009 she joined RBC Wealth Management as a Complex Operations Associate. During her seven-year tenure, she held several positions in which she was responsible for Required Minimum Distributions, transferring of assets and providing support in all areas of trading. Vicki holds FINRA Series 7 and Series 66 licenses.  She resides in Strongsville and has 2 grown children. E-mail: vmoore@ancora.net

Robert Renner, CPA - Image

Robert Renner, CPA

Director, Portfolio Manager, Compliance Officer

As a Compliance Officer at the firm, Bob is closely involved with the all day to day operations and compliance. In addition, Bob has over 13 years of portfolio management experience working with families and businesses since joining Inverness in 2003. Bob began his professional career with Deloitte & Touche in 1992. He joined Brockman, Coats, Gedelian & Co. in 1994 and was a Manager in the Business & Assurance Services department, responsible for management of audit, review, and compilation engagements. Bob earned a Bachelor of Science degree in Accounting from The University of Akron and a Bachelor of Arts degree in Economics from Denison University. Bob is a FINRA licensed registered representative. Bob lives in Akron with his wife, Constance, and has two sons and a young daughter. E-mail: brenner@ancora.net

Ben Rodeffer - Image

Ben Rodeffer

Assistant Vice President, Client Operations

Ben assists with providing client support services including account documentation and reporting activities. He also coordinates all corporate action processing and oversees the proxy voting process. Prior to joining Ancora, Ben worked in the Paint Stores Group at Sherwin-Williams, where he helped plan and direct product shipments to commercial clients throughout the U.S. Ben also worked at Parkview Federal Savings Bank from 2012-2013. Ben earned a Bachelor of Arts degree in Political Science from Hiram College and received a Master of Business Administration degree in Finance from John Carroll University.  Ben is a FINRA licensed registered representative. Ben lives in Lyndhurst, Ohio with his wife, Laura, and daughter. He enjoys volleyball, tennis and spending time with his family and his dog, Camden. E-mail: ben@ancora.net

Michael Santelli, CFA - Image

Michael Santelli, CFA

Director, Chief Portfolio Strategist, Portfolio Manager

Michael has over twenty years of experience in the investment management industry managing equity and fixed income portfolios for institutional clients, mutual funds and high net worth individuals. Before joining the firm, Michael spent eighteen years at PNC Capital Advisors, where he led a team of professionals managing Large Cap Value, Mid Cap Value, and Focused Equity strategies for institutional clients and financial advisors. He spent four years on Wall Street in the mortgaged backed securities research departments at Merrill Lynch and Donaldson, Lufkin and Jenrette. Michael brings a disciplined investment process with a focus on risk management, discount to intrinsic value, and margin of safety. Michael earned a Bachelor of Accountancy degree from The George Washington University and a Master of Business Administration degree in Finance from the University of Chicago, Booth School of Business. He also holds the CFA designation and is a member of the CFA Society Cleveland. Michael is on the Finance Council at Church of the Gesu. He also serves as the CFA Society Cleveland’s Advocacy Chair. Michael lives in Shaker Heights with his wife, Noreen, and their eight children. E-mail: msantelli@ancora.net

Denis Shinhearl, CPA - Image

Denis Shinhearl, CPA

Vice President, Trading & Sales

Denis P. Shinhearl, CPA joined Ancora in 2007 as an institutional representative specializing in the needs of financial institutions and public entities.  His responsibilities include analyzing, marketing and trading various fixed income products. He also provides market commentary on factors and events that affect the fixed income market. In addition, he is Ancora's back up equity trader. Denis started his career as an auditor for the Big 8 accounting firm Peat, Marwick, Mitchell And Company. He has nearly three decades of fixed income portfolio management and institutional sales experience. He spent fifteen years at Everen Securities, formerly Prescott, Ball and Turben, Incorporated. He was the Institutional Fixed Income National Sales Manager at Everen prior to their acquisition by Wachovia Securities. Prior to joining Everen, Denis was a financial institution portfolio manager for the investment advisory firm Gelfand and Quinn where he advised on asset/liability management and loan sales. Denis received his Bachelor of Arts degree in Accounting from Cleveland State University. He is a registered representative and a licensed sales supervisor of Ancora Securities, Inc. E-mail: dshinhearl@ancora.net

Jeffrey van Fossen, CFA - Image

Jeffrey van Fossen, CFA

Managing Director, Chief Equity Strategist, Portfolio Manager

Jeff joined the firm after serving more than eighteen years in the high net worth financial services industry. He has more than twenty-three years of investment management experience and has worked extensively with affluent individuals and families. Most recently, Jeff served as a portfolio manager and founding member of the Cleveland Office of The Northern Trust Company, managing $500 million of high net worth client assets. Prior to this, he served as a portfolio manager in the Wealth Management Group at KeyCorp, where he managed over $750 million of assets for wealthy individuals and families. Jeff began his career at Ameritrust Corporation (The Cleveland Trust Company) as a Trust Officer. Jeff also served as a portfolio manager and equity analyst for Packer & Company, a private asset management firm located in Perth, Australia, where he gained experience in Australian and Pacific Rim markets. He also has served as an analyst valuing privately held business concerns. Jeff earned Bachelor of Science degrees in Finance and Marketing from The University of Akron, as well as Juris Doctor and Master of Business Administration degrees from Case Western Reserve University.  Jeff earned his Chartered Financial Analyst designation in 1998. Jeff is a member of the Chartered Financial Analyst Society and Chartered Financial Analysts Society of Cleveland. He has been admitted to the Ohio State Bar & Ohio State Bar Association, and is an Executive Board Member for the Great Trail Council of The Boy Scouts of America. Jeff resides in Sharon Township with his wife, Dr. Victoria L. van Fossen, and their two children. He is active in Scouting and is an avid outdoorsman, enjoying backpacking, skiing, and fitness activities. E-mail: jvanfossen@ancora.net

Steve Varrone - Image

Steve Varrone

Director, Family Wealth Advisor

Steve has over twenty-five years of experience of providing high-touch investment services to Family Wealth clients. Before joining Ancora, Steve worked at Fifth Third Bank and Fifth Third Asset Management where he held various roles as a private client financial advisor, investment sales representative and relationship manager. Prior to Fifth Third, Steve was a partner with Maxus Investment Group and its predecessor organization Gelfand Partners Asset Management. He also has six years’ experience as owner of a financial advisor and broker-dealer. Steve earned a Bachelor’s degree from The Ohio State University. He is a FINRA licensed registered representative. Steve was an Executive Board Member at Diabetes Partnership of Greater Cleveland and currently volunteers at various non-profit organizations. E-mail: Steve@ancora.net

Eric Woidke - Image

Eric Woidke

Director, Family Wealth Advisor

Eric Woidke joined Ancora Advisors in 2005 and serves as a Private Client Advisor. He specializes in assisting high net worth clients as well as corporations, public and government entities, unions, and charitable foundations formulate and achieve their financial goals and objectives. Prior to joining Ancora, Eric held the position of Assistant Vice President and Financial Advisor at Fifth Third Bank. Before joining Fifth Third, he served as a financial advisor for Cleveland based money management firm, Maxus Investment Group, which was acquired by Fifth Third Bank in 2001. He also has ten years experience as a business owner in the private sector. Eric received a Bachelor of Arts degree in Accounting from Miami University. He currently holds the FINRA Series 7 and 66 licenses.  In addition, Eric serves as a member of the Investment Committee for the Community Foundation for Lorain County, a public charity group that works to support and fund local improvement projects. E-mail: eric@ancora.net