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Dan Hyland - Image

Dan Hyland

President, Ancora Holdings Inc.

As President of Ancora Holdings, Dan oversees operations and distribution functions at the holding company level. His role includes overseeing the institutional business, including sales, investment products and overall strategy, as well as Ancora’s Retirement Plan Services business. Prior to being named President of Ancora Holdings, Dan served as President of Ancora’s Institutional Asset Management division after spending four years as Ancora’s Managing Director of Marketing & Client Services, where he managed all aspects of business development and distribution, including Family Wealth, Institutional and Retirement Plan Services. Dan joined Ancora in 2012 as Director of Mutual Fund Distribution. Dan’s investment career began in the early 1990’s with McDonald & Company/KeyBanc Capital Markets, with a focus on institutional equity sales. His responsibilities included providing stock research and analysis to institutional portfolio managers throughout the Midwest. In 2008, he started Hyland Investor Services, Inc. His focus at Hyland was to originate, coordinate and conduct high level meetings for small cap public company management teams with institutional investors in the Midwest region. Prior to beginning his career in business, Dan spent three years as a PGA Tour Caddie and worked full time for PGA Tour veteran D. A. Weibring. Dan earned a Bachelor of Science degree in Finance from The University of Dayton. He holds FINRA Series 7, 24 and 63 licenses. E-mail: dan@ancora.net

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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 and manages the firm's private China focused investment partnership.  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 and Biltmore Insurance Co., sits on the Investment Committee of the United Way of Greater Cleveland, and is a member of Bluecoats Inc. E-mail: johnmick@ancora.net

Denis Amato, CFA - Image

Denis Amato, CFA

Managing Director, Microcap Equities

Denis J. Amato, CFA, joined Ancora in 2006.  In addition to overseeing Ancora’s investment policies, Denis manages individual portfolios as well as the firm's microcap equity strategy which includes the Ancora Microcap Mutual Fund. Denis’ investment career began in 1969 at Central National Bank as a Portfolio Manager in the Trust Department managing both pension and profit sharing portfolios.  Later, he became the bank's Research Director and Chief Investment Officer. Denis joined Gelfand Partners Asset Management in 1991 as the firm's Chief Investment Officer. He remained the company's lead equity portfolio strategist and Chief Investment Officer through the firm's merger with Maxus in 1997. While at Maxus he managed institutional and individual high net worth client portfolios.  Denis also managed the Maxus Ohio Heartland Fund which focused primarily on the buying and selling of securities in Ohio based companies. After the sale of Maxus Asset Management to Fifth Third Bank in 2001, Denis served as the Chief Investment Officer for the bank's Northeast Ohio region.  In addition, he continued to manage both individual and institutional portfolios as well as two of Fifth Third's Value Mutual Funds. Denis has a Bachelor of Business Administration Magna Cum Laude degree and a Master of Business Administration degree from Case Western Reserve University.  He holds the Chartered Financial Analyst (CFA) designation and is a former President of the Cleveland Society of Security Analysts. In July, 2011, Denis was elected to serve on the Mace Security International Board of Directors.  Mace Security International, Inc. is a manufacturer of personal defense and electronic surveillance products marketed under the famous brand name Mace®. E-mail: denis@ancora.net

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Jeff Anderson, CFA

Director, Alternatives Portfolio Manager

Jeff Anderson joined Ancora in 2010 as an Analyst and Portfolio Manager. He focuses on special situations such as liquidations, bankruptcies, turnarounds and companies trading at discounts to their net cash balance. Mr. Anderson has extensive experience investing in micro-cap special situations. Prior to joining Ancora, Jeff managed a special situations portfolio for Millennium Partners in New York. He spent six years at the Kellogg Group in New York. During that time, he worked in the Specialist Operations Group on the floor of the New York Stock Exchange before joining the firm's proprietary trading operation. In that capacity, he was a co-portfolio manager and helped build the special situations group from a two person team to a team of seven analysts and two traders. Jeff is currently a board member for Regional Brands, Inc. (RGBD). Jeff earned an Honors Bachelor of Arts degree in Geography from Wilfrid Laurier University in Ontario, Canada. He holds the Chartered Financial Analyst (CFA) designation, awarded to him in September 2013.

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James Bernard, CFA

Managing Director, Fixed Income

James M. Bernard, CFA, joined Ancora in 2006 as Director of Fixed Income. Jim manages taxable and tax-exempt fixed income portfolios for various institutional and high net worth individual accounts. In addition to portfolio management, he provides fixed income consulting services for various financial institutions. Jim managed fixed income portfolios as well as the Ohio Municipal Bond Fund and the Kentucky Municipal Common Trust Fund for Fifth Third Investment Advisors prior to joining Ancora Advisors. His prior experience include serving as Chief Investment Officer and Treasurer of a multi-line insurance organization in central Ohio. He also managed funds for banks and trust companies in Indiana and Kansas City during his 30 years in the investment business. Jim earned a Bachelor degree in Business Administration from Xavier University and an MBA from Ball State University. He is a member of the CFA Institute and the Cleveland Society of Financial Analysts. He is a registered representative holding Series 7 and Series 24 (principal) licenses.   He is a board member and former Chairman of the Board of Solutions Behavioral Healthcare Incorporated, a non-profit mental health, alcohol, and drug abuse consulting provider. E-mail: jb@ancora.net

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Joseph Boehm, IV

Director, Alternatives Portfolio Manager

Joseph Boehm joined Ancora in April 2014. As a Portfolio Manager in the Alternatives group, he is primarily responsible for investment decisions for the firm’s alternative products, and remains actively involved in research and investment idea generation for the portfolios.  Prior to joining Ancora he worked at Sigma Capital Management in New York City where he provided buy side research and analysis that focused on the technology, media and telecom sectors for a long/short equity portfolio.  Previous to Sigma Capital, Joe worked at Deutsche Bank Securities as an Investment Banking Associate in the Media & Telecom coverage group, which provided M&A and financing advisory services. Prior to Deutsche he was an Analyst in Equity Research at Barclays Capital covering cable, satellite and telecom. Joseph received his Bachelor of Science degree from Georgetown University, and earned a Certificate in Business Excellence from the Columbia Business School Executive Education program. Mr. Boehm currently serves on the board of Potbelly Corporation. He holds the Series 7, 63, 86, 87, and 79 licenses. E-mail: joeb@ancora.net

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James Chadwick

Director, Alternative Investments

James Chadwick joined Ancora in 2014. His primary responsibilities are Portfolio Management for the firm’s Alternative Investments products, and co-managing the firm’s shareholder activist strategy. Jim has investment experience working in the shareholder activist arena, with a focus on micro and small cap companies. His activist engagements include operating companies, banks, closed-end funds, and a wide array of industries. He has served on the board of seven public companies as a result of activist intervention. Prior to joining Ancora, Jim was the Managing Director of the private equity firm Harlingwood Equity Partners, LLC. Before joining Harlingwood, Jim founded and managed two activist hedge funds, PCI Partners LLC and Monarch Activist Partners LP. He began his activist career in 1999 working for the pioneering activist fund Relational Investors LLC. At Relational he participated in the fund’s activist investments in Aetna, Inc., Prudential, National Semiconductor, Mattel, Dial, and Sovereign Bancorp., among others. Jim is currently a board member of Stewart Information Services Corporation (NYSE: STC). Jim earned an Honors Bachelor of Arts degree from the University of California Los Angeles. E-mail: jim@ancora.net

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Joseph Donato

Assistant Vice President, Trader

Joseph Donato joined Ancora in 2017 as Assistant Vice President, Trader. He works alongside the director of institutional trading and is responsible for the management, execution, and reporting of all aspects of the firm's institutional equity trading. Mr. Donato  was previously a Senior Trade Specialist at thinkorswim by TD Ameritrade in Chicago where he specialized in trading equities & equity options as well as commodity futures, futures options, and foreign currency. Joe earned a Bachelor of Business Administration degree in Finance from Loyola University Chicago's Quinlan School of Business. He holds FINRA Series 3, 7, 34, and 63 licenses. E-mail: jdonato@ancora.net

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David Henkel

Director, Institutional Sales

David Henkel joined Ancora in 2016 as Director of Institutional Sales. He works with individual and institutional clients to determine how Ancora’s strategies best fit their specific needs. Mr. Henkel previously spent 13 years at Sanford C. Bernstein in New York as an institutional research salesman. He managed top institutional asset managers and hedge funds based in New York, London, Scotland, Dublin, Tokyo, Miami and Brazil. Before Bernstein, David worked in Bristol Myers Squibb’s MBA Management Rotation program where he worked in Business Development, Marketing and Sales. His prior work experiences before getting his MBA include working at the White House in Washington DC and working for a Chilean winery in Santiago, Chile as an export manager. David earned a Bachelor of Arts degree in Political Science from the University of Michigan, where he was a member of the varsity football and swim teams, and a Masters of Business Administration degree from the University of Michigan, Ross School of Business. E-mail: david.henkel@ancora.net

Brian Hopkins - Image

Brian Hopkins

Managing Director, Corporate Development

Brian Hopkins has been a Partner and Portfolio Manager at Ancora for over ten years. He is a Managing Director of Corporate Development and a member of the Executive Committee at the firm. Mr. Hopkins is responsible for making recommendations and sourcing opportunities for strategic growth of the firm, including acquisitions, joint ventures and new product opportunities. He is also a Portfolio Manager for the firm. As Portfolio Manager he is responsible for making investment decisions for the firm’s alternative products. Prior to joining Ancora, Mr. Hopkins was an Investment Associate with Primus Capital Partners, one of the largest private equity firms in the Midwest.  At Primus, he performed due diligence for new investments and monitored portfolio investments. Before joining Primus, he worked in the Investment Banking Division of Deutsche Bank in London as an Associate after completing the Investment Banking Analyst Program with Deutsche Bank Alex. Brown. He worked in the Consumer Industry Group focusing on Mergers and Acquisitions. Brian is currently a board member for Regional Brands, Inc. (RGBD). Brian earned an Honors Bachelor of Science degree in Finance from Georgetown University.

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Ryan Hummer, CFA

Director, Risk Management

Ryan Hummer, CFA joined Ancora in 2008. He is the Portfolio manager for a private investment partnership at Ancora focused on merger arbitrage. Ryan also manages the arbitrage segment of Ancora’s multi-strategy private investment partnership. Mr. Hummer previously worked as a large-cap equity analyst and portfolio manager at First Fiduciary Investment Counsel. He performed due diligence on potential equity investments including management interviews, site-visits, competitive sustainability research, and financial statement analysis. Ryan also built complex financial models to assign intrinsic values to these equities based on diligence findings. He began his career in the financial industry in Chicago where he spent three years working at proprietary trading firms. His first position was with SMW where he worked as part of an options trading team that profited through an arbitrage strategy. Ryan then obtained a position as a trader with TradeGroup, a subsidiary of TradeLink where he employed an arbitrage strategy that took advantage of shifts in the U.S. Treasury yield curve. Ryan earned a Bachelor of Science degree in Pre-Professional Studies from The University of Notre Dame and a Master of Business Administration degree in Investment Management & Corporate Finance from The Ohio State University, Fisher College of Business. He holds the Chartered Financial Analyst (CFA) designation. E-mail: ryan@ancora.net

Dante Iacozili  - Image

Dante Iacozili

Vice President, Head Equity Trader

Dante Iacozili joined Ancora in 2017. His primary responsibility is equity trading for Ancora's Institutional and Alternative strategies. Mr. Iacozili previously was a Position Trader at KeyBanc Capital Markets on their Institutional Equity Desk, focusing on market making and execution in small and mid-cap equities.  Dante started his career in 2010 at DV Trading in Chicago, trading strategies in the Eurodollar term structure, U.S. Treasury Curve and commodity futures. Dante earned a Bachelor of Science degree in Finance from The University of Akron.  He passed Level I of the CFA program, and holds the Series 7, 55 and 63 Licenses. E-mail: diacozili@ancora.net

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Thomas J. Kennedy

Director, Portfolio Manager

Tom Kennedy joined the firm in 2007 as a Senior Portfolio Manager. Tom took on the role as co-portfolio manager for the High Dividend Equity strategy in 2016. He also manages customized portfolios for family wealth clients, corporations and not-for-profit organizations. He is a member of both the Ancora Inverness Investment Committee and the Model Portfolio Investment Committee. Mr. Kennedy began his career in 1996 at an estate planning firm and has vast investment 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. He is a Member of the Board of Directors of Veggie U, Circuit Technologies and Decision Data Software. Tom guest lectures at John Carroll University teaching analytical modeling. Email: tom@ancora.net

Nicholas Koenigsknecht - Image

Nicholas Koenigsknecht

Assistant Vice President, Equities Analyst

Nicholas Koenigsknecht joined Ancora in September, 2014 as an Equity Analyst.  Nicholas assists with research for the Small/Midcap Investment Products out of the Detroit office. Prior to joining Ancora, Nick worked as a Computer Maintenance Management Specialist for CBRE.  Previous to CBRE, Nick worked as a Facility Manager for Jones Lang LaSalle.  Nick received his Bachelor of Arts in Economics from the University of Michigan in 2010. E-mail: nick@ancora.net

Sonia Mintun,CFA - Image

Sonia Mintun,CFA

Managing Director, Portfolio Manager

Sonia Mintun, CFA joined Ancora in 2008 as a Portfolio Manager. She manages individual and institutional accounts and is responsible for the firm’s High Dividend Equity strategy. She also provides research on large cap value and family wealth strategies. Sonia began her career in 1983 with Bernstein-Macaulay in New York City as an Assistant Vice President and Portfolio Manager. During her six years there, Sonia managed their high-grade and high-yield fixed income products, as well as a $200+ million closed-end mutual bond fund. Sonia also worked as a Portfolio Manager and Head Trader for Westinghouse Credit Corp. where she raised over $200 million through a collateralized debt obligation. She held the position of Portfolio Manager and Analyst for Proper Analysis Corp., followed by her time at First Fiduciary Investment Counsel as Chief Compliance Officer, Vice President and Portfolio Manager. Sonia earned a Bachelor of Science degree with dual majors in Accounting & Finance from Lehigh University. She also holds the CFA designation and is a member of the CFA Society of Cleveland. Sonia has served on the Board of Trustees for the Lehigh University Alumni Association, as the President of the Northern Ohio Lehigh Alumni Association, and on the Leadership Committee at Hawken School. She was previously a writer for Street Insights, a subsidiary of theStreet.com. In 2015, Sonia was a recipient of Crain’s Cleveland Business Women of Note award, and in 2017 she received Crain’s Influential Women in Finance award. E-mail: sonia@ancora.net

Mark Preston - Image

Mark Preston

Director, Alternative Sales & Marketing

Mark Preston joined Ancora in 2016 as Director of the firm’s alternative sales and marketing. Prior to joining Ancora, he was a Managing Director with FSI Group in New York where he managed the sales and marketing for their long/short equity hedge fund. Prior to FSI Group, Mark worked for Cole Partners in Chicago, a third party marketer, where he managed the marketing and sales efforts for a variety of hedge fund managers. Mark has held positions as a proprietary derivatives trader, a senior financial consultant and a fixed income trader. Mark began his career on the Treasury Bond futures desk for Cargill Investor Services at the Chicago Board of Trade. Mark received his Bachelor of Business Administration in Finance and Marketing from the University of Wisconsin-Madison. He holds the Series 7 and 63 licenses. Email: mpreston@ancora.net

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Jim Raimondo

Director, Fixed Income Portfolio Manager

James Raimondo joined Ancora Advisors in 2005 as a Fixed Income Portfolio Manager. Currently, he is responsible for managing the Taxable Fixed Income composite.  He also assists in the marketing efforts of the firm. Prior to Ancora, Jim held the position of Vice President and Senior Fixed Income Portfolio Manager at Fifth Third Asset Management where he supervised over a billion dollars in investable assets while overseeing the investment performance of the firm's income producing accounts. He was also a Portfolio Manager at the Cleveland based money management firm  Maxus Investment Group, acquired by Fifth Third Bank in 2001. A Wall Street veteran, Jim has over twenty five years of experience managing fixed income assets for endowments funds, corporate accounts, and pension plans. During his career, he has developed time-tested strategies for reducing interest rate and credit risk in client portfolios and increasing overall returns to investors. Jim earned a Bachelor of Arts degree in Business and Marketing from Marietta College. E-mail: jr@ancora.net

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Michael Santelli,CFA

Director, Portfolio Manager

Michael Santelli joined the firm in 2014 as a Director and Portfolio Manager. He has taken on the role of co-portfolio manager for the Ancora Microcap equity strategy, which includes the Ancora Microcap Mutual Fund. This was a natural fit due to Michael’s lengthy investment experience, as well as his past expertise in managing value oriented equity strategies. Before joining Ancora, Michael spent 18 years at PNC Financial Services Group in their institutional investment management unit. His first five years was spent on the fixed income side of the business where he served as leader of the taxable fixed income team. The final 13 years he served on the equity side of the business where he was leader of the fundamental value team. Before managing money, Michael spent four years in fixed income research on Wall Street in the structured products groups at Merrill Lynch and Donaldson, Lufkin & Jenrette. 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. Email: msantelli@ancora.net

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Jeremy Scacco

Vice President, Fixed Income Portfolio Manager

Jeremy Scacco joined Ancora Advisors in 2005. His responsibilities include fixed income security selection and the monitoring of portfolio cash positions for both individual and corporate fixed income accounts. Before joining Ancora, Jeremy was an Associate Fixed Income Portfolio Manager at Fifth Third Asset Management where he supervised client portfolios and directed the firm's efforts to comply with AIMR presentation and accounting standards. Prior to Fifth Third, he oversaw the mission critical portfolio accounting systems at Cleveland based, Maxus Investment Group. In addition, he was responsible for the quarterly reporting duties related to the firm's managed accounts and proprietary mutual fund products. Jeremy earned a Bachelor of Arts degree in Political Science from Hiram College. He holds both FINRA Series 7 and Series 53 Principal  licenses. E-mail: jeremy@ancora.net

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Matt Scullen, CFA

Vice President, Equities Analyst

Matt Scullen joined The Ancora Group in March, 2012 as an Institutional Equities Analyst. He is primarily responsible for researching and monitoring individual equities in the firm’s Micro Cap equity investment strategy. Matt is responsible for identifying deeply undervalued equities and performing due diligence and valuation according to Ancora’s normalized return analysis. Mr. Scullen worked at Wall Street Money Managers, Inc. where he assisted clients with asset allocation, retirement planning and performed research for mutual funds, stocks and bonds for client portfolios. In addition, Matt owned and operated Liberty Analytics LLC, an independent RIA firm where he actively managed several portfolios.  Matt earned a Bachelor of Arts degree in Economics from The Ohio State University. Matt holds the Chartered Financial Analyst (CFA) designation, awarded to him in August 2012. He has served on the Board of Directors for CFA Society Cleveland in the past, and has been elected to serve as President of the Society for the 2017-18 term.

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David Sowerby, CFA

Managing Director, Portfolio Manager

David Sowerby joined Ancora in 2017. David is a portfolio manager for multiple investment strategies at Ancora. Prior to joining Ancora, Mr. Sowerby was most recently a Portfolio Manager at Loomis, Sayles & Company, were he worked since 1998 and held multiple senior positions. At Loomis, David worked directly with institutional clients on asset allocation strategies and multi-product accounts. Earlier in his career, he was a Senior Portfolio Manager for Beacon Investment Management Company. David began his industry career in 1986 providing investment strategy as an Economist for Comerica Bank. Mr. Sowerby is serving as the Chairman of the Investment Committee for the City of Detroit General Employee’s Retirement System. He also serves as Vice Chair on the Investment Committee for Beaumont Hospitals and previously served 10 years as Chairman on the Investment Advisory Committee for the State of Michigan’s $60B pension fund. Mr. Sowerby was appointed by the Governor to serve as a Director of the Michigan Economic Development Corporation. David frequently appears as a guest speaker on CNBC, Bloomberg, and at various investment conferences where he provides his views on the investment environment. David earned both a Bachelor of Arts and a Master of Arts in Economics from Wayne State University and was the 2002 recipient of Wayne State University’s Distinguished Corporate Citizen award. He holds a Chartered Financial Analyst (CFA) designation. David is a FINRA registered representative. E-mail: dsowerby@ancora.net

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Patrick Sweeney

Assistant Vice President, Alternatives Analyst

Patrick Sweeney joined Ancora in November, 2013 as an Institutional Marketing Associate. He has since transitioned into the Alternatives group as an equity analyst. In that capacity Patrick’s primary responsibilities include fundamental company research and investment idea generation for the portfolios. Prior to joining Ancora, Patrick worked as a Corporate Banking Analyst at PNC Financial Services. He received his Bachelor of Science degree in finance from John Carroll University in 2012. Patrick is active in his community and is an assistant coach for the Saint Ignatius High School Men's Basketball Team.  He received his FINRA Series 7 license in January, 2014. E-mail: patrick@ancora.net

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Dan Thelen, CFA

Managing Director, Small/Mid Cap Equities

Dan Thelen joined Ancora in September 2012 as the Director of Small/Midcap investment products.  He is responsible for the management of institutional client portfolios as well as expanding the asset base of Ancora’s Family of Mutual Funds. Dan began his career in the investment business in 1990 in Price Waterhouse’s Valuation Services Group where he performed private valuation analyses on spinoffs and divestitures for small to mid-size companies in a variety of industries.  In 1996, Dan joined Loomis Sayles & Company in their Detroit office as a Small Cap Equity Analyst where he performed due diligence on companies in the Small Cap space.  In 2000, he was promoted to Small Cap Value Co-Portfolio Manager.  Later that year he was made Lead Portfolio Manager in which his primary responsibility was to manage the firm’s Small Mid Cap Value strategy. Dan received his Bachelor of Arts and his MBA from Michigan State University.  He holds the Chartered Financial Analyst (CFA) designation as well as the Series 7 and Series 63 licenses. E-mail: dant@ancora.net

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Steve Varrone

Director, Institutional Advisor

Steve joined Ancora in 2014 as a Director in Institutional Sales. He is responsible for marketing and client services to plan sponsors, corporations, foundations/endowments, Taft-Hartley funds and consultants.  Steve has over 25 years of experience of providing high-touch investment services to his valued clients. Before joining Ancora, Steve was employed 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 holds a BA from The Ohio State University and holds several FINRA licenses including the Series 7 and Series 66. He has served on the Executive Board of the Diabetes Partnership of Greater Cleveland and continues to volunteer at a number of non-profit organizations. E-mail: steve@ancora.net