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Operations

Joe Spidalieri - Image

Joe Spidalieri

Chief Operating Officer, Ancora Holdings Inc.

As Chief Operating Officer of Ancora Holdings, Joe oversees the firm’s operations for its various divisions with responsibilities including technology, trading and sales support. Joe also acts as the Chief Compliance Officer of the Ancora Trust, which oversees all compliance policies and procedures for the Ancora Family of mutual funds. In his previous role as Chief Compliance Officer of Ancora Holdings, Joe oversaw all compliance matters for all of the firm’s subsidiaries. Prior to taking over as Chief Compliance Officer, Joe oversaw Ancora’s day-to-day operations. Since his arrival in 2003, his responsibilities have ranged from administering the firm’s portfolio accounting system to heading up the equity trade desk. Joe previously worked at American Express in the Company's Finance and Money Management division. Joe earned a Bachelor of Science degree with majors in Finance & Marketing, with a minor in Business Legal Studies, from Miami University. He holds FINRA Series 7, 24, 4, 55, & 66 licenses and the Ohio Life Health Insurance license. E-mail: joe@ancora.net

Jason Geers - Image

Jason Geers

Chief Compliance Officer, Ancora Holdings Inc.

Jason joined Ancora in 2014. In his role as Chief Compliance Officer of Ancora Holdings Inc., Mr. Geers oversees compliance measures for the entire organization. Jason sets the tone for compliance through the creation of a firm-wide compliance program. His primary responsibilities include monitoring the firm’s adherence to the policies and procedures, regulatory reporting requirements and internal compliance controls. Prior to joining Ancora, Mr. Geers served six years as a Senior Compliance Officer at Victory Capital Management.  In that role, he provided compliance leadership during the firm’s divestiture from KeyBank and through the integration of various firm acquisitions. His responsibilities there included regulatory reporting, compliance policy development, and trade oversight. During his tenure, he was named Victory’s OFAC and OSFI Officer while sitting on several firm committees including the Commission and Trade Oversight Committees and the Proxy Committee as Chairman. Jason started his investment career in 1998 with PNC as an Investment Advisor before moving to Cleveland, Ohio in 2001 where he spent eight years in various professional roles at KeyCorp including Security Pricing Analyst, Retirement Plan Actuary and Compliance Officer. Jason graduated Cum Laude with Honors from Ohio University where he earned a Bachelor of Business Administration majoring in Business Economics with an emphasis on International Economics and Finance. In addition, during college, he played for Ohio University’s three-time American Collegiate Hockey Association National Champion hockey team. Jason holds his Daily Valuation, PA-1A, PA-1B, and C-1 certification from the American Society of Pension Professionals & Actuaries. E-mail: jason@ancora.net

Gary George - Image

Gary George

Vice President, Accounting and Client Billing

Gary George, CPA joined Ancora in 2005 as a senior accountant. He assists with the accounting function of The Ancora Group. He is involved with the billing and collections process for the registered investment advisor, Ancora Advisors LLC.  He also tracks company assets under management and generates/reviews settlements with various business partners of Ancora. Mr. George was a senior accountant for Fifth Third Bank and Maxus Investment Group where his responsibilities were similar. Gary earned his Bachelor Business Administration degree in Accounting from Cleveland State University.  He is a Certified Public Accountant (CPA) and member of the Ohio Society of Certified Public Accountants.He holds FINRA Series 7 and 27 licenses.   E-mail: gary@ancora.net

JoAnna Gyetko - Image

JoAnna Gyetko

Vice President, Accounting and HR

JoAnna Gyetko joined Ancora in 2017 as Vice President, Accounting and HR. She assists with the accounting function of The Ancora Group. JoAnna also manages the Human Resource functions within the organization, with a focus on fortifying partnerships between executive stakeholders and employees. Mrs. Gyetko previously was the Accounting and Operations Manager for a small financial advisory firm from 2007 to 2016. In this role, she managed the organizational accounting, human resources and the information systems. JoAnna is currently pursuing a Bachelor of Science degree in Business Management with a minor in Accounting from Ursuline College. Email: jgyetko@ancora.net

Laura Lawless - Image

Laura Lawless

Executive Assistant to Fred DiSanto

Laura Lawless joined Ancora in 2014 as Executive Assistant to Fredrick DiSanto, Chairman and Chief Executive Officer. Her main focus is to enhance the executive’s effectiveness by providing information management support, maintaining customer relations, protecting operations through confidentiality, and contributing to a team effort in goal obtainment. Mrs. Lawless previously worked with account receivables, although her background is in Social Work. She values the time she was able to spend raising her four children and volunteering at various organizations. Laura earned a Bachelor of Science degree in Psychology from John Carroll University. E-mail: laura@ancora.net

Mike Mancuso - Image

Mike Mancuso

Assistant Vice President, Investment Operations

Mike Mancuso joined Ancora in 2010 as a client reporting specialist and analyst. His primary responsibility is administering Ancora’s portfolio accounting system and reporting engine. Using Advent’s most advanced reporting software, APX, he generates specialized and detailed equity and fixed income reports for money managers and clients. He helps the portfolio managers by providing performance evaluations as well as multi-asset class appraisals. He also makes these reports available quarterly to clients. Mike works regularly with Ancora's money managers and wealth advisors to assure that client investments are in line with the stated asset allocation goals per client management agreements. He also works daily with the trading department by submitting and monitoring trade allocations through Omgeo Oasys. Mike also administers databases across Ancora's investment programs and centralizes this information into a single, secured location. He assures that Ancora’s communications programs are directed to the proper audience and messaging is completed according to the highest standards in compliance and electronic communications. Mike helps improve communications with customers and strategic partners, while protecting the privacy of Ancora’s customers in the process.  Mike earned a Bachelor of Science degree in Financial Management from The Ohio State University. He holds the FINRA Series 7 license. E-mail: mike@ancora.net

Katie Ricotti - Image

Katie Ricotti

Executive Office Assistant

Katie Ricotti joined Ancora in 2014 and currently serves as the Executive Office Assistant. Katie provides multi-departmental support to the Firm while also providing assistance to the Executive Committee, maintaining the daily office functions and interfacing with clients. In addition, Katie enjoys serving on Ancora’s Event Planning Committee and incorporating wellness into the workplace. Ms. Ricotti previously worked as an Executive Assistant at RF Management and assisted in commercial property management. Katie earned a Bachelor of Arts degree in Psychology from Case Western Reserve University. E-mail: katie@ancora.net

Renie Walters - Image

Renie Walters

Vice President, GIPS® Compliance Officer

Renie Walters joined Ancora in 2007 to initiate, and now maintain, the firm’s GIPS® compliance program. Ms. Walters is responsible for calculating performance figures as well as constructing and maintaining GIPS® compliant composites for Ancora. In addition to the GIPS® program, she manages Ancora’s communications and marketing processes. This includes submitting product information to various databases, responding to Due Diligence and Requests for Proposal, managing promotional activities, press releases, and overseeing the design and development of marketing material and company presentations. Additionally, Renie calculates Ancora’s mutual fund performance and prepares supporting documentation for the Ancora Mutual Fund Board. Ms. Walters’ background in the investment industry is extensive. Before joining Ancora she was the project leader for the GIPS® compliance and verification program at Winslow Asset Management. Additional responsibilities included assisting with portfolio management, monitoring asset allocations and trading. Renie previously held the position of Marketing Coordinator at Shaker Investments where she assisted in the updates of technical marketing reports and also facilitated the rollout of new marketing material. At Verus Investment Management LLC, a hedge fund re-start from Shaker Investments, Ms. Walters worked in Investor Relations and handled marketing material updates. She has worked as a Marketing Associate at Alliance Capital Management, LP and a Financial Associate at A.G. Edwards and Sons, Inc. Renie attended both Kent State University and Malone University and is a licensed Notary Public. E-mail: renie@ancora.net

Brad Zucker, CPA - Image

Brad Zucker, CPA

Chief Financial Officer

Bradley Zucker joined Ancora in 2001 as the Chief Financial Officer for all Ancora entities.  In addition, he serves as the secretary for The Ancora Trust, operators of the Ancora Family of Mutual Funds. Brad is also actively involved in the operations of the firm’s hedge funds. Mr. Zucker was the Corporate Controller for International Total Services, a publicly traded international provider of aviation and commercial security services. At International Total Services, he was responsible for safeguarding the company's assets as well as managing accounting and finance related matters, including various SEC filings. He was promoted to this position after serving simultaneously as both the company's International Controller and Acquisition Controller. As International Controller, he managed accounting matters for the Company's international subsidiaries. As Acquisition Controller, Brad was responsible for executing the Company's strategic plan by managing all aspects of the pursuit, investigation, evaluation, negotiation and integration of acquisitions. Brad worked in Ernst & Young LLC's auditing practice prior to joining International Total Services. While at Ernst & Young LLC, he serviced major international manufacturing, retail and financial clients. In addition he worked with a variety of entrepreneurial service clients and participated in several special projects related to acquisitions and divestitures. Brad earned a Bachelor of Business Administration degree from Emory University, Goizueta School of Business and a Master of Business Administration degree in Finance from Case Western Reserve University, Weatherhead School of Management. He is a Certified Public Accountant (CPA) and member of the Ohio Society of Certified Public Accountants. He holds FINRA Series 7, 27, and 99 licenses. E-mail: Brad@ancora.net