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.

Email Address: