Larry Joseph

Director, Private Client Advisor

Larry Joseph joined Ancora in 2007 as a Private Client Advisor. He is responsible for the management of individual client and institutional portfolios as well as gathering assets for the firm's managed account, mutual fund, and hedge fund products. He has twenty years experience in the Municipal Securities Industry.

Prior to joining Ancora, he served as Vice President of Cabrera Capital Markets where he traded tax free municipals for large institutional customers and high net worth individuals. Before working at Cabrera Capital, Larry was a 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.

He received a Bachelor of Arts degree from Baldwin Wallace College with majors in Accounting and Finance.  He is also a Certified Public Accountant (CPA).

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