Mike Mancuso joined The Ancora Group in 2010 as a client reporting specialist and analyst. Mike’s 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 through the Ancora Dashboard. 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.
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 done according to the highest standards in compliance and electronic communications. Mike helps improve communications with customers and strategic partners, converting traditional paper based mailings to electronic ones while protecting the privacy of Ancora’s customers in the process.
Mike works with Ancora’s Fixed Income department and uses resources such as Bloomberg to assist Ancora's portfolios managers.
Mike has a Bachelor of Science degree in Financial Management from The Ohio State University. He holds the FINRA Series 7 certification.