Renie Walters joined Ancora in 2007. She is in charge of performance reporting and firmwide marketing materials at Ancora. For the company’s performance reporting, Renie is responsible for maintaining the company’s GIPS compliance as well as accurate reporting on the firm’s managed composites. In addition, Renie manages all responses to RFP’s (Request for Proposal). She is also responsible for the firm’s promotional and advertising activities which include publishing press releases, designing and developing collateral material as well as designing and publishing company presentations.
Prior to joining Ancora, Renie was a Client Service Representative with Winslow Asset Management, Inc. She was the project leader for the firms GIPS compliance and verification. Her additional responsibilities included assisting with portfolio management, monitoring asset allocations and trading.
Renie’s background in the industry is extensive. She worked as the Marketing Coordinator at Shaker Investments updating and maintaining marketing collateral including presentations for multiple investment strategies, newsletters, and customized client service reports. She assisted in the updates of technical marketing reports and also facilitated the rollout of new marketing material. She has worked as a Marketing Associate at Alliance Capital Management, LP and a Financial Associate at A.G. Edwards and Sons, Inc. At Verus Investment Management LLC, a hedge fund re-start from Shaker Investments, she worked in Investor Relations facilitating private placement memorandums and subscription documents for the fund. She also updated collateral marketing material and assisted with the development of the firm identity.
She attended both Kent State University and Malone University.