The Ancora Team

Fred DiSanto

Chairman & Chief Executive Officer

John Bartels

President, Family Wealth

James Chadwick

President, Alternatives

John Micklitsch, CFA CAIA

Chief Investment Officer

Brian Spear

Managing Director, Employee Benefits

Brittney Garrett

Chief Financial Officer

Jason Geers

Chief Compliance Officer

Bill Koenig, JD, MBA

Managing Director, Retirement Plan Advisor

Kevin Neitzel

Managing Director, Property & Casualty

Kevin O’Brien

Director, Property & Casualty

Ryan Bartels

Assistant Vice President, Family Wealth Advisor

Andy Baszuk

Vice President, Insurance Services

Mark Becker

Senior Sales Executive, Property & Casualty

Ashley Benton-Cooper, IACCP®

Deputy Chief Compliance Officer, Inverness Securities LLC

James Bernard, CFA

Managing Director, Fixed Income

Paul Caruso

Director, Commodity Investments

Belinda Chorba

Client Services Manager, Property & Casualty

Scott Crossley

Managing Director, Institutional Sales

Bill Clegg

Senior Sales Executive, Employee Benefits

Matt D’Anniballe, CPA

Controller

John Danch

Senior Vice President, Retirement Plan Advisor

Mark DeBlauw

Senior Sales Executive, Property & Casualty

Anthony J. DiSanto

Director, Family Wealth Advisor

Joe Donato, CFA

Vice President, Equity Analyst

Margaret Ebner

Senior Account Manager, Employee Benefits

Howard Essner, JD

Managing Director, Family Wealth Advisor

Stephen Forlani, JD

Vice President, Financial Planning

Patrick Flannery

Junior Sales Executive, Property & Casualty

Kevin Gale

Managing Director, Head of Fixed Income

Rhonda Garrett

Assistant Vice President, Client Service & Support

Jordan Green

Account Manager, Employee Benefits

Sallie Hansen

Senior Account Manager, Property & Casualty

Richard T. Heffern

Director, Insurance Services

Tricia Heraghty

Vice President, Client Operations & Events

Brian Hopkins

Managing Director, Portfolio Manager

Greg Hopkins

Senior Vice President, Family Wealth Advisor

Michelle Hruska

Vice President, Human Resources

Brandon Huff

Assistant Vice President, Investment Operations

Ryan Hummer, CFA

Director, Alternatives Portfolio & Risk Manager

Dan Hyland

Managing Director, Institutional Advisor

Peter Hyland

Vice President, Equity Trader

Dante Iacozili, CFA

Senior Vice President, Head Equity Trader

Patrick Irvine

Director, Business Development

Nick Jacobs

Vice President, Equity Analyst

Lisa Janasek

Assistant Vice President, Insurance Services

Rachel Jerpbak

Vice President, Marketing

Brian G. Joseph

Vice President, Institutional Advisor

Larry Joseph

Managing Director, Family Wealth Advisor

John P. Kane

Director, Family Wealth Advisor

Irving Katz

Senior Vice President, Information Systems Manager

Vanessa Mavec King, CFP®

Senior Vice President, Financial Planning

Tom Kennedy

Director, Portfolio Manager

Tom Kropf

Senior Vice President, Client Operations

Tricia Lanara

Vice President, Client Operations

Dave LaPuma, CFP®

Vice President, Family Wealth Advisor

Laura Lawless

Executive Assistant to Fred DiSanto

Tara Lever

Senior Account Manager, Employee Benefits

Dana Lusardo

Senior Vice President, Client Operations

Connor Mackovjak, AIF®

Vice President, Family Wealth Advisor

Jagger Makhecha

Vice President, Finance

Nicholas S. Malik

Assistant Vice President, Institutional Sales & Marketing

Mike Mancuso

Vice President, Investment Operations

Mona Maruna

Senior Account Manager, Property & Casualty

Paul McCormack, CFP®, AAMS®

Director, Family Wealth Advisor

Tim McCormick

Director, Institutional Sales

Alan Miller

Director, Portfolio Manager

Sonia Mintun, CFA

Managing Director, Portfolio Manager

Scott Misischia

Vice President, Corporate Development

Vicki Moore

Vice President, Client Operations

Bridget Mullin

Client Services Manager, Property & Casualty

Sandy Mullin

Assistant Vice President, Retirement Plan Education Specialist

Mark Neitzel

Senior Vice President, Finance

Megan Neitzel

Client Services Manager, Property & Casualty

Molly Neitzel

Junior Client Services Manager, Property & Casualty

Noah Nicholl, CPA

Assistant Vice President, Equity Analyst

Lisa O’Toole

Senior Vice President, Employee Benefits

Kim L. Oeder

Chief Compliance Officer & President, Inverness Securities LLC

Andrew Page

Director, Corporate Development

Louis Preseren, CFP®

Assistant Vice President, Financial Planning

Kyle Psychas, MBA

Assistant Vice President, Client Service & Operations

Linda Rafal

Vice President, Retirement Plan Advisor

Jim Raimondo

Director, Fixed Income Portfolio Manager

Richard Renner

Managing Director, Portfolio Manager

Mike Rayfield, CFA, CFP®

Vice President, Investment Advisor

Robert Renner, CPA

Director, Operations

Katie Ricotti

Assistant Vice President, HR Generalist

Evan Ross

Senior Account Manager, Property & Casualty

Jeremy Scacco

Vice President, Fixed Income Portfolio Manager

Michael Santelli, CFA

Director, Portfolio Manager

Matt Scullen, CFA

Vice President, Portfolio Manager

Daniel Schmittgen

Client Services Manager, Property & Casualty

Linda Sekerak

Client Services Manager, Employee Benefits

Nate Serrano

Vice President, Commodity Analyst

David Sowerby, CFA

Managing Director, Portfolio Manager

Joe Spidalieri

Project Manager

Diane Striblin

Executive Assistant

Conor Sweeney

Director, Alternatives Research

Patrick Sweeney

Director, Portfolio Manager

Dan Thelen, CFA

Managing Director, Small/Mid Cap Equities

Jerry C. Thomas, CFP®

Investment and Insurance Consultant

Joy M. Toman

Assistant Vice President, Client Operations

Jaclyn Truchon

Senior Account Manager, Property & Casualty

Lauren Turkisher

Chief Operating Officer, Alternatives

Kevin Vaillancourt, CPFA®, CHSA®

Director, Retirement Plan Advisor

Jeffrey van Fossen, CFA

Managing Director, Portfolio Manager

Steve Varrone

Director, Institutional Advisor

Renie Walters

Chief Compliance Officer & Head of Investment Performance Measurement

Eric Woidke

Director, Family Wealth Advisor

Elin B. Young, Esq.

Chief Risk Officer

Paul F. Zickes

Assistant Vice President, Alternatives Analyst

Bradley A. Zucker, CPA

Chief Administrative Officer