The Ancora Team

Fred DiSanto

Chairman & Chief Executive Officer

Dan Hyland

President

John Micklitsch, CFA CAIA

Chief Investment Officer

John Bartels

President, Family Wealth

James Chadwick

President, Alternatives

Brittney Garrett

Chief Financial Officer

Bill Koenig, JD, MBA

Managing Director, Retirement Plan Advisor

Jason Geers

Chief Compliance Officer

Joe Spidalieri

Chief Operating Officer

Andy Baszuk

Vice President, Insurance Services

Linda Bellomy, CFEI

Vice President, Retirement Plan Advisor

James Bernard, CFA

Managing Director, Fixed Income

Michael Bradac

Assistant Vice President, Investment Operations

Jacob Burnett

Assistant Vice President, Insurance Services & Data Analytics

Paul Caruso

Director, Commodity Investments

Chris Catanese

Vice President, Client Operations

Connor Cloetingh

Assistant Vice President, Equity Analyst

John Danch

Senior Vice President, Retirement Plan Advisor

Matt D’Anniballe, CPA

Controller

Anthony J. DiSanto

Director, Family Wealth Advisor

Joseph Donato

Vice President, Equity Trader

Howard Essner, JD

Managing Director, Family Wealth Advisor

Stephen Forlani, JD

Vice President, Financial Planning

Kevin Gale

Managing Director, Head of Fixed Income

Richard T. Heffern

Director, Insurance Services

Tricia Heraghty

Vice President, Client Operations & Events

Brian Hopkins

Managing Director, Corporate Development

Greg Hopkins

Senior Vice President, Family Wealth Advisor

Michelle Hruska

Vice President, Human Resources

Ryan Hummer, CFA

Director, Alternatives Portfolio & Risk Manager

Peter Hyland

Assistant Vice President, Trade Operations

Dante Iacozili, CFA

Senior Vice President, Head Equity Trader

Patrick Irvine

Director, Business Development

Nick Jacobs

Assistant Vice President, Equity Analyst

Rachel Jerpbak

Vice President, Marketing

Brian G. Joseph

Vice President, Institutional Advisor

Larry Joseph

Managing Director, Family Wealth Advisor

Kevin Kale

Director, Investment Advisor

John Kane

Senior Vice President, Family Wealth Advisor

Irving Katz

Senior Vice President, Information Systems Manager

Tom Kennedy

Director, Portfolio Manager

Vanessa Mavec King, CFP®

Senior Vice President, Financial Planning

Nicholas Koenigsknecht

Assistant Vice President, Equity Analyst

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

Dana Lusardo

Senior Vice President, Client Operations

Connor Mackovjak, AIF®

Vice President, Family Wealth Advisor

Jagger Makhecha

Assistant Vice President, Financial Analyst

Nicholas S. Malik

Assistant Vice President, Client Service & Support

Mike Mancuso

Vice President, Investment Operations

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

Vicki Moore

Vice President, Client Operations

Kim L. Oeder

Chief Compliance Officer & President, Inverness Securities Inc.

Kyle Psychas, MBA

Assistant Vice President, Client Service & Operations

Linda Rafal

Vice President, Retirement Plan Advisor

Jim Raimondo

Director, Fixed Income Portfolio Manager

Mike Rayfield, CFA, CFP®

Vice President, Investment Advisor

Robert Renner, CPA

Director, Operations

Katie Ricotti

Executive Assistant & Human Resource Generalist

Richard Renner

Managing Director, Portfolio Manager

Michael Santelli, CFA

Director, Portfolio Manager

Jeremy Scacco

Vice President, Fixed Income Portfolio Manager

Matt Scullen, CFA

Vice President, Portfolio Manager

Nate Serrano

Vice President, Commodity Analyst

David Sowerby, CFA

Managing Director, Portfolio Manager

Conor Sweeney

Director, Alternatives Research

Patrick Sweeney

Director, Portfolio Manager

Dan Thelen, CFA

Managing Director, Small/Mid Cap Equities

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

Candy Wnek

Receptionist

Eric Woidke

Director, Family Wealth Advisor

Elin B. Young, Esq.

Chief Risk Officer

Brad Zucker, CPA

Chief Administrative Officer