The Ancora Team

Fred DiSanto

Chairman & Chief Executive Officer

John Bartels

President, Private Wealth

James Chadwick

President, Alternatives

John Micklitsch, CFA CAIA

President & Chief Investment Officer

Brian Spear

Managing Director, Employee Benefits

Jason Geers

Chief Compliance Officer

Mitch Green

Director, Operations

Bill Koenig, JD, MBA

Managing Director, Retirement Plan Advisor

Kevin O’Brien

Director, Property & Casualty

Kevin Neitzel

Managing Director, Property & Casualty

Joe Banks

Assistant Vice President, Investment Analyst

Ryan Bartels

Vice President, Wealth Advisor

Mark Becker

Senior Sales Executive, Property & Casualty

Ashley Benton-Cooper, IACCP®

Chief Compliance Officer, Inverness Securities LLC

James Bernard, CFA

Managing Director, Fixed Income

Patrick Carlotti, CMA

Senior Vice President, FP&A

Paul Caruso

Director, Commodity Investments

Belinda Chorba

Account Coordinator, Property & Casualty

Bill Clegg

Senior Sales Executive, Employee Benefits

Scott Crossley

Managing Director, Institutional Sales

Matt D’Anniballe, CPA

Director, Finance

John Danch

Senior Vice President, Wealth Advisor

Mark DeBlauw

Senior Sales Executive, Property & Casualty

Tracey Deliman

Assistant Vice President, Client Operations

Anthony J. DiSanto

Managing Director, Wealth Advisor

Joe Donato, CFA

Vice President, Equity Analyst

Margaret Ebner

Senior Account Manager, Employee Benefits

Howard Essner, JD

Managing Director, Wealth Advisor

Lance Ference, AIF®

Vice President, Retirement Plan Education Specialist

Lisa Flesher

Assistant Vice President, Insurance Planning

Cindy Flynn

Chief Experience Officer

Stephen Forlani, JD

Senior Vice President, Financial Planning

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 Planning

Tricia Heraghty

Vice President, Client Operations

Brian Hopkins

Managing Director, Portfolio Manager

Greg Hopkins

Director, 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

Rachel Jerpbak

Vice President, Director of Marketing

Lance “Putter” Johnson, CFP®

Vice President, Wealth Advisor

Brian G. Joseph

Vice President, Institutional Advisor

Larry Joseph

Managing Director, Wealth Advisor

John P. Kane

Director, Wealth Advisor

Irving Katz

Senior Vice President, Information Systems Manager

Tom Kennedy

Managing Director, Portfolio Manager

Vanessa Mavec King, CFP®

Director, Financial Planning

Austin Kistler

Vice President, Financial Accountant

Nellie Kondratyuk

Assistant Vice President, Financial Accountant

Tom Kropf

Senior Vice President, Client Operations

Tricia Lanara

Vice President, Client Operations

Laura Lawless

Executive Assistant to Fred DiSanto

Tara Lever

Senior Account Manager, Employee Benefits

Dana Lusardo

Senior Vice President, Client Operations

Connor Mackovjak, AIF®

Senior Vice President, Wealth Advisor

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®

Managing Director, 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

Account Manager, Property & Casualty

Sandy Mullin

Assistant Vice President, Retirement Plan Education Specialist

Megan Neitzel

Account Manager, Property & Casualty

Molly Neitzel

Account Coordinator, Property & Casualty

Noah Nicholl, CPA

Assistant Vice President, Equity Analyst

Kim L. Oeder

President, Inverness Securities LLC

Lisa O’Toole

Senior Vice President, Employee Benefits

Louis Preseren, CFP®

Vice President, Financial Planning

Madison Puhalsky

Assistant Vice President, Financial Planning

Linda Rafal

Vice President, Retirement Plan Advisor

Puneet Rai, MBA

Assistant Vice President, Alternatives Operations

Jim Raimondo

Director, Fixed Income Portfolio Manager

Mike Rayfield, CFA, CFP®

Vice President, Investment Advisor

Richard Renner

Managing Director, Portfolio Manager

Katie Ricotti

Vice President, Client & Employee Experience

Lisa Rosenthal, CFA, CFP®

Vice President, Portfolio Manager

Michael Santelli, CFA

Managing Director, Portfolio Manager

Jeremy Scacco

Senior Vice President, Fixed Income Portfolio Manager

Daniel Schmittgen

Account Manager, Property & Casualty

Matt Scullen, CFA

Vice President, Portfolio Manager

Linda Sekerak

Client Services Manager, Employee Benefits

Samantha Siewert

Vice President, Client Operations & Executive Administrator

David Sowerby, CFA

Managing Director, Portfolio Manager

Diane Striblin

Executive Assistant

Conor Sweeney

Director, Portfolio Manager

Patrick Sweeney

Director, Portfolio Manager

Dan Thelen, CFA

Managing Director, Small/Mid Cap Equities

Jerry C. Thomas, CFP®

Director, Insurance Planning

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®

Vice President, Wealth Advisor

Jeffrey van Fossen, CFA

Managing Director, Portfolio Manager

Steve Varrone

Director, Institutional Advisor

Renie Walters

Chief Compliance Officer & Head of Investment Performance Measurement

Faith Whitaker

Assistant Vice President, Client Experience

Eric Woidke

Director, Wealth Advisor

Elin B. Young, JD

Chief Risk Officer

Paul F. Zickes

Assistant Vice President, Alternatives Analyst

Bradley A. Zucker, CPA

Chief Administrative Officer