Brian G. Joseph
Vice President, Institutional Advisor
Mr. Joseph joined Ancora in 2019 and manages client relationships with individuals, family offices, private banks, asset managers, foundations and pension funds, among others. Brian utilizes his experience with various types of investment vehicles to help his clients reach their financial goals. He specializes in the firm’s managed account strategies, hedge funds and other investment opportunities.
Prior to joining Ancora, Brian worked at Goldman Sachs in Chicago in the bank’s Investment Management Division. Brian worked on an investment sales desk where he raised assets in Goldman Sachs private equity strategies, private debt strategies, hedge fund strategies and other professionally managed investment strategies covering asset management firms and multi-family offices. Brian began his career with BNY Mellon in New York City as an analyst in the bank’s Investment Management Division. There, Brian delivered capital market overviews, attribution analysis, product positioning and asset allocation support to existing and prospective clients.
Brian earned a Bachelor of Business Administration degree in Entrepreneurship from the University of Dayton. He is a FINRA licensed registered representative.