As President of Ancora, Dan oversees operations and distribution functions at Ancora. His role includes overseeing the institutional business, including sales, investment products and overall strategy, as well as Ancora’s Retirement Plans business. Prior to being named President of the firm as a whole, Dan served as President of Ancora’s institutional Asset Management division after spending four years as Ancora’s Managing Director of Marketing & Client Services, where he managed all aspects of business development and distribution, including Family Wealth, Institutional and Retirement Plans. Dan joined Ancora in 2012 as Director of Mutual Fund Distribution.
Dan’s investment career began in the early 1990s with McDonald & Company/KeyBanc Capital Markets, with a focus on institutional equity sales. His responsibilities included providing stock research and analysis to institutional portfolio managers throughout the Midwest. In 2008, he started Hyland Investor Services, Inc. His focus at Hyland was to originate, coordinate and conduct high level meetings for small cap public company management teams with institutional investors in the Midwest region. Prior to beginning his career in business, Dan spent three years as a PGA Tour Caddie and worked full time for PGA Tour veteran D. A. Weibring. Dan earned a Bachelor of Science degree in Finance from The University of Dayton. He holds FINRA Series 7, 24 and 63 licenses.