Dave LaPuma, CFP®
Vice President, Family Wealth Advisor
Mr. LaPuma joined Ancora in 2019 to design investment solutions for both individual and institutional investors. This may include foundations, endowments, pensions and other accounts with specific objectives for their capital. He also focuses on wealth management and the financial planning needs of entrepreneurs. Prior to joining Ancora, Dave worked at Zelman & Associates with global institutional investment managers including hedge funds, mutual funds, pension funds and private equity funds. Dave has worked as a specialist ETF wholesaler for Fidelity Investments where he cultivated relationships with broker-dealers, RIAs and institutions and acted as a liaison between sector portfolio managers and wholesalers. He started his career in equity research at Northcoast Research.
Dave serves on the Bridge Board of the Boys and Girls Club of Northeast Ohio and the Jobs Committee for Saint Martin de Porres High School. He earned a Bachelor of Science in Business Administration from the University of Akron and a Master of Business Administration from John Carroll University. Dave holds the Certified Financial PlannerTM designation, is a FINRA registered representative and holds Life and Health Insurance Licenses.