James Bernard, CFA
Managing Director, Fixed Income
James M. Bernard, CFA, joined Ancora in 2006 as Director of Fixed Income. Jim manages taxable and tax-exempt fixed income portfolios for various institutional and high net worth individual accounts. In addition to portfolio management, he provides fixed income consulting services for various financial institutions. Jim managed fixed income portfolios as well as the Ohio Municipal Bond Fund and the Kentucky Municipal Common Trust Fund for Fifth Third Investment Advisors prior to joining Ancora Advisors.
His prior experiences include serving as Chief Investment Officer and Treasurer of a multi-line insurance organization in central Ohio. He also managed funds for banks and trust companies in Indiana and Kansas City during his 30 years in the investment business. Jim earned a Bachelor degree in Business Administration from Xavier University and an MBA from Ball State University. He holds the Chartered Financial Analyst® designation and is member of CFA Society Cleveland. He is a registered representative holding Series 7 and Series 24 (principal) licenses. He is a board member of MutualFirst Financial as well as a board member and former Chairman of the Board of Solutions Behavioral Healthcare Incorporated, a non-profit mental health, alcohol, and drug abuse consulting provider.