Mr. Chadwick has been a Portfolio Manager since joining Ancora in 2014. He is President of Ancora subsidiary Ancora Alternatives LLC and leads the Alternatives group while also serving as Portfolio Manager for a number of the firm’s Alternative investment products. Jim has had a lead role in growing Ancora’s alternative investment business and building and managing the investment team. He leads the firm’s shareholder activist strategy and has worked in the shareholder activist arena for over 20 years. Jim also leads the group’s investment research efforts and is actively engaged in day-to-day idea generation, risk management and investment decision-making.
Prior to joining Ancora, Jim was the Managing Director of the private equity firm Harlingwood Equity Partners, LLC. Before joining Harlingwood, Jim founded and managed two activist hedge funds, PCI Partners LLC and Monarch Activist Partners LP. He began his activist career in 1999 working for the pioneering activist fund Relational Investors LLC.
Jim earned an Honors Bachelor of Arts degree from the University of California Los Angeles. He has served on the board of directors of seven public companies as a result of activist intervention including the following Ancora portfolio companies: Stewart Information Services Corp (NYSE: STC), Riverview Bancorp (Nasdaq: RVSB), and Hill International (NYSE: HIL).