Joe Spidalieri

Project Manager

Mr. Spidalieri is tasked with completing special operational projects for the firm. Joe previously served as Ancora’s Chief Operating Officer, overseeing the firm’s operations for its various divisions with responsibilities including technology, trading and sales support. Joe’s prior roles at Ancora also included time as Chief Compliance Officer of the Ancora Trust and Firm Chief Compliance Officer.

Before his time with Ancora, Joe worked at American Express in the company’s Finance and Money Management division. He earned a Bachelor of Science degree with majors in Finance & Marketing and a minor in Business Legal Studies from Miami University. He also earned an MBA from Case Western Reserve University’s Weatherhead School of Management. He holds FINRA Series 7, 24, 4, 55, & 66 licenses. 

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