Managing Director, Family Wealth Advisor
Mr. Joseph serves as a relationship manager for the firm and currently specializes in assisting high and ultra-high net worth individuals, as well as various institutional entities, find investment solutions. These solutions may involve custom asset allocation recommendations coupled with Ancora’s proprietary investment strategies, selected to best suit the investor’s risk and return needs.
Prior to joining Ancora, Larry served as a Managing Director and Principal in the Cleveland office of Cabrera Capital Markets for 3 years where he traded tax-exempt municipal bonds to large institutional clients. Larry spent the majority of his career as a Managing Director in the Securities Group at McDonald & Co. He spent 8 years on the institutional fixed income sales desk selling municipal bonds and other fixed income instruments to a client base that included pension funds, hedge funds, asset managers, and insurance companies. Prior to that, he spent another 10 years on the institutional fixed income trading desk where he traded municipal bonds and other fixed income instruments for the bank’s inventory. McDonald & Co. was acquired by KeyCorp in 1998.
Larry began his career in 1983 at Coopers and Lybrand in public accounting where he became a Certified Public Accountant (Inactive). He earned a Bachelor of Arts degree in Accounting and Finance from Baldwin Wallace College and is a FINRA registered representative.