Lisa Rosenthal, CFA, CFP®
Vice President, Portfolio Manager
Ms. Rosenthal joined Ancora in 2023 and specializes in managing customized portfolios for not-for-profit organizations and various community foundations, while also serving Private Wealth clients. Prior to joining Ancora, Lisa served as a team financial advisor with Merrill Lynch, where she worked with individuals and families to provide comprehensive financial advice to help meet their goals. She began her industry career with Key Bank and has amassed over 20 years of industry experience.
Lisa earned a Bachelor of Science in Business Administration degree with a focus in Marketing from Miami University. She earned an MBA in Finance and International Management from the Weatherhead School of Management at Case Western Reserve University. Lisa holds both the Certified Financial Planner™ and Chartered Financial Analyst® designations and is a member of the CFA Society of Cleveland. She also holds Ohio Life and Health insurance licenses and life insurance licenses in Florida and Pennsylvania. She is a FINRA registered representative (BrokerCheck).
