Lisa Rosenthal, CFA, CFP®

Vice President, Portfolio Manager

Ms. Rosenthal joined Ancora in 2023 and is responsible for managing customized portfolios for Family Wealth clients, corporations and not-for-profit organizations. 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 financial goals. Lisa 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.

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