Michael Santelli, CFA

Co-Chief Investment Officer

Mr. Santelli joined the firm in 2014 and serves as a co-Chief Investment Officer and portfolio manager. Michael previously led a micro cap equity strategy and mutual fund at Ancora, while also serving as a portfolio manager for institutional and private wealth clients. Before joining Ancora, Michael spent 18 years at PNC Financial Services Group in their institutional investment management unit. His first five years were spent on the fixed income side of the business where he served as leader of the taxable fixed income team. He spent the next 13 on the equity side of the business where he led the fundamental value team. Before managing money, Michael spent four years in fixed income research on Wall Street in the structured products groups at Merrill Lynch and Donaldson, Lufkin & Jenrette.

Michael earned a Bachelor of Accountancy degree from The George Washington University and a Master of Business Administration degree in Finance from the University of Chicago, Booth School of Business. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society Cleveland

> Email Michael Santelli, CFA