Assistant Vice President, Investment Operations
Mike Mancuso joined Ancora in 2010 as a client reporting specialist and analyst. His primary responsibility is administering Ancora’s portfolio accounting system and reporting engine. Using Advent’s most advanced reporting software, APX, he generates specialized and detailed equity and fixed income reports for money managers and clients. He helps the portfolio managers by providing performance evaluations as well as multi-asset class appraisals. He also makes these reports available quarterly to clients. Mike works regularly with Ancora’s money managers and wealth advisors to ensure that client investments are in line with the stated asset allocation goals per client management agreements. He also works daily with the trading department by submitting and monitoring trade allocations through Omgeo Oasys.
Mike also administers databases across Ancora’s investment programs and centralizes this information into a single, secured location. Mike helps improve communications with customers and strategic partners, while protecting the privacy of Ancora’s customers. Mike earned a Bachelor of Science degree in Financial Management from The Ohio State University. He holds the FINRA Series 7 license.