Assistant Vice President, Equity Analyst
Mr. Jacobs joined Ancora in 2018 and serves as an equity analyst, primarily for the firm’s Dividend Value Equity strategy, while also supporting the research needs of Ancora’s Family Wealth division. Nick’s main functions on the Dividend strategy team are researching industries and providing in-depth analysis of companies in which the product invests.
Prior to joining Ancora, Nick held various internship and work-study placements where he performed financial research and analysis. This includes his time spent with the University of Dayton’s Davis Center for Portfolio Management, an entirely student-run, long-term equity fund supporting $30M of the University’s endowment. Nick also has prior experience with Ancora, working as an intern analyst for the firm’s dividend equity products. He has previously served as a Financial Shared Services intern at The Sherwin-Williams Company as well. Nick earned a Bachelor of Science in Business Administration degree as a finance major from the University of Dayton.