Richard Renner
Managing Director, Portfolio Manager
Mr. Renner serves as a wealth advisor and portfolio manager for Ancora’s Private Wealth practice. His goal is to help families plan and navigate their finances and investments through future uncertainty. Rick serves on a team of experienced professionals who aim to build high comfort levels and trusting relationships with individuals and families. He joined the firm in 2015, when Inverness Investment Group merged with Ancora. Rick began Inverness Investment Group, a registered investment advisor, in 2002. He built an experienced team to advise on investing and to consult on planning for client’s future financial events. Rick’s industry career began with Alex Brown & Sons in 1986.
Rick earned a Bachelor of Science degree in Business Administration from Bucknell University, where he was captain of the Water Polo team for two years. He has served on many boards over the years and currently is on the Board of Trustees at Fieldstone Farms and their associated Therapeutic Riding Center Foundation where he serves as an active member on the investment committee. Rick also is the founder and still chairman of the investment committee for Beaumont School’s endowment fund. He is a FINRA registered representative (BrokerCheck)
