Sonia Mintun, CFA
Managing Director, Portfolio Manager
Ms. Mintun joined Ancora in 2008 as a portfolio manager and currently serves on the firm’s Executive Committee. She manages individual and institutional accounts and manages the firm’s Dividend Value Equity strategy, including a mutual fund (ADEIX). Prior to joining Ancora, Sonia served as chief compliance officer, vice president and portfolio manager at First Fiduciary Investment Counsel. She worked as a portfolio manager and analyst for Proper Analysis Corp. as well as a portfolio manager and head trader for Westinghouse Credit Corp. where she raised over $200 million through a collateralized debt obligation. Sonia began her career in 1983 with Bernstein-Macaulay in New York City as a portfolio manager. During her six years there, Sonia managed their high-grade and high-yield fixed income products, as well as a $200+ million closed-end mutual bond fund. She has also written for Street Insights, a subsidiary of theStreet.com.
Sonia earned a Bachelor of Science degree with dual majors in Accounting & Finance from Lehigh University. She also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Cleveland. She is FINRA registered representative (BrokerCheck). Sonia serves on the Board of Directors as head of the programming committee for The First Tee of Cleveland. She also serves on the Board of Directors for Cleveland Play House where she is a finance committee member and heads the investment committee. Sonia has previously served on the Board of Trustees for the Lehigh University Alumni Association, as the President of the Northern Ohio Lehigh Alumni Association and on the Leadership Committee at Hawken School. In 2015, Sonia was a recipient of Crain’s Cleveland Business Women of Note award, and in 2017 she received Crain’s Influential Women in Finance award.
