Stephen Forlani, JD

Senior Vice President, Financial Planning

Mr. Forlani joined Ancora in 2021 and specializes in financial planning solutions to help the firm’s clients meet their goals. Prior to joining Ancora, Stephen served as an attorney and financial analyst with Veterans Development after serving in a similar role with MCM Company. Previous experience includes serving as a law clerk with Progressive Insurance after beginning his industry career with Zenith Systems as a financial analyst in 2010.

Stephen earned a Bachelor of Science degree in Economics with a minor in Mathematics from Miami University as well as a Juris Doctor degree from Case Western Reserve University’s School of Law. He was admitted to the Ohio State Bar in 2015.

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