Steve Varrone
Director, Institutional Advisor
Steve joined Ancora in 2014 and serves as a Director in Institutional Sales. He is responsible for advising and servicing plan sponsors, corporations, foundations/endowments, Taft-Hartley funds, consultants and other client relationships. Steve has many years of experience of providing high-touch investment services to his valued clients. Before joining Ancora, Steve was employed at Fifth Third Bank and Fifth Third Asset Management where he held various roles as a private client financial advisor, investment sales representative and relationship manager. Prior to Fifth Third, Steve was a partner with Maxus Investment Group and its predecessor organization – Gelfand Partners Asset Management. He also has six years of past experience as owner of a financial advisor and broker-dealer.
Steve holds a Bachelor of Arts degree from The Ohio State University and is a FINRA registered representative (BrokerCheck). He has served on the Executive Board of the Diabetes Partnership of Greater Cleveland and continues to volunteer at a number of non-profit organizations.
