Director, Institutional Advisor
Steve joined Ancora in 2014 as a Director in Institutional Sales. He is responsible for marketing and client services to plan sponsors, corporations, foundations/endowments, Taft-Hartley funds and consultants. Steve has over 25 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 experience as owner of a financial advisor and broker-dealer. Steve holds a BA from The Ohio State University and holds several FINRA licenses including the Series 7 and Series 66. 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.