Tom Kennedy
Managing Director, Portfolio Manager
Mr. Kennedy joined the firm in 2007 to serve as a portfolio manager. Currently serving as Managing Director, Tom manages strategic core portfolios for Private Wealth ultra-high net worth families, corporations and not-for-profit organizations. He also leads the firm’s Portfolio Solutions team, whose goal is to provide automated, scalable and centralized solutions for Ancora’s portfolio managers and our clients. Tom is a member of Ancora’s Investment Committee and Model Portfolio Committee and previously served as a co-portfolio manager for the firm’s Dividend Value Equity strategy, including the mutual fund (ADEIX).
Prior to joining Ancora, Tom served as COO and Portfolio Manager for Independent Advisors and Inverness Investment Group. He worked as a financial advisor, registered principal and Certified Financial Manager at Merrill Lynch’s Private Client Group. Mr. Kennedy began his industry career in 1996 at an estate planning firm and has over three decades of experience in strategic portfolio management and sophisticated wealth management.
Tom received a Bachelor of Science degree in Business Administration with a focus on Finance and a Master of Business Administration degree in Finance from John Carroll University. He currently serves on the Board of Directors at Magnificat High School, the Investment Committee at St. Edward’s High School and is an Advisory Board Member for G-Tech Apparel. Tom is a member of the CFA Institute and the CFA Society Cleveland. He is a FINRA registered representative (BrokerCheck)
