Director, Portfolio Manager
Tom Kennedy joined the firm in 2007 as a Senior Portfolio Manager. Tom took on the role as co-portfolio manager for the High Dividend Equity strategy in 2016. He also manages customized portfolios for family wealth clients, corporations and not-for-profit organizations. He is a member of both the Ancora Inverness Investment Committee and the Model Portfolio Investment Committee. Mr. Kennedy began his career in 1996 at an estate planning firm and has vast investment experience focusing on strategic portfolio management and sophisticated wealth planning. His prior roles include financial advisor, registered principal and Certified Financial Manager at Merrill Lynch’s Private Client Group, COO & portfolio manager at Independent Advisors. Tom earned a Bachelor of Science in Business Administration degree in Finance and a Master of Business Administration in Finance degree from John Carroll University. Tom is a FINRA licensed registered representative and has passed Level I of the CFA program. Tom is a member of CFA Institute & CFA Society of Cleveland. He is a Member of the Board of Directors of Circuit Technologies.