Director, Portfolio Manager
Mr. Kennedy joined Ancora in 2007 as a senior portfolio manager. Tom manages customized portfolios for Family Wealth clients, corporations and not-for-profit organizations. He is also a member of Ancora’s Investment Committee and Model Portfolio Committee. Tom 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. 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 many years 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. Tom is a member of the CFA Institute and the CFA Society Cleveland. He currently serves on the board of Circuit Technologies.