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Loopbaan van David A. Ost
Eerdere bekende functies van David A. Ost
Bedrijven | Functie | Begin | Einde |
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Ancora Family Wealth Advisors LLC
![]() Ancora Family Wealth Advisors LLC Investment ManagersFinance Ancora Family Wealth Advisors LLC (AFWA) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. Formerly known as Ancora Inverness LLC, the firm was founded by Rick Renner in 2003 as Inverness Investment Group LLC. They are wholly-owned by Inverness Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFWA specializes in customized portfolio management for individual investors, high net worth individuals, families, pensions and profit-sharing plans. | Portefeuillebeheerder-Aandelen | 01-01-2003 | 30-03-2010 |
Opleiding van David A. Ost
The Ohio State University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 3 |
Operationeel
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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Ancora Family Wealth Advisors LLC
![]() Ancora Family Wealth Advisors LLC Investment ManagersFinance Ancora Family Wealth Advisors LLC (AFWA) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. Formerly known as Ancora Inverness LLC, the firm was founded by Rick Renner in 2003 as Inverness Investment Group LLC. They are wholly-owned by Inverness Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFWA specializes in customized portfolio management for individual investors, high net worth individuals, families, pensions and profit-sharing plans. | Finance |
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