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Jeff van Fossen
Portefeuillebeheerder-Aandelen bij Ancora Family Wealth Advisors LLC
Oorsprong van het eerstegraads netwerk van Jeff van Fossen
Entiteit | Type entiteit | Industrie | |
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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.
6
| Subsidiary | Investment Managers | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeff van Fossen via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
AMPCO-PITTSBURGH CORPORATION | Steel | Director/Board Member | |
THE EASTERN COMPANY | Tools & Hardware | Director/Board Member | |
Fifth Third Bank, NA (Cincinnati, Ohio)
![]() Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal | |
REGIONAL BRANDS INC. | Wholesale Distributors | Director/Board Member | |
AVANTAX, INC. | Packaged Software | Director/Board Member | |
The Ancora Group, Inc.
![]() The Ancora Group, Inc. Financial ConglomeratesFinance The Ancora Group, Inc. operates as an investment advisory firm. It focuses on asset allocation, equities, fixed income, and alternative strategies. The company was founded by Richard Anthony Barone in 2001 and is headquartered in Cleveland, OH. | Financial Conglomerates | Chief Executive Officer | |
Digital Global Systems, Inc.
![]() Digital Global Systems, Inc. Information Technology ServicesTechnology Services Digital Global Systems, Inc. designs and manages service spectrum monitoring platform. It offers spectrum monitoring and management, interference mitigation, and critical asset protection services. The company was founded in 2013 and is headquartered in Beltsville, MD. | Information Technology Services | Director/Board Member | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
Medical Mutual of Ohio
![]() Medical Mutual of Ohio Life/Health InsuranceFinance Medical Mutual of Ohio engages in the provision of health insurance services. The firm offers individual and family health plans, medicare supplement insurance and a range of employer-provided group health insurance plans for employers and employees. It also provides dental, workers compensation plans, life insurance, and third-party administration services. The company was founded in 1934 and is headquartered in Cleveland, OH. | Life/Health Insurance | Director/Board Member | |
George Washington University | College/University | Undergraduate Degree | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
MCM Capital Partners
![]() MCM Capital Partners Investment ManagersFinance MCM Capital Partners (MCM Capital) is a private equity firm founded in 1992 by Joseph Callahan, Mark Mansour and Aaron Mixon. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Corporate Officer/Principal | |
Ancora Advisors LLC
![]() Ancora Advisors LLC Investment ManagersFinance Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer Chief Executive Officer | |
Bucknell University | College/University | Undergraduate Degree | |
Case Western Reserve University
![]() Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Director/Board Member | |
Denison University | College/University | Undergraduate Degree | |
John Carroll University | College/University | Director/Board Member Masters Business Admin | |
The Johns Hopkins University | College/University | Masters Business Admin | |
University of Akron
![]() University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Undergraduate Degree | |
Thinsolutions LLC
![]() Thinsolutions LLC Information Technology ServicesTechnology Services Thinsolutions LLC provides information technology services. Its services include consulting, systems integration, technology development and Internet hosting. The company was founded in 1997 and is headquartered in Cleveland, OH. | Information Technology Services | Director/Board Member | |
Greater Cleveland Sports Commission
![]() Greater Cleveland Sports Commission Movies/EntertainmentConsumer Services Greater Cleveland Sports Commission is a non-profit organization governed by a group of trustees representing private, public and non-profit institutions. It offers an array of services and assistance including sponsorship, event management, marketing, graphic design, merchandising, media relations, facility and site selection, volunteer recruitment and management, and fundraising. The organization was founded in 2000 and is headquartered in Cleveland, OH. | Movies/Entertainment | Director/Board Member | |
Boys Hope Girls Hope | Director/Board Member | ||
St. Ignatius High School
![]() St. Ignatius High School Other Consumer ServicesConsumer Services St. Ignatius High School operates as a a college-preparatory school. It also offers programs for education and athletics. The company was founded in 1886 and is headquartered in Cleveland, OH. | Other Consumer Services | Corporate Officer/Principal | |
Beaumont School
![]() Beaumont School Miscellaneous Commercial ServicesCommercial Services Beaumont School operates as a school for girls. The firm also offers athletic teams including soccer, cross country, basketball, lacrosse, swimming, volleyball, tennis, softball, track and golf. The company was founded on September 9, 1850 and is headquartered in Cleveland Heights, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
PNC Capital Advisors LLC
![]() PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Portfolio Manager-Equities | |
Ancora Alternatives LLC
![]() Ancora Alternatives LLC Investment ManagersFinance Ancora Alternatives LLC (Ancora) is a registered investment adviser and hedge fund manager headquartered in Cleveland, Ohio. The firm is a subsidiary of Ancora Holdings Group LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora provides investment advisor services for high net worth or institutional investors and, other Registered Investment Advisers or family offices. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
Ancora Holdings, Inc.
![]() Ancora Holdings, Inc. Investment ManagersFinance Ancora Holdings, Inc. provides investment management services. The company was founded by Richard Barone in 2001 and is headquartered in Cleveland, OH. | Investment Managers | Chief Executive Officer | |
Greater Cleveland Film Commission | Chairman | ||
ALITHYA GROUP INC. | Information Technology Services | Director/Board Member | |
W.F. Hann & Sons
![]() W.F. Hann & Sons Engineering & ConstructionIndustrial Services W.F. Hann & Sons provides heating, cooling, plumbing, and electrical services for home and business owners in Warrensville Heights. It serves residential and commercial customers in Cleveland and throughout Cuyahoga, Lake, Geauga, Lorain, Medina and Summit Counties. The company was founded in 1907 and is headquartered in Warrensville Heights, OH. | Engineering & Construction | Director/Board Member | |
First Tee-Cleveland
![]() First Tee-Cleveland Services to the Health IndustryHealth Services First Tee of Cleveland operates as an international youth development organization introducing the game of golf and its inherent values to young people. The company was founded by André Thornton in 1999 and is headquartered in Newburgh Heights, OH. | Services to the Health Industry | Director/Board Member | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Weatherhead School of Management | College/University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 46 |
Canada | 2 |
Sectoraal
Finance | 20 |
Consumer Services | 13 |
Technology Services | 6 |
Distribution Services | 3 |
Commercial Services | 3 |
Operationeel
Director/Board Member | 25 |
Corporate Officer/Principal | 12 |
Portfolio Manager-Equities | 8 |
Chairman | 8 |
Chief Executive Officer | 7 |
Sterkste connecties
Insiders | |
---|---|
Fred DiSanto | 36 |
Michael Enrico Santelli | 7 |
John Pewters Micklitsch | 7 |
Rick Renner | 5 |
Bob Renner | 4 |
Tom Kennedy | 4 |
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