Tom Kennedy
Directeur/Bestuurslid bij Ancora Family Wealth Advisors LLC
Profiel
Mr. Thomas J.
Kennedy is a Director & Portfolio Manager at Ancora Family Wealth Advisors LLC.
He is on the Board of Directors at Ancora Family Wealth Advisors LLC.
He joined Ancora in 2007 as a senior portfolio manager.
He manages customized portfolios for Family Wealth clients, corporations and not-for-profit organizations.
In 2016, he took on the role of co-portfolio manager for the firm’s High Dividend Equity strategy.
He also a member of Ancora’s Investment Committee and Model Portfolio Committee.
Prior to joining Ancora, he 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.
He 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 is a member of the CFA Institute and the CFA Society Cleveland.
He currently serves on the board of Circuit Technologies.
Actieve functies van Tom Kennedy
Bedrijven | Functie | Begin |
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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. | Directeur/Bestuurslid | 01-06-2011 |
Eerdere bekende functies van Tom Kennedy
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Inverness Advisors LLC
Inverness Advisors LLC Investment ManagersFinance Inverness Advisors LLC provides capital raising and mergers and acquisitions advisory services to clients. The firm focus sectors are technology, media and healthcare. The company was founded by Derek Mattson, Tom Peters and David Stubbs in 2009 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Opleiding van Tom Kennedy
John Carroll University | Masters Business Admin |
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Bedrijven in privébezit | 3 |
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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 |
Merrill Lynch & Co., Inc. | Finance |
Inverness Advisors LLC
Inverness Advisors LLC Investment ManagersFinance Inverness Advisors LLC provides capital raising and mergers and acquisitions advisory services to clients. The firm focus sectors are technology, media and healthcare. The company was founded by Derek Mattson, Tom Peters and David Stubbs in 2009 and is headquartered in San Francisco, CA. | Finance |