Ancora Private Wealth Advisors, LLC

Richard Renner is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Ancora Family Wealth Advisors and its affiliated entities since 2002. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, combining top-down asset allocation with fundamental and technical security analysis.

Gregory Hopkins is a financial advisor at Ancora Private Wealth Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill Lynch, and GBQ Partners. Outside of his advisory role, Hopkins is a limited partner investor in several non-investment-related businesses, including a brewing company and technology ventures. Ancora Private Wealth Advisors is a multi-team registered investment adviser serving mostly high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, employing a blend of top-down asset allocation and fundamental and technical security analysis.

John Bartels is a financial advisor with Ancora Private Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Ancora Retirement Plan Advisors since 2018 and has prior experience with Inverness Securities, LLC, Inverness Investment Group LLC, and as an independent advisor. Outside of his advisory role, he serves on the board of the Gold Zone Real Estate Fund and is an author. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion primarily for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, wealth planning, and corporate retirement consulting, employing a combination of top-down asset allocation and fundamental and technical security analysis to construct tailored portfolios.

Howard Essner is a Series 65-licensed financial advisor at Ancora Private Wealth Advisors, LLC, with 16 years of industry experience. He has worked at Ancora Retirement Plan Advisors Inc since 2018 and Inverness Investment Group, LLC since 2006. Essner serves as a director and Chief Legal Officer involved in retirement plan consulting at Ancora Retirement Plan Services. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, utilizing a combination of top-down asset allocation and fundamental and technical security analysis.

Jeffrey Van Fossen is a CFA® charterholder with 24 years of industry experience. He has been with Inverness Investment Group, LLC since 2006 and is a minority owner of Inverness Holdings LLC, a parent company of several affiliated entities. He is based in Cleveland, OH and is affiliated with Ancora Private Wealth Advisors, LLC. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, utilizing a combination of top-down asset allocation and fundamental and technical security analysis.

Thomas Kennedy is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Inverness Securities, LLC since 2014 and Inverness Investment Group since 2011. Outside of his advisory roles, he is a 50% owner of Cleveland Tech Ventures and serves as a board member of Global Digital Instrument, LLC. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, using a combination of top-down asset allocation and fundamental and technical security analysis to construct tailored portfolios.

Paul Mccormack is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with Ancora Private Wealth Advisors, LLC and has worked at Inverness Investment Group and Inverness Securities, LLC since 2010. In addition to his advisory role, he serves as a portfolio manager at Ancora Advisors. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, utilizing a blend of top-down asset allocation and fundamental and technical security analysis to construct tailored portfolios.

Ashley Benton Cooper is a financial advisor with Ancora Private Wealth Advisors, LLC, holding a Series 66 credential and 16 years of industry experience. Prior to joining Ancora, Cooper held positions at several firms including Inverness Securities LLC, LPL Financial LLC, and ValMark Securities, Inc. Cooper is also involved in compliance work with Ancora Family Wealth Advisors. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, utilizing a combination of top-down asset allocation and fundamental and technical security analysis.

Lisa Rosenthal is a CFP® and CFA® with 17 years of industry experience. She is currently with Ancora Private Wealth Advisors, LLC in Cleveland, OH, where she has worked since 2023. Her prior experience includes roles at Bank of America, Merrill Lynch, McDonald Partners LLC, and Morgan Stanley. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, combining top-down asset allocation with fundamental and technical security analysis to construct tailored portfolios.

Michael Santelli is a CFA® charterholder with 12 years of industry experience. He has been with Inverness Investment Group since 2014. Outside of his advisory role, he serves as treasurer of Enrico Properties, LLC, a real estate investment entity. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, utilizing a combination of top-down asset allocation and fundamental and technical security analysis to construct tailored portfolios.

Ryan Bartels is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. He is also a co-founder and shareholder of Circuit Technologies, a smartphone application company, although he has no active duties there. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, employing a combined top-down and fundamental investment process and maintaining close integration with the Focus Financial Partners network.

Louis Preseren is a CFP® with four years of industry experience, currently serving as a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH. His prior experience includes roles at Inverness Securities, LLC, Capital Advisors, Ltd., Lincoln Investment, and Raymond James Financial. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion, serving primarily high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, utilizing a combination of top-down asset allocation and fundamental and technical security analysis to construct tailored portfolios.

John Danch is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His work history includes roles at Inverness Securities, LLC, Source Insurance, Source Companies, and Safeguard Securities Inc. He is also self-employed in fixed insurance sales through Source Insurance. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion primarily for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, employing a comprehensive investment process that integrates top-down asset allocation with fundamental and technical security analysis.