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Jeff van Fossen
Portfolio Manager-Aktien bei Ancora Family Wealth Advisors LLC
Profil
Mr. Jeffrey C.
van Fossen, CFA MBA, is a Managing Director & Portfolio Manager at Ancora Family Wealth Advisors LLC.
He joined the firm after serving more than twenty years in the high net worth financial services industry.
He has more than twenty-five years of investment management experience and has worked extensively with affluent individuals and families.
Mr. van Fossen served as a portfolio manager and founding member of the Cleveland Office of The Northern Trust Company, managing $500 million of high net worth client assets.
Prior to this, he served as a portfolio manager in the Wealth Management Group at KeyCorp, where he managed over $750 million of assets for wealthy individuals and families.
He began his career at Ameritrust Corporation (The Cleveland Trust Company) as a Trust Officer.
He also served as a portfolio manager and equity analyst for Packer & Company, a private asset management firm located in Perth, Australia, where he gained experience in Australian and Pacific Rim markets.
He also has served as an analyst valuing privately held business concerns.
Mr. van Fossen earned Bachelor of Science degrees in Finance and Marketing from The University of Akron, as well as Juris Doctor and Master of Business Administration degrees from Case Western Reserve University.
He earned his Chartered Financial Analyst designation in 1998.
Jeff is a member of the Chartered Financial Analyst Society and Chartered Financial Analysts Society of Cleveland.
Aktive Positionen von Jeff van Fossen
Unternehmen | Position | Beginn |
---|---|---|
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. | Portfolio Manager-Aktien | - |
Ehemalige bekannte Positionen von Jeff van Fossen
Unternehmen | Position | Ende |
---|---|---|
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
KEYCORP | Corporate Officer/Principal | - |
Ausbildung von Jeff van Fossen
Case Western Reserve University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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KEYCORP | Finance |
Private Unternehmen | 2 |
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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 |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |