Jeff van Fossen

Portfolio Manager-Aktien bei

Ancora Family Wealth Advisors LLC

Finance

Consumer Services

Profil

Mr. Jeffrey C.
van Fossen, CFA MBA, is a Managing Director & Portfolio Manager at Ancora Private Wealth Advisors LLC.
He joined the firm after serving over twenty years in the high net worth financial services industry.
He has over thirty 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 generally creates portfolios to meet each client’s particular investment goals. Portfolios may consist of a combination of individual stocks, individual bonds, mutual funds, ETFs, and other fixed income securities. The firm’s equity investment methodology uses a combination of fundamental research and technical security analysis to identify individual securities that are likely to generate superior returns over time while minimizing risk of loss. They employ top-down analysis and emphasize downside protection in its security selection. AFWA analyzes and invests in fixed income securities based on the current interest rate, economic, and inflationary environment of the markets.	Portfolio Manager-Aktien	-

Alle aktiven Positionen von Jeff van Fossen

Ehemalige bekannte Positionen von Jeff van Fossen

Unternehmen	Position	Ende
The Northern Trust Co. The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services	Corporate Officer/Principal	-
KEYCORP	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	4
KeyCorp KeyCorp Major BanksFinance Operates as a bank holding company whose subsidiary provides banking services	Finance
Case Western Reserve University Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Ancora Family Wealth Advisors LLC Ancora Family Wealth Advisors LLC Investment ManagersFinance Ancora generally creates portfolios to meet each client’s particular investment goals. Portfolios may consist of a combination of individual stocks, individual bonds, mutual funds, ETFs, and other fixed income securities. The firm’s equity investment methodology uses a combination of fundamental research and technical security analysis to identify individual securities that are likely to generate superior returns over time while minimizing risk of loss. They employ top-down analysis and emphasize downside protection in its security selection. AFWA analyzes and invests in fixed income securities based on the current interest rate, economic, and inflationary environment of the markets.	Finance
The Northern Trust Co. The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services	Finance