Jim Bernard

Mr. James M.
Bernard, CFA MBA, is a Managing Director of Fixed Income at Ancora Advisors LLC.
He is on the Board of Directors at MutualFirst Financial, Inc. and MutualBank (Muncie, Indiana).
He joined the firm as Director of Fixed Income and manages taxable and tax-exempt fixed income portfolios for various institutional and high net worth individual accounts.
In addition to portfolio management, he provides fixed income consulting services for various financial institutions.
He is a board member and former Chairman of the Board of Solutions Behavioral Healthcare Incorporated, a non-profit mental health, alcohol, and drug abuse consulting provider.
Prior to joining Ancora Advisors in 2006, Mr. Bernard managed fixed income portfolios as well as the Ohio Municipal Bond Fund and the Kentucky Municipal Common Trust Fund for Fifth Third Investment Advisors.
His prior experience include serving as Chief Investment Officer and Treasurer of a multi-line insurance organization in central Ohio.
He also managed funds for banks and trust companies in Indiana and Kansas City during his 30 years in the investment business.
He earned a Bachelor degree in Business Administration from Xavier University and an MBA from Ball State University.
He is a member of the CFA Institute and the Cleveland Society of Financial Analysts.
He is a registered representative holding Series 7 and Series 24 principal licenses.