Tom Kennedy

Directeur/Bestuurslid bij Ancora Family Wealth Advisors LLC

Finance

Consumer Services

Actieve functies van Tom Kennedy

Bedrijven	Functie	Begin	Einde
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	-
	Lid van de Investeringscommissie	01-06-2011	-
	Portefeuillebeheerder-Aandelen	01-06-2011	-

Bedrijven	Functie	Begin	Einde
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	-	-

John Carroll University

Masters Business Admin

Internationaal

Verenigde Staten

Operationeel

Corporate Officer/Principal	2
Masters Business Admin	2
Director/Board Member	1

Sectoraal

Finance	4
Consumer Services	2

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Bedrijven in privébezit	3
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
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
Merrill Lynch & Co., Inc.	Finance