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Tom Kennedy
Direktor/Vorstandsmitglied bei Ancora Family Wealth Advisors LLC
Aktive Positionen von Tom Kennedy
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Direktor/Vorstandsmitglied | 01.06.2011 | - |
Mitglied des Investmentausschusses | 01.06.2011 | - | |
Portfolio Manager-Aktien | 01.06.2011 | - |
Karriereverlauf von Tom Kennedy
Ehemalige bekannte Positionen von Tom Kennedy
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | - | - |
Ausbildung von Tom Kennedy
John Carroll University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Corporate Officer/Principal | 2 |
Masters Business Admin | 2 |
Director/Board Member | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 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 |
Merrill Lynch & Co., Inc. | 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 |
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