Fund Inception | 09/02/2008 |
Name of Issuer | Ancora |
Fund Advisor(s) | Ancora Advisors LLC |
Sub-Advisor(s) | -- |
Fund Managers for ANCIX
Michael Santelli
Portfolio Manager since 04/30/2017
Michael Santelli, a portfolio manager with Ancora Advisors LLC, is lead manager. From 2014 to 2016, Michael was co-CIO with Inverness Investment Group, a wealth management firm that merged with the Advisor in 2016. From 1995 to 2013, he was a portfolio manager at PNC Capital Advisors and its predecessors. He was the lead portfolio manager of the fundamental value team, including the PNC Mid Cap Value Fund, from 2003 to 2013. He was a member of the value team from 2000 to 2003. He was the leader of the taxable fixed income team from 1998 to 2000 and a portfolio manager on that team from 1995 to 1997. From 1991 to 1995 he was a mortgage backed securities analyst at Merrill Lynch and Donaldson, Lufkin & Jenrette. A CFA charterholder and a Certified Public Accountant, Michael received a B.S. degree from George Washington University and an M.B.A. from the University of Chicago.
Matt Scullen
Portfolio Manager since 12/31/2021
Mr. Scullen joined Ancora in 2012 as an Analyst and now serves as a Portfolio Manager for the firm’s Micro Cap strategy and mutual fund (ANCIX). Additionally, he manages portfolios for the firm’s Family Wealth clients. Prior to joining Ancora, Matt worked at Wall Street Money Managers, Inc.
Matt earned a Bachelor of Arts degree in Economics from The Ohio State University. He holds the Chartered Financial Analyst® designation, and has served in a number of different roles on the Board of Directors for CFA Society Cleveland.