Jeff van Fossen
Portfolio Manager-Equities at Ancora Family Wealth Advisors LLC
Network origin in Jeff van Fossen first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
6
| Subsidiary | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeff van Fossen via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Ancora Advisors LLC
Ancora Advisors LLC Investment ManagersFinance Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer Chief Executive Officer | |
John Carroll University | College/University | Director/Board Member Masters Business Admin | |
Ancora Alternatives LLC
Ancora Alternatives LLC Investment ManagersFinance Ancora Alternatives LLC (Ancora) is a registered investment adviser and hedge fund manager headquartered in Cleveland, Ohio. The firm is a subsidiary of Ancora Holdings Group LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora provides investment advisor services for high net worth or institutional investors and, other Registered Investment Advisers or family offices. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
Netnowledge, Inc.
Netnowledge, Inc. Information Technology ServicesTechnology Services Netnowledge, Inc. provides IT services. The private company is based in Cleveland, OH. | Information Technology Services | Director/Board Member | |
REGIONAL BRANDS INC. | Wholesale Distributors | Director/Board Member | |
The Ancora Group, Inc.
The Ancora Group, Inc. Financial ConglomeratesFinance The Ancora Group, Inc. operates as an investment advisory firm. It focuses on asset allocation, equities, fixed income, and alternative strategies. The company was founded by Richard Anthony Barone in 2001 and is headquartered in Cleveland, OH. | Financial Conglomerates | Chief Executive Officer | |
Thinsolutions LLC
Thinsolutions LLC Information Technology ServicesTechnology Services Thinsolutions LLC provides information technology services. Its services include consulting, systems integration, technology development and Internet hosting. The company was founded in 1997 and is headquartered in Cleveland, OH. | Information Technology Services | Director/Board Member | |
Greater Cleveland Sports Commission
Greater Cleveland Sports Commission Movies/EntertainmentConsumer Services Greater Cleveland Sports Commission is a non-profit organization governed by a group of trustees representing private, public and non-profit institutions. It offers an array of services and assistance including sponsorship, event management, marketing, graphic design, merchandising, media relations, facility and site selection, volunteer recruitment and management, and fundraising. The organization was founded in 2000 and is headquartered in Cleveland, OH. | Movies/Entertainment | Director/Board Member | |
Boys Hope Girls Hope | Director/Board Member | ||
Digital Global Systems, Inc.
Digital Global Systems, Inc. Information Technology ServicesTechnology Services Digital Global Systems, Inc. designs and manages service spectrum monitoring platform. It offers spectrum monitoring and management, interference mitigation, and critical asset protection services. The company was founded in 2013 and is headquartered in Beltsville, MD. | Information Technology Services | Director/Board Member | |
Ancora Holdings, Inc.
Ancora Holdings, Inc. Investment ManagersFinance Ancora Holdings, Inc. provides investment management services. The company was founded by Richard Barone in 2001 and is headquartered in Cleveland, OH. | Investment Managers | Chief Executive Officer | |
Greater Cleveland Film Commission | Chairman | ||
St. Ignatius High School
St. Ignatius High School Other Consumer ServicesConsumer Services St. Ignatius High School operates as a a college-preparatory school. It also offers programs for education and athletics. The company was founded in 1886 and is headquartered in Cleveland, OH. | Other Consumer Services | Corporate Officer/Principal | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Director/Board Member | |
ALITHYA GROUP INC. | Information Technology Services | Director/Board Member | |
Station Check LLC
Station Check LLC Packaged SoftwareTechnology Services Station Check LLC provides asset management, workflow and checklist software. It offers cloud-based software services that allow fire departments to move paper-based checks onto mobile devices and electronically store the data. It automates vehicle, equipment, inventory and credential checks done every day by first responders. The company was founded by Tony Crisalli and Marling Engle in 2010 and is headquartered in Cleveland, OH. | Packaged Software | Director/Board Member | |
AVANTAX, INC. | Packaged Software | Director/Board Member | |
AMPCO-PITTSBURGH CORPORATION | Steel | Director/Board Member | |
Gelfand Partners Asset Management | Corporate Officer/Principal | ||
Ancora Holdings Group LLC
Ancora Holdings Group LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Ancora Holdings Group LLC is a financial services company that offers family wealth advisory, retirement plan management, and investment management services for families, businesses, and institutions. The company is based in Cleveland, OH. Ancora's dedicated team of financial advisors creates tailored financial solutions through a systematic process and develops specific approaches and strategies to deliver peace of mind for clients and their families. The company offers investment planning, estate planning, lifetime planning, insurance consulting, guidance for family members, and retirement and tax planning. Ancora targets large-cap stocks with attractive and sustainable dividends and the potential for attractive dividend growth. The company was founded in 2003. Frederick David DiSanto has been the CEO of the company since 2014. | Investment Managers | Chief Executive Officer | |
W.F. Hann & Sons
W.F. Hann & Sons Engineering & ConstructionIndustrial Services W.F. Hann & Sons provides heating, cooling, plumbing, and electrical services for home and business owners in Warrensville Heights. It serves residential and commercial customers in Cleveland and throughout Cuyahoga, Lake, Geauga, Lorain, Medina and Summit Counties. The company was founded in 1907 and is headquartered in Warrensville Heights, OH. | Engineering & Construction | Director/Board Member | |
THE EASTERN COMPANY | Tools & Hardware | Director/Board Member | |
First Tee-Cleveland
First Tee-Cleveland Services to the Health IndustryHealth Services First Tee of Cleveland operates as an international youth development organization introducing the game of golf and its inherent values to young people. The company was founded by André Thornton in 1999 and is headquartered in Newburgh Heights, OH. | Services to the Health Industry | Director/Board Member | |
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Portfolio Manager-Equities | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
The Johns Hopkins University | College/University | Masters Business Admin | |
Bucknell University | College/University | Undergraduate Degree | |
Beaumont School
Beaumont School Miscellaneous Commercial ServicesCommercial Services Beaumont School operates as a school for girls. The firm also offers athletic teams including soccer, cross country, basketball, lacrosse, swimming, volleyball, tennis, softball, track and golf. The company was founded on September 9, 1850 and is headquartered in Cleveland Heights, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
George Washington University | College/University | Undergraduate Degree | |
University of Akron
University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Undergraduate Degree | |
Denison University | College/University | Undergraduate Degree | |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal | |
MCM Capital Partners
MCM Capital Partners Investment ManagersFinance MCM Capital Partners (MCM Capital) is a private equity firm founded in 1992 by Joseph Callahan, Mark Mansour and Aaron Mixon. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Corporate Officer/Principal | |
Weatherhead School of Management | College/University | Masters Business Admin | |
Medical Mutual of Ohio
Medical Mutual of Ohio Life/Health InsuranceFinance Medical Mutual of Ohio engages in the provision of health insurance services. The firm offers individual and family health plans, medicare supplement insurance and a range of employer-provided group health insurance plans for employers and employees. It also provides dental, workers compensation plans, life insurance, and third-party administration services. The company was founded in 1934 and is headquartered in Cleveland, OH. | Life/Health Insurance | Director/Board Member |
Statistics
International
United States | 50 |
Canada | 2 |
Sectoral
Finance | 21 |
Consumer Services | 13 |
Technology Services | 8 |
Distribution Services | 3 |
Commercial Services | 3 |
Operational
Director/Board Member | 25 |
Corporate Officer/Principal | 12 |
Portfolio Manager-Equities | 8 |
Chairman | 8 |
Chief Executive Officer | 7 |
Most connected contacts
Insiders | |
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Fred DiSanto | 36 |
Michael Enrico Santelli | 7 |
John Pewters Micklitsch | 7 |
Rick Renner | 5 |
Bob Renner | 4 |
Tom Kennedy | 4 |
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