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Jim Bernard
Portfolio Manager-Fixed Income at Ancora Advisors LLC
Jim Bernard active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Fixed Income | 2006-04-30 | - |
Career history of Jim Bernard
Former positions of Jim Bernard
Companies | Position | Start | End |
---|---|---|---|
MUTUALFIRST FINANCIAL, INC. | Director/Board Member | 2018-05-03 | - |
Independent Dir/Board Member | 2018-05-03 | - | |
MutualBank (Muncie, Indiana)
![]() MutualBank (Muncie, Indiana) Savings BanksFinance MutualBank (Muncie, Indiana) operates as federally chartered savings institution and provides investment management services. The company is headquartered in Muncie, IN. | Director/Board Member | - | - |
Maxus Investment Group | Corporate Officer/Principal | - | - |
Training of Jim Bernard
Xavier University | Undergraduate Degree |
Ball State University (Indiana) | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Director/Board Member | 2 |
Portfolio Manager-Fixed Income | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
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. | Finance |
Maxus Investment Group | Finance |
MutualFirst Financial, Inc.
![]() MutualFirst Financial, Inc. Regional BanksFinance MutualFirst Financial, Inc. operates as a bank holding company, which provides financial products and services. It engages in accepting retail deposits from the general public and investing those funds primarily in loans. The company also provides one-to four-family residential mortgage loans, multi-family and commercial real estate loans, construction and development loans, commercial business loans, and consumer loans, including home equity and lines of credit, home improvement, auto, boat, and recreational vehicle loans, as well as loans secured by savings deposits, and credit card and unsecured loans. It also provides investment money management and trust services to its customers. MutualFirst Financial was founded in 1889 and is headquartered in Muncie, IN. | Finance |
MutualBank (Muncie, Indiana)
![]() MutualBank (Muncie, Indiana) Savings BanksFinance MutualBank (Muncie, Indiana) operates as federally chartered savings institution and provides investment management services. The company is headquartered in Muncie, IN. | Finance |
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