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Ancora Income Fund Class I (0P00005Z4A)
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6.940
-0.010
-0.14%
30/05 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 41.45M
Ancora Income Fund Class I
6.940
-0.010
-0.14%
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0P00005Z4A Overview
On this page you'll find an in-depth profile of Ancora Income Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P00005Z4A among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kevin Gale | - | 2020 | Now |
| Biography | Mr. Gale joined Ancora Advisors in 2019 as part of the firm’s Fixed Income Team. Mr. Gale leads the team managing the firm’s various fixed income strategies as well as the individual portfolios for institutional and high net worth accounts. Prior to joining Ancora Advisors, Mr. Gale worked in various positions with increasing responsibility at KeyBank since 2000. Mr. Gale has a Bachelor of Science degree in Family Financial Management from The Ohio State University, and a Master of Business Administration from Cleveland State University. | ||
| James M. Bernard | Managing Director, Fixed Income | 2020 | 2022 |
| Biography | James M. Bernard, CFA, joined Ancora in 2006 as Director of Fixed Income. Jim manages taxable and tax-exempt fixed income portfolios for various institutional and high net worth individual accounts. In addition to portfolio management, he provides fixed income consulting services for various financial institutions. Jim managed fixed income portfolios as well as the Ohio Municipal Bond Fund and the Kentucky Municipal Common Trust Fund for Fifth Third Investment Advisors prior to joining Ancora Advisors. His prior experience include serving as Chief Investment Officer and Treasurer of a multi-line insurance organization in central Ohio. He also managed funds for banks and trust companies in Indiana and Kansas City during his 30 years in the investment business. Jim earned a Bachelor degree in Business Administration from Xavier University and an MBA from Ball State University. He is a member of the CFA Institute and the Cleveland Society of Financial Analysts. He is a registered representative holding Series 7 and Series 24 (principal) licenses. He is a board member and former Chairman of the Board of Solutions Behavioral Healthcare Incorporated, a non-profit mental health, alcohol, and drug abuse consulting provider. | ||
| Richard A. Barone | Portfolio Manager | 2004 | 2020 |
| Biography | Richard A. Barone is, and has been since 2004, the portfolio manager. Barone serves as chairman of Ancora Advisors LLC. From 2001 to 2003, Mr. Barone served as portfolio manager of Fifth Third Bancorp’s asset management subsidiary, Fifth Third Investment Advisors. Prior to 2001, Mr. Barone was Chief Executive Officer of Maxus Investment Group, a financial services company, and was the portfolio manager. Barone became chairman of the Maxus Investment Group in 1973. Previously, he spent six years as vice president of J.N. Russell. Barone is also a financial principal with the National Association of Security Dealers. | ||
| Denis J. Amato | Director, Senior Vice President, co-Portfolio Manager | 2006 | 2011 |
| Biography | Denis J. Amato serves as a member of the Executive Committee of The Ancora Group Inc., which is the parent of the Advisor. From 2001 to 2005, Mr. Amato served as the Chief Investment Officer for the Northeast Ohio Region of Fifth Third Bank, managed both individual and institutional portfolios and was a portfolio manager for two mutual funds, including the Fifth Third MicroCap Value Fund. During the period from 1997 to 2001, Mr. Amato was the Chief Investment Officer and lead equity portfolio strategist with the Maxus Investment Group. While with Maxus, Denis J. Amato was the portfolio manager for the Maxus Ohio Heartland Fund. Mr. Amato was the Chief Investment Officer at Gelfand Partners beginning in 1991 until that organization merged with Maxus in 1997. | ||
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