Paul McCormack Email & Phone Number
Managing Director at Ancora Holdings Group @ Ancora Holdings Group
Paul McCormack Location
Chagrin Falls, OH, US
Paul McCormack Work
- 2024 - now Managing Director at Ancora Holdings Group @ Ancora Holdings Group
- 2016 - 2024 Director @ Ancora Holdings Group
- 2010 - 2024 Senior Vice President @ Ancora Holdings Group
- 2010 - 2016 Senior Vice President - Wealth Advisory Services @ Inverness Holdings LLC
- 2004 - 2009 Vice President - Investments @ UBS Group AG
- 2001 - 2004 Financial Planner @ Sagemark Consulting, Private Wealth Services
- 1994 - 2001 Senior Manager @ EY
- 1993 - 1994 New Business Development @ Cablevision
- 1988 - 1992 Associate @ TM Capital Corp.
Paul McCormack Education
- College for Financial Planning
AAMS (Asset Management)
2008 - 2008 - College for Financial Planning
CFP (Financial Planning and Services)
2004 - 2006 - Columbia Business School
MBA (Finance, Management)
1992 - 1993
- Middlebury College
BA (Economics and Pre-Med)
1984 - 1988 - Choate Rosemary Hall1984 - 1984
- Horace Greeley HS1981 - 1983
Paul McCormack Skills
- Alternative Investments
- Equities
- Portfolio Management
- Strategic Financial Planning
- Investment Strategies
- Investments
- Risk Management
- Managed Futures
- Retirement
- Investment Advisory
Paul McCormack Summary
Paul McCormack, based in Chagrin Falls, OH, US, is currently a Managing Director at Ancora Holdings Group at Ancora Holdings Group. Paul McCormack brings experience from previous roles at Ancora Holdings Group, Inverness Investment Group and UBS Wealth Management. Paul McCormack holds a 2008 - 2008 AAMS in Asset Management @ College for Financial Planning. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Strategic Financial Planning, Investment Strategies and more. Paul McCormack has 2 emails and 1 mobile phone numbers on RocketReach.
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Paul McCormack
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Top Ancora Holdings Group Employees
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Fred Disanto
Chairman and CEO at Ancora Holdings Group
Beachwood, OH, US15 -
James Chadwick
President, Alternatives at Ancora Holdings Group
Beachwood, OH, US45+ -
22
-
Richard Renner
President, Family Wealth at Ancora Holdings Group
Cleveland, OH, US23 -
Dan Hyland
Managing Director at Ancora Holdings Group
Gates Mills, OH, US35+ -
Kevin O'Brien
Managing Director at Ancora Holdings Group
Westlake, OH, US15 -
Larry Joseph
Managing Director at Ancora Holdings Group
Cleveland, OH, US25 -
Kevin Gale
Managing Director, Head of Fixed Income at Ancora Holdings Group
Strongsville, OH, US13 -
Cindy Flynn
Chief Experience Officer at Ancora Holdings Group
Cleveland, OH, US35+ -
Kevin Neitzel
Managing Director, Property and Casualty at Ancora Holdings Group
Rocky River, OH, US25+ -
Brad Zucker
Chief Administrative Officer at Ancora Holdings Group
Beachwood, OH, US22 -
Jeffrey van Fossen
Managing Director at Ancora Holdings Group
Cleveland, OH, US12 -
Elin Young
Chief Risk Officer at Ancora Holdings Group
Cleveland, OH, US14 -
45+ -
Connor MacKovjak
Senior Vice President at Ancora Holdings Group
Cleveland, OH, US33
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