Thomas Kennedy Email & Phone Number
Managing Director, Portfolio Manager @ Ancora Holdings Group
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Thomas Kennedy Location
- Avon Lake, OH, US
Thomas Kennedy Work
- 2024 -now Managing Director, Portfolio Manager @
- 2016 -2024 Director, Portfolio Manager @
- 2016 -2023 Institutional Portfolio Manager, Dividend Value Equity Strategy @
- 2017 -now Managing Member, Board Member @ Cleveland Tech Ventures, LLC
- 2014 -now Managing Member, Board Chair @ KT Ventures, LLC
- 2015 -2016 Visiting Professor @
- 2007 -2015 Senior Portfolio Manager @ Inverness Holdings LLC
- 2003 -2012 Managing Partner @ KenREM, LLC
- 2001 -2005 Financial Advisor, CFM @
Thomas Kennedy Education
- John Carroll University
Master of Business Administration (MBA) (Integrated Business Decisions)
2013-2015 - John Carroll University
BSBA (Finance)
1992-1996
Thomas Kennedy Skills
- Portfolio Management
- Investment Management
- Investments
- Management
- Finance
- Asset Allocation
- Alternative Investments
- Investment Strategies
- Asset Management
- Wealth Management
- Investment Advisory
- Strategic Financial Planning
- Retirement Planning
- Estate Planning
- Retirement
- Equities
- Series 7
- Hedge Funds
- Risk Management
- Securities
- Financial Advisory
- Series 63
- ETFs
- Fixed Income
- Bonds
- Wealth Management Services
- Options
- High Net Worth Individuals
- Private Equity
- Valuation
- Financial Services
- Financial Analysis
- Financial Modeling
- Capital Markets
- Trading
- Business Strategy
- Customer Service
- High Net Worth
- Strategic Financial
- Microsoft Excel
- Business Development
Thomas Kennedy Summary
- Thomas Kennedy, based in Avon Lake, OH, US, is currently a Managing Director, Portfolio Manager at Ancora Holdings Group. Thomas Kennedy brings experience from previous roles at Ancora Holdings Group, Cleveland Tech Ventures, LLC and KT Ventures, LLC. Thomas Kennedy holds a 2013 - 2015 Master of Business Administration (MBA) in Integrated Business Decisions @ John Carroll University. With a robust skill set that includes Portfolio Management, Investment Management, Investments, Management, Finance and more. Thomas Kennedy has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Ancora Holdings Group Employees
Paul McCormack
Managing Director at Ancora Holdings Group
Chagrin Falls, OH, US
Fred Disanto
Chairman and CEO
Beachwood, OH, US
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Richard Renner
President, Family Wealth
Cleveland, OH, US
Brian Spear
Managing Director Employee Benefits
Rocky River, OH, US
Brad Zucker
Chief Administrative Officer
Beachwood, OH, US
John Bartels
President Private Wealth
Cleveland, OH, US
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Cindy Flynn
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Jason Geers
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Sonia Mintun
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