Ancora Holdings Group
Michael Santelli has extensive experience in portfolio management and investment advising. Michael served as a Director and Portfolio Manager at Ancora Holdings Group, where they specialized in providing tailored solutions for high net worth clients. Prior to that, they were the Co-Chief Investment Officer at Inverness Investment Group, focusing on advising high net worth families. Santelli also held positions at PNC Capital Advisors, LLC, where they were the Managing Director for Fundamental Value Equity and the Lead Manager for various portfolios. Michael began their career at Merrill Lynch and DLJ, working as a Mortgage Backed Securities Analyst. Santelli's expertise lies in fundamental value equity, fixed income, and mortgage-backed securities analysis.
Michael Santelli completed their Bachelor of Accountancy degree in the field of study of Accounting at The George Washington University from 1982 to 1986. Following that, they pursued an MBA with a focus on Finance at The University of Chicago Booth School of Business from 1989 to 1991. In addition to their formal education, Michael Santelli holds a certification as a Chartered Financial Analyst (CFA) from the CFA Institute. The specific month and year of obtaining this certification are not provided.
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Ancora Holdings Group
Ancora Holdings Inc. is a client focused investment management and family wealth advisory firm that operates with the highest level of integrity and honesty in all aspects of their business. This is accomplished through a culture of entrepreneurial spirit that encourages teamwork, excellence, accessibility, humility and accountability ineverything they do.