Profilo
Prior to joining Inverness in 2003, Mr. Ost spent six years at Durrel Corporation managing financial and operational situations in a manufacturing environment.
Before Durrel, he spent three years in the Corporate Banking division of First Merit Bank.
He has extensive expertise in managing 401(k) Plans and manages the qualified plan business at Inverness.
Mr. Ost is a qualified retirement plans specialty.
He is a graduate of The Ohio State University, 1993.
And a graduate of Leadership Akron, Class XV.
He is President of the Revere Alumni Association.
He resides in Akron with wife and two sons.
Precedenti posizioni note di David A. Ost
Società | Posizione | Fine |
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Ancora Family Wealth Advisors LLC
Ancora Family Wealth Advisors LLC Investment ManagersFinance Ancora Family Wealth Advisors LLC (AFWA) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. Formerly known as Ancora Inverness LLC, the firm was founded by Rick Renner in 2003 as Inverness Investment Group LLC. They are wholly-owned by Inverness Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFWA specializes in customized portfolio management for individual investors, high net worth individuals, families, pensions and profit-sharing plans. | Gestore di Portafoglio-Azioni | 30/03/2010 |
Formazione di David A. Ost
The Ohio State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Ancora Family Wealth Advisors LLC
Ancora Family Wealth Advisors LLC Investment ManagersFinance Ancora Family Wealth Advisors LLC (AFWA) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. Formerly known as Ancora Inverness LLC, the firm was founded by Rick Renner in 2003 as Inverness Investment Group LLC. They are wholly-owned by Inverness Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFWA specializes in customized portfolio management for individual investors, high net worth individuals, families, pensions and profit-sharing plans. | Finance |
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