Jim Bernard
Portfolio Manager-Fixed Income presso Ancora Advisors LLC
Provenienza dei contatti di primo grado di Jim Bernard
Entità | Tipo di entità | Settore Industriale | |
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Ancora Advisors LLC
Ancora Advisors LLC Investment ManagersFinance Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers.
28
| Subsidiary | Investment Managers | 28 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jim Bernard tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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AMPCO-PITTSBURGH CORPORATION | Steel | Director/Board Member | |
THE EASTERN COMPANY | Tools & Hardware | Director/Board Member | |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
McDonald & Co. Investments, Inc.
McDonald & Co. Investments, Inc. Investment Banks/BrokersFinance Part of KeyCorp, McDonald & Co. Investments, Inc. is a company that provides investment advisory, investment banking, and brokerage services. The company is based in Cleveland, OH. McDonald & Co. Investments was acquired by KeyCorp on October 26, 1998 for $584.77 million. | Investment Banks/Brokers | Corporate Officer/Principal | |
AirNet Systems, Inc.
AirNet Systems, Inc. Air Freight/CouriersTransportation AirNet Systems, Inc. provides transportation solutions for scheduled and on-demand cargo charter services. It is engaged in provision of express cargo charter services and small package shipping services. The firm provides cargo charter, scheduled package delivery, airnet express, and aircraft maintenance and also offers services which include scheduled and demand charters and coast to coast delivery. The company was founded in 1974 and is headquartered in Columbus, OH. | Air Freight/Couriers | Director/Board Member | |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
REGIONAL BRANDS INC. | Wholesale Distributors | Chief Executive Officer Director/Board Member Director/Board Member | |
AVANTAX, INC. | Packaged Software | Director/Board Member | |
Shaker Investments LLC
Shaker Investments LLC Investment ManagersFinance Shaker Investments LLC is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 1991 by Edward Hemmelgarn and provides advisory services to individual and institutional investors. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Fixed Income | |
First Fiduciary Investment Counsel, Inc.
First Fiduciary Investment Counsel, Inc. Investment ManagersFinance First Fiduciary Investment Counsel, Inc. (First Fiduciary) is an independent registered investment advisor headquartered in Cleveland, Ohio. Founded in 1975, First Fiduciary provides discretionary investment management to individuals, non-profits, public funds, retirement plans, trusts, estates, ESOPs, business entities and others. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Jones Lang LaSalle Americas, Inc.
Jones Lang LaSalle Americas, Inc. Financial ConglomeratesFinance Jones Lang LaSalle Americas, Inc. provides real estate investment and management services. It specializes in commercial real estate services and investment management. The company was founded in 1783 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
The Ancora Group, Inc.
The Ancora Group, Inc. Financial ConglomeratesFinance The Ancora Group, Inc. operates as an investment advisory firm. It focuses on asset allocation, equities, fixed income, and alternative strategies. The company was founded by Richard Anthony Barone in 2001 and is headquartered in Cleveland, OH. | Financial Conglomerates | Chief Executive Officer | |
Digital Global Systems, Inc.
Digital Global Systems, Inc. Information Technology ServicesTechnology Services Digital Global Systems, Inc. designs and manages service spectrum monitoring platform. It offers spectrum monitoring and management, interference mitigation, and critical asset protection services. The company was founded in 2013 and is headquartered in Beltsville, MD. | Information Technology Services | Director/Board Member | |
Intellinex LLC
Intellinex LLC Internet Software/ServicesTechnology Services Intellinex LLC provides e-Learning solutions for workers, companies, government and educational institutions. It offers learning solutions to achieve targeted business results such as sales force optimization, accelerating strategy implementation, reducing training costs and improving employee development. The firm serves Cisco Systems, Canon USA, Johnson & Johnson, Pharmacia and Turner Construction Company. The company was founded on October 10, 2000 and is headquartered in Columbus, OH. | Internet Software/Services | Corporate Officer/Principal | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Director/Board Member | |
Cleveland State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Hiram College | College/University | Undergraduate Degree | |
John Carroll University | College/University | Director/Board Member Undergraduate Degree | |
Kenyon College | College/University | Undergraduate Degree | |
Millennium Partners LLC (New York)
Millennium Partners LLC (New York) Real Estate Investment TrustsFinance Millennium Partners LLC develops mixed-use properties which includes hotels, condominiums, entertainment and fitness facilities. The company was founded by Christopher M. Jeffries, Philip E. Aarons and Philip H. Lovett in 1991 and is headquartered in New York, NY. | Real Estate Investment Trusts | Corporate Officer/Principal | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Thinsolutions LLC
Thinsolutions LLC Information Technology ServicesTechnology Services Thinsolutions LLC provides information technology services. Its services include consulting, systems integration, technology development and Internet hosting. The company was founded in 1997 and is headquartered in Cleveland, OH. | Information Technology Services | Director/Board Member | |
Wilfrid Laurier University | College/University | Undergraduate Degree | |
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. | Investment Managers | Director/Board Member Chief Investment Officer Chief Executive Officer | |
Greater Cleveland Sports Commission
Greater Cleveland Sports Commission Movies/EntertainmentConsumer Services Greater Cleveland Sports Commission is a non-profit organization governed by a group of trustees representing private, public and non-profit institutions. It offers an array of services and assistance including sponsorship, event management, marketing, graphic design, merchandising, media relations, facility and site selection, volunteer recruitment and management, and fundraising. The organization was founded in 2000 and is headquartered in Cleveland, OH. | Movies/Entertainment | Director/Board Member | |
Boys Hope Girls Hope | Director/Board Member | ||
St. Ignatius High School
St. Ignatius High School Other Consumer ServicesConsumer Services St. Ignatius High School operates as a a college-preparatory school. It also offers programs for education and athletics. The company was founded in 1886 and is headquartered in Cleveland, OH. | Other Consumer Services | Corporate Officer/Principal | |
W.F. Hann & Sons
W.F. Hann & Sons Engineering & ConstructionIndustrial Services W.F. Hann & Sons provides heating, cooling, plumbing, and electrical services for home and business owners in Warrensville Heights. It serves residential and commercial customers in Cleveland and throughout Cuyahoga, Lake, Geauga, Lorain, Medina and Summit Counties. The company was founded in 1907 and is headquartered in Warrensville Heights, OH. | Engineering & Construction | Director/Board Member | |
ALITHYA GROUP INC. | Information Technology Services | Director/Board Member | |
Ancora Holdings, Inc.
Ancora Holdings, Inc. Investment ManagersFinance Ancora Holdings, Inc. provides investment management services. The company was founded by Richard Barone in 2001 and is headquartered in Cleveland, OH. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer | |
Greater Cleveland Film Commission | Chairman | ||
Station Check LLC
Station Check LLC Packaged SoftwareTechnology Services Station Check LLC provides asset management, workflow and checklist software. It offers cloud-based software services that allow fire departments to move paper-based checks onto mobile devices and electronically store the data. It automates vehicle, equipment, inventory and credential checks done every day by first responders. The company was founded by Tony Crisalli and Marling Engle in 2010 and is headquartered in Cleveland, OH. | Packaged Software | Director/Board Member | |
Ancora Alternatives LLC
Ancora Alternatives LLC Investment ManagersFinance Ancora Alternatives LLC (Ancora) is a registered investment adviser and hedge fund manager headquartered in Cleveland, Ohio. The firm is a subsidiary of Ancora Holdings Group LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora provides investment advisor services for high net worth or institutional investors and, other Registered Investment Advisers or family offices. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
Gelfand Partners Asset Management | Corporate Officer/Principal | ||
Ancora Holdings Group LLC
Ancora Holdings Group LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Ancora Holdings Group LLC is a financial services company that offers family wealth advisory, retirement plan management, and investment management services for families, businesses, and institutions. The company is based in Cleveland, OH. Ancora's dedicated team of financial advisors creates tailored financial solutions through a systematic process and develops specific approaches and strategies to deliver peace of mind for clients and their families. The company offers investment planning, estate planning, lifetime planning, insurance consulting, guidance for family members, and retirement and tax planning. Ancora targets large-cap stocks with attractive and sustainable dividends and the potential for attractive dividend growth. The company was founded in 2003. Frederick David DiSanto has been the CEO of the company since 2014. | Investment Managers | Chief Executive Officer | |
Netnowledge, Inc.
Netnowledge, Inc. Information Technology ServicesTechnology Services Netnowledge, Inc. provides IT services. The private company is based in Cleveland, OH. | Information Technology Services | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 47 |
Canada | 4 |
Regno Unito | 2 |
Settori
Finance | 22 |
Consumer Services | 12 |
Technology Services | 10 |
Distribution Services | 3 |
Non-Energy Minerals | 2 |
Posizioni
Corporate Officer/Principal | 63 |
Director/Board Member | 45 |
Undergraduate Degree | 24 |
Portfolio Manager-Equities | 24 |
Independent Dir/Board Member | 15 |
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