Bob Renner
Gestionnaire de Portefeuille-Actions chez Ancora Family Wealth Advisors LLC
Profil
Mr. Robert R.
Renner, CPA, is a Director of Operations at Ancora Family Wealth Advisors LLC.
He is closely involved with the day to day operations at the firm.
In addition, he has over 13 years of portfolio management experience working with families and businesses since joining Inverness in 2003.
Mr. Renner began his professional career with Deloitte & Touche in 1992.
He joined Brockman, Coats, Gedelian & Co. in 1994 and was a Manager in the Business & Assurance Services department, responsible for management of audit, review, and compilation engagements.
Mr. Renner earned a Bachelor of Science degree in Accounting from The University of Akron and a Bachelor of Arts degree in Economics from Denison University.
Postes actifs de Bob Renner
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2003 |
Anciens postes connus de Bob Renner
| Sociétés | Poste | Fin |
|---|---|---|
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Formation de Bob Renner
| University of Akron | Undergraduate Degree |
| Denison University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
