Rick Renner
Fondateur chez Ancora Family Wealth Advisors LLC
Postes actifs de Rick Renner
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Fondateur | 01/01/2003 | - |
Gestionnaire de Portefeuille-Actions | 01/01/2022 | - | |
President | 01/01/2003 | 01/01/2022 | |
First Tee-Cleveland
First Tee-Cleveland Services to the Health IndustryHealth Services First Tee of Cleveland operates as an international youth development organization introducing the game of golf and its inherent values to young people. The company was founded by André Thornton in 1999 and is headquartered in Newburgh Heights, OH. | Directeur/Membre du Conseil | - | - |
Historique de carrière de Rick Renner
Anciens postes connus de Rick Renner
Sociétés | Poste | Début | Fin |
---|---|---|---|
Beaumont School
Beaumont School Miscellaneous Commercial ServicesCommercial Services Beaumont School operates as a school for girls. The firm also offers athletic teams including soccer, cross country, basketball, lacrosse, swimming, volleyball, tennis, softball, track and golf. The company was founded on September 9, 1850 and is headquartered in Cleveland Heights, OH. | Corporate Officer/Principal | - | - |
Alex. Brown & Sons, Inc. | Corporate Officer/Principal | 01/01/1986 | - |
Formation de Rick Renner
Bucknell University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Corporate Officer/Principal | 2 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Commercial Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
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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 |
Alex. Brown & Sons, Inc. | Finance |
Beaumont School
Beaumont School Miscellaneous Commercial ServicesCommercial Services Beaumont School operates as a school for girls. The firm also offers athletic teams including soccer, cross country, basketball, lacrosse, swimming, volleyball, tennis, softball, track and golf. The company was founded on September 9, 1850 and is headquartered in Cleveland Heights, OH. | Commercial Services |
First Tee-Cleveland
First Tee-Cleveland Services to the Health IndustryHealth Services First Tee of Cleveland operates as an international youth development organization introducing the game of golf and its inherent values to young people. The company was founded by André Thornton in 1999 and is headquartered in Newburgh Heights, OH. | Health Services |
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