Jeffrey Van Fossen, CFA

Managing Director at Ancora Holdings Group
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Contact Information
us****@****om
(386) 825-5501
Location
Cleveland, Ohio, United States, US

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Credentials

  • Chartered Financial Analyst Charterholder
    CFA Institute
    Sep, 1998
    - Nov, 2024
  • Admitted to the Ohio State Bar
    Ohio State Bar Association
    Jul, 1998
    - Nov, 2024

Experience

  • Ancora Holdings Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director
      • Jan 2016 - Present

  • Inverness Wealth Management
    • Cleveland
    • Managing Director
      • Apr 2007 - Jan 2016

      Senior Portfolio Manager at Inverness Wealth Management, a Cleveland based Registered Investment Advisor with over $1 billion under management. Senior Portfolio Manager at Inverness Wealth Management, a Cleveland based Registered Investment Advisor with over $1 billion under management.

  • KeyBank
    • United States
    • Banking
    • 700 & Above Employee
    • Vice President, Portfolio Manager
      • May 1988 - Jan 1999

      Portfolio Manager Portfolio Manager

  • Packer & Company Iinvestment Management
    • Perth, Western Australia, Australia
    • Investment Analyst
      • Jun 1996 - Jul 1997

      Securities Analyst and Portfolio Manager for family-held private asset management firm in Perth, Western Australia. Securities Analyst and Portfolio Manager for family-held private asset management firm in Perth, Western Australia.

Education

  • Case Western Reserve University School of Law
    Doctor of Law - JD
    1984 - 1987
  • Weatherhead School of Management at Case Western Reserve University
    Master of Business Administration - MBA, Finance
    1988 - 1989
  • University of Akron
    Bachelor of Science - BS, Business Administration
    1982 - 1984
  • The Ohio State University
    Pre-Veterinary Studies
    1980 - 1982

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