Michael Enrico Santelli
Director/Board Member at Ancora Family Wealth Advisors LLC
Profile
Mr. Michael E.
Santelli, CFA MBA, is a Director & Portfolio Manager at Ancora Advisors LLC and a at Ancora Family Wealth Advisors LLC.
He is on the Board of Directors at Ancora Family Wealth Advisors LLC.
He brings depth of experience as a portfolio manager with a focus on finding undervalued companies.
Before joining Ancora in 2014, Mr. Santelli spent 18 years at PNC Financial Services Group in their institutional investment management unit.
His first five years was spent on the fixed income side of the business where he served as leader of the taxable fixed income team.
He spent the next 13 on the equity side of the business where he lead the fundamental value team.
Before managing money, he spent four years in fixed income research on Wall Street in the structured products groups at Merrill Lynch and Donaldson, Lufkin & Jenrette.
Mr. Santelli earned a Bachelor of Accountancy degree from The George Washington University and a Master of Business Administration degree in Finance from the University of Chicago, Booth School of Business.
He also holds the CFA designation and is a member of the CFA Society Cleveland.
Michael Enrico Santelli active positions
| Companies | Position | Start |
|---|---|---|
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. | Director/Board Member | 01/02/2014 |
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. | Portfolio Manager-Equities | 01/02/2014 |
Former positions of Michael Enrico Santelli
| Companies | Position | End |
|---|---|---|
PNC Capital Advisors LLC
 PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Portfolio Manager-Equities | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
| Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | - |
Training of Michael Enrico Santelli
| George Washington University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
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. | Finance |
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 |
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
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