Rick Renner
Founder at Ancora Family Wealth Advisors LLC
Profile
Mr. Richard B.
Renner is a Managing Director & Portfolio Manager at Ancora Family Wealth Advisors LLC.
He is on the Board of Directors at First Tee of Cleveland.
He has advised affluent families for over thirty years.
He is also a member of Ancora’s Executive Committee.
He currently is on the Board of Trustees at Fieldstone Farms and their associated Therapeutic Riding Center Foundation where he serves as an active member on the investment committee.
His industry career began with Alex Brown & Sons in 1986.
As a better way to add value for families, he began Inverness Investment Group, a registered investment advisor (RIA) in 2002.
In 2015, Inverness merged with Ancora where he currently serves as President of the firm’s Family Wealth practice.
He has served on many boards the years.
He is also is the founder and still chairman of the investment committee for Beaumont School’s endowment fund.
He earned a Bachelor of Science degree in Business Administration from Bucknell University.
Rick Renner 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. | Founder | 01/01/2003 |
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. | Director/Board Member | - |
Former positions of Rick Renner
| Companies | Position | End |
|---|---|---|
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 | - |
Training of Rick Renner
| Bucknell University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
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 |
- Stock Market
- Insiders
- Rick Renner
