Rick Renner
Founder at Ancora Family Wealth Advisors LLC
Rick Renner active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Portfolio Manager-Equities | 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. | Director/Board Member | - | - |
Career history of Rick Renner
Former positions of Rick Renner
| Companies | Position | Start | 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 | 01/01/1986 | - |
Training of Rick Renner
| Bucknell University | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Corporate Officer/Principal | 2 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
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