Sonia Hosono Mintun
Analyst-Equity at Ancora Advisors LLC
Profile
Ms. Sonia H.
Mintun, CFA, is Managing Director & Portfolio Manager at Ancora Advisors LLC.
She joined the firm as Portfolio Manager.
She manages individual and institutional accounts and is responsible for the firms High Dividend Strategy.
She also provides research on large cap value and Family Wealth strategies.
Prior to joining Ancora Advisors in 2008, Ms. Mintun was a Vice President and portfolio manager for First Fiduciary Investment Counsel.
In addition to managing accounts and researching companies, she was the Chief Compliance Officer for the firm.
Prior to joining First Fiduciary in 2004, she was a portfolio manager and analyst for The Proper Analysis.
She served on the Board of Trustees for the Lehigh University Alumni Association and was the President of the Northern Ohio Lehigh Alumni Association.
She also served on the Leadership Committee at Hawken School.
She previously was a writer for Street Insights, a subsidiary of theStreet.com.
She began her career in 1983 working for Bernstein Macaulay in New York City as an Assistant Vice President and portfolio manager on their high grade and high yield fixed income products for six years.
During that time, she was the portfolio manager for a $200+ million closed end mutual bond fund.
In addition, she has worked as a portfolio manager and head trader for Westinghouse where she raised over $200 million through a collateralized debt obligation.
She earned a Bachelor of Science degree in Accounting & Finance from Lehigh University.
She also holds the CFA designation and is a member of the CFA Society of Cleveland.
Sonia Hosono Mintun active positions
Companies | Position | Start |
---|---|---|
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. | Analyst-Equity | 01/01/2008 |
Former positions of Sonia Hosono Mintun
Companies | Position | End |
---|---|---|
First Fiduciary Investment Counsel, Inc.
First Fiduciary Investment Counsel, Inc. Investment ManagersFinance First Fiduciary Investment Counsel, Inc. (First Fiduciary) is an independent registered investment advisor headquartered in Cleveland, Ohio. Founded in 1975, First Fiduciary provides discretionary investment management to individuals, non-profits, public funds, retirement plans, trusts, estates, ESOPs, business entities and others. | Portfolio Manager-Equities | 31/12/2007 |
Hawken School
Hawken School Other Consumer ServicesConsumer Services Hawken School operates day school. The company was founded in 1915 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | - |
The Proper Analysis Corp.
The Proper Analysis Corp. Investment ManagersFinance The Proper Analysis Corp. engages in the provision of investment advice. The company was founded in 1993 and is headquartered in Beachwood, OH. | Corporate Officer/Principal | - |
Westinghouse Credit Corp
Westinghouse Credit Corp Electrical ProductsProducer Manufacturing Part of Paramount Global, Westinghouse Credit Corp manufactures electrical equipment and nuclear power. The company is based in Pittsburgh, PA. | Corporate Officer/Principal | - |
Training of Sonia Hosono Mintun
Lehigh University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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First Fiduciary Investment Counsel, Inc.
First Fiduciary Investment Counsel, Inc. Investment ManagersFinance First Fiduciary Investment Counsel, Inc. (First Fiduciary) is an independent registered investment advisor headquartered in Cleveland, Ohio. Founded in 1975, First Fiduciary provides discretionary investment management to individuals, non-profits, public funds, retirement plans, trusts, estates, ESOPs, business entities and others. | 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 |
Westinghouse Credit Corp
Westinghouse Credit Corp Electrical ProductsProducer Manufacturing Part of Paramount Global, Westinghouse Credit Corp manufactures electrical equipment and nuclear power. The company is based in Pittsburgh, PA. | Producer Manufacturing |
Hawken School
Hawken School Other Consumer ServicesConsumer Services Hawken School operates day school. The company was founded in 1915 and is headquartered in Cleveland, OH. | Consumer Services |
The Proper Analysis Corp.
The Proper Analysis Corp. Investment ManagersFinance The Proper Analysis Corp. engages in the provision of investment advice. The company was founded in 1993 and is headquartered in Beachwood, OH. | Finance |
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