Perfil
Joe M.
Spidalieri worked as a Principal at American Express Co. He then served as the Head Trader & Portfolio Accountant at Ancora Advisors LLC from 2003 to 2012.
Following that, he became the Chief Operating Officer at Ancora Holdings, Inc. In 2003, he joined Ancora Holdings Group LLC as the Chief Operating Officer, a position he held until 2024.
Mr. Spidalieri obtained his undergraduate degree from the University of Miami.
Antiguos cargos conocidos de Joe M. Spidalieri.
Empresas | Cargo | Fin |
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Ancora Holdings, Inc.
Ancora Holdings, Inc. Investment ManagersFinance Ancora Holdings, Inc. provides investment management services. The company was founded by Richard Barone in 2001 and is headquartered in Cleveland, OH. | Director de Operaciones | 05/04/2024 |
Ancora Holdings Group LLC
Ancora Holdings Group LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Ancora Holdings Group LLC is a financial services company that offers family wealth advisory, retirement plan management, and investment management services for families, businesses, and institutions. The company is based in Cleveland, OH. Ancora's dedicated team of financial advisors creates tailored financial solutions through a systematic process and develops specific approaches and strategies to deliver peace of mind for clients and their families. The company offers investment planning, estate planning, lifetime planning, insurance consulting, guidance for family members, and retirement and tax planning. Ancora targets large-cap stocks with attractive and sustainable dividends and the potential for attractive dividend growth. The company was founded in 2003. Frederick David DiSanto has been the CEO of the company since 2014. | Director de Operaciones | 05/04/2024 |
AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | - |
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. | Oficial de Cumplimiento | - |
Formación de Joe M. Spidalieri.
University of Miami | Undergraduate Degree |
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Empresas cotizadas | 1 |
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AMERICAN EXPRESS COMPANY | Finance |
Empresas privadas | 3 |
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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 Holdings, Inc.
Ancora Holdings, Inc. Investment ManagersFinance Ancora Holdings, Inc. provides investment management services. The company was founded by Richard Barone in 2001 and is headquartered in Cleveland, OH. | Finance |
Ancora Holdings Group LLC
Ancora Holdings Group LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Ancora Holdings Group LLC is a financial services company that offers family wealth advisory, retirement plan management, and investment management services for families, businesses, and institutions. The company is based in Cleveland, OH. Ancora's dedicated team of financial advisors creates tailored financial solutions through a systematic process and develops specific approaches and strategies to deliver peace of mind for clients and their families. The company offers investment planning, estate planning, lifetime planning, insurance consulting, guidance for family members, and retirement and tax planning. Ancora targets large-cap stocks with attractive and sustainable dividends and the potential for attractive dividend growth. The company was founded in 2003. Frederick David DiSanto has been the CEO of the company since 2014. | Finance |
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