Ancora Holdings Group

Without a private wealth roadmap, you risk missing growth opportunities and leaving your wealth unprotected. Follow this 5-step framework to strategically plan, grow, and protect your assets—so you can build lasting financial success and thrive. Start today: https://bit.ly/4i6Oq26 #WealthManagement #Investing

We are happy to share that our Retirement Plans team has once again made the National Association of Plan Advisors Top DC Advisor Teams list for 2025. Congratulations to our fellow honorees! https://lnkd.in/eQ6hU4d8

Today, Ancora reiterated its call for United States Steel Corporation Board of Directors to delay the 2025 Annual Meeting until stakeholders can gain much-needed clarity pertaining to the blocked sale to Nippon Steel Corporation. We encourage fellow stakeholders to share their independent views about the impact of U.S. Steel holding its Annual Meeting prior to more information coming to light about the blocked transaction and leadership’s plans. View our statement: https://bit.ly/428KeZX More important information here: https://lnkd.in/duPtWk6q

Join us in congratulating Michael Rayfield, CFA, CFP? on his recent promotion to Senior Vice President, Investment Advisor!

At Ancora, we believe protecting assets is key to wealth preservation—and even growth. From your home to auto to life, we work with top carriers capable of implementing tailored plans that effectively safeguard?what you have worked so hard to achieve. Secure it all with Ancora: https://bit.ly/43ncuJp.

We are happy to announce two promotions in our Alternatives group. Our congratulations go to Patrick Irvine, Managing Director of Business Development, and Paul Zickes, Vice President, Alternatives Analyst. https://lnkd.in/grg5M_iB

Today and every day, we celebrate our employees for the positive IMPACT they make on our clients, our business and each other. Our people, and the core values that drive them, make Ancora what it is. #employeeappreciationday

With over 20 years of experience, John Bartels leads Ancora’s Private Wealth division and serves as a 'Family CFO' for high-net-worth clients. From estate and retirement planning to tax compliance and legacy strategies, he provides tailored financial solutions to help clients build and preserve wealth for generations. Get to know the President of Private Wealth: https://bit.ly/4btlnD3. #WealthManagement #FamilyCFO #AncoraPrivateWealth

We are happy to announce the promotion of Nick Jacobs to Senior Vice President, Equity Analyst on our large cap value strategy team. https://lnkd.in/gTSCSnXM

We urge the United States Steel Corporation Board to immediately commit to delaying the 2025 Annual Meeting until there is clarity around the Company’s “Hail Mary” litigation on the blocked sale to Nippon Steel Corporation. Shareholders have an important decision to make and deserve to know the outcome of the litigation in order to make a fully informed decision. Read the letter: https://bit.ly/3QAgvmf More important information here: https://lnkd.in/duPtWk6q