Ancora Holdings Group

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

Attract top talent, safeguard business assets, build financial strength—There are a myriad of considerations for a business owner beyond the act of running a business. Level up with a partner who understands the value of taking ownership—Ancora is here to provide key corporate solutions to help optimize and fortify your organization for years to come. Invest in your Business’ Future: https://bit.ly/4k0vYcO.

United Steelworkers (USW) President David McCall tells Bloomberg's Joseph Deaux that Ancora Alternatives' slate’s CEO candidate Alan Kestenbaum is a “much better choice” for United States Steel Corporation than current CEO Dave Burritt and Nippon Steel Corporation. Read more: https://lnkd.in/dQiThSFN More important information here: https://lnkd.in/duPtWk6q

Ancora's Chairman & CEO Fred DiSanto has a new featured column in Smart Business Network magazine. Fred shares some insights from his many years of experience in entrepreneurial endeavors. Read here: https://lnkd.in/gfuJ-3zJ

Retirement planning is an ongoing process, and legislation can impact how you prepare for the future. The recently enacted Social Security Fairness Act signifies a major shift for certain groups. Our SVP of Financial Planning, Stephen Forlani, JD, provides key insights and information on who's impacted, and the implications and recommendations for current and soon-to-be retirees. Get all the information here: https://bit.ly/4hqoI8o.