Ancora Advisors LLC

Ancora delivers personalized services in private wealth, asset management, insurance, and retirement plans with a client-focused approach. Viewing clients as family, the firm provides access to sophisticated financial strategies tailored to individuals, families, institutions, non-profits, and businesses. Ancora’s holistic investment and planning solutions are designed to align with client objectives, support their legacy, and help them achieve more in life.

John Micklitsch, CFA, CAIA

John Micklitsch joined Ancora in 2006 and serves as President and Chief Investment Officer, managing multi-asset class accounts for high-net-worth and institutional clients. Previously, he led the small-cap value strategy at Allegiant Asset Management, overseeing over $1 billion in assets. He also held roles at Fifth Third Asset Management, managing small and micro-cap stocks, and at Robert E. Torray & Company, where he was an analyst and head trader for a $5 billion large-cap value strategy. John holds a B.A. from Duke University, an MBA from Johns Hopkins University, and the CFA® and CAIA designations. He serves on the boards of Biltmore Trust and Baldwin Wallace University and sits on the investment committees of United Way of Greater Cleveland and Bluecoats Inc.

David Sowerby

David Sowerby joined Ancora in 2017 and serves on the Executive Committee, managing individual and institutional accounts and co-managing the firm’s Dividend Value Equity strategy and mutual fund. Previously, he was a Portfolio Manager at Loomis, Sayles & Company, working on asset allocation strategies and multi-product portfolios. Earlier roles include Senior Portfolio Manager at Beacon Investment Management and Economist at Comerica Bank. David is an Investment Committee Member for the City of Detroit General Employee’s Retirement System and a Director for the State of Michigan Chamber of Commerce. He has chaired investment committees for Michigan’s $60B pension fund and Beaumont Hospitals. A frequent guest on Bloomberg and investment conferences, David holds a B.A. and M.A. in Economics from Wayne State University, where he received the Distinguished Corporate Citizen Award in 2002 and 2007. He is a CFA® charterholder and FINRA registered representative.

Letters

Middlefield Banc Corp - 18-Apr-2022 | 8-Aug-2019 | 10-Nov-2021

Forward Air Corp - 10-Feb-2021 | 16-Feb-2021 | 18-Feb-2021

Green Plains Inc - 18-Jan-2022 | 31-Jan-2023

Companies with fund stakes involved in activist actions such as 13D filing(s) or proxy campaign(s).