Tom Kennedy

Mr. Thomas J.
Kennedy is a Director & Portfolio Manager at Ancora Family Wealth Advisors LLC.
He is on the Board of Directors at Ancora Family Wealth Advisors LLC.
He joined Ancora in 2007 as a senior portfolio manager.
He manages customized portfolios for Family Wealth clients, corporations and not-for-profit organizations.
In 2016, he took on the role of co-portfolio manager for the firm’s High Dividend Equity strategy.
He also a member of Ancora’s Investment Committee and Model Portfolio Committee.
Prior to joining Ancora, he served as COO and portfolio manager for Independent Advisors.
He worked as a financial advisor registered principal and Certified Financial Manager at Merrill Lynch’s Private Client Group.
Mr. Kennedy began his industry career in 1996 at an estate planning firm and has many years of experience in strategic portfolio management and sophisticated wealth management.
He received a Bachelor of Science degree in Business Administration with a focus on Finance and a Master of Business Administration degree in Finance from John Carroll University.
He is a member of the CFA Institute and the CFA Society Cleveland.
He currently serves on the board of Circuit Technologies.