Jim Bernard
Portfolio Manager-Fixed Income at Ancora Advisors LLC
Profile
Mr. James M.
Bernard, CFA MBA, is a Managing Director of Fixed Income at Ancora Advisors LLC.
He is on the Board of Directors at MutualFirst Financial, Inc. and MutualBank (Muncie, Indiana).
He joined the firm as Director of Fixed Income and manages taxable and tax-exempt fixed income portfolios for various institutional and high net worth individual accounts.
In addition to portfolio management, he provides fixed income consulting services for various financial institutions.
He is a board member and former Chairman of the Board of Solutions Behavioral Healthcare Incorporated, a non-profit mental health, alcohol, and drug abuse consulting provider.
Prior to joining Ancora Advisors in 2006, Mr. Bernard managed fixed income portfolios as well as the Ohio Municipal Bond Fund and the Kentucky Municipal Common Trust Fund for Fifth Third Investment Advisors.
His prior experience include serving as Chief Investment Officer and Treasurer of a multi-line insurance organization in central Ohio.
He also managed funds for banks and trust companies in Indiana and Kansas City during his 30 years in the investment business.
He earned a Bachelor degree in Business Administration from Xavier University and an MBA from Ball State University.
He is a member of the CFA Institute and the Cleveland Society of Financial Analysts.
He is a registered representative holding Series 7 and Series 24 principal licenses.
Jim Bernard active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Fixed Income | 30/04/2006 |
Former positions of Jim Bernard
| Companies | Position | End |
|---|---|---|
| MUTUALFIRST FINANCIAL, INC. | Director/Board Member | - |
MutualBank (Muncie, Indiana)
 MutualBank (Muncie, Indiana) Savings BanksFinance MutualBank (Muncie, Indiana) operates as federally chartered savings institution and provides investment management services. The company is headquartered in Muncie, IN. | Director/Board Member | - |
| Maxus Investment Group | Corporate Officer/Principal | - |
Training of Jim Bernard
| Xavier University | Undergraduate Degree |
| Ball State University (Indiana) | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
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 |
| Maxus Investment Group | Finance |
MutualFirst Financial, Inc.
 MutualFirst Financial, Inc. Regional BanksFinance MutualFirst Financial, Inc. operates as a bank holding company, which provides financial products and services. It engages in accepting retail deposits from the general public and investing those funds primarily in loans. The company also provides one-to four-family residential mortgage loans, multi-family and commercial real estate loans, construction and development loans, commercial business loans, and consumer loans, including home equity and lines of credit, home improvement, auto, boat, and recreational vehicle loans, as well as loans secured by savings deposits, and credit card and unsecured loans. It also provides investment money management and trust services to its customers. MutualFirst Financial was founded in 1889 and is headquartered in Muncie, IN. | Finance |
MutualBank (Muncie, Indiana)
MutualBank (Muncie, Indiana) Savings BanksFinance MutualBank (Muncie, Indiana) operates as federally chartered savings institution and provides investment management services. The company is headquartered in Muncie, IN. | Finance |
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