Profil
Mr. Michael E.
Santelli, CFA MBA, is a Co-Chief Investment Officer at Ancora Advisors LLC and a Managing Director & Portfolio Manager at Ancora Private Wealth Advisors LLC.
He is on the Board of Directors at Ancora Family Wealth Advisors LLC.
He brings depth of experience as a portfolio manager with a focus on finding undervalued companies.
Before joining Ancora in 2014, Mr. Santelli spent 18 years at PNC Financial Services Group in their institutional investment management unit.
His first five years was spent on the fixed income side of the business where he served as leader of the taxable fixed income team.
He spent the next 13 on the equity side of the business where he lead the fundamental value team.
Before managing money, he spent four years in fixed income research on Wall Street in the structured products groups at Merrill Lynch and Donaldson, Lufkin & Jenrette.
Mr. Santelli earned a Bachelor of Accountancy degree from The George Washington University and a Master of Business Administration degree in Finance from the University of Chicago, Booth School of Business.
He also holds the CFA designation and is a member of the CFA Society Cleveland.
Postes actifs de Michael Santelli
| Sociétés | Poste | Début |
|---|---|---|
Ancora Family Wealth Advisors LLC
Ancora Family Wealth Advisors LLC Investment ManagersFinance Ancora generally creates portfolios to meet each client’s particular investment goals. Portfolios may consist of a combination of individual stocks, individual bonds, mutual funds, ETFs, and other fixed income securities. The firm’s equity investment methodology uses a combination of fundamental research and technical security analysis to identify individual securities that are likely to generate superior returns over time while minimizing risk of loss. They employ top-down analysis and emphasize downside protection in its security selection. AFWA analyzes and invests in fixed income securities based on the current interest rate, economic, and inflationary environment of the markets. | Directeur/Membre du Conseil | 01/02/2014 |
Ancora Advisors LLC
Ancora Advisors LLC Investment ManagersFinance Ancora Advisors aims to preserve and grow their clients’ capital and seeks to invest in companies that are trading at a significant discount to their liquidation or going-concern value. The firm works to understand catalysts that will unlock the value of the target company’s assets, although the firm may also buy based on a company being too cheap to ignore. Ancora Advisors is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Directeur en chef des Investissements | 01/01/2026 |
Anciens postes connus de Michael Santelli
| Sociétés | Poste | Fin |
|---|---|---|
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PCA believes its disciplined, risk-focused approach helps enable consistent client outcomes while allowing for flexibility across mandates to address client-specific objectives. The three key components of their approach to asset management are: (1) client-centered orientation, (2) risk focus, and an (3) integrated team approach. They also provide custom fixed income management capabilities, based upon a client’s specific investment policies, permissible investments, and other portfolio management parameters. | Gestionnaire de Portefeuille-Actions | - |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Donaldson, Lufkin & Jenrette Securities Corp.
Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Corporate Officer/Principal | - |
Formation de Michael Santelli
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Donaldson, Lufkin & Jenrette Securities Corp.
Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Finance |
George Washington University
George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ancora Advisors LLC
Ancora Advisors LLC Investment ManagersFinance Ancora Advisors aims to preserve and grow their clients’ capital and seeks to invest in companies that are trading at a significant discount to their liquidation or going-concern value. The firm works to understand catalysts that will unlock the value of the target company’s assets, although the firm may also buy based on a company being too cheap to ignore. Ancora Advisors is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Finance |
Ancora Family Wealth Advisors LLC
Ancora Family Wealth Advisors LLC Investment ManagersFinance Ancora generally creates portfolios to meet each client’s particular investment goals. Portfolios may consist of a combination of individual stocks, individual bonds, mutual funds, ETFs, and other fixed income securities. The firm’s equity investment methodology uses a combination of fundamental research and technical security analysis to identify individual securities that are likely to generate superior returns over time while minimizing risk of loss. They employ top-down analysis and emphasize downside protection in its security selection. AFWA analyzes and invests in fixed income securities based on the current interest rate, economic, and inflationary environment of the markets. | Finance |
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PCA believes its disciplined, risk-focused approach helps enable consistent client outcomes while allowing for flexibility across mandates to address client-specific objectives. The three key components of their approach to asset management are: (1) client-centered orientation, (2) risk focus, and an (3) integrated team approach. They also provide custom fixed income management capabilities, based upon a client’s specific investment policies, permissible investments, and other portfolio management parameters. | Finance |
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
















