Dan Thelen
Portfolio Manager-Equities at Ancora Advisors LLC
Profile
Mr. Daniel G.
Thelen, CFA MBA, is Managing Director of Small & Mid Cap Equities at Ancora Advisors LLC.
He is responsible for the management of institutional client portfolios as well as expanding the asset base of firm’s Family of Mutual Funds.
Mr. Thelen began his career in the investment business in 1990 in Price Waterhouse’s Valuation Services Group where he performed private valuation analyses on spinoffs and divestitures for small to mid-size companies in a variety of industries.
In 1996, he joined Loomis Sayles & Company in their Detroit office as a Small Cap Equity Analyst where he performed due diligence on companies in the Small Cap space.
In 2000, he was promoted to Small Cap Value Co-Portfolio Manager.
Later that year he was made Lead Portfolio Manager in which his primary responsibility was to manage the firm’s Small Mid Cap Value strategy.
He received his Bachelor of Arts and his MBA from Michigan State University.
He holds the Chartered Financial Analyst designation as well as the Series 7 and Series 63 licenses.
Dan Thelen 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-Equities | 2012-08-31 |
Former positions of Dan Thelen
| Companies | Position | End |
|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Analyst-Equity | - |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Portfolio Manager-Equities | 1995-12-30 |
Training of Dan Thelen
| Michigan State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
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 |
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