![David A. Ost](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Prior to joining Inverness in 2003, Mr. Ost spent six years at Durrel Corporation managing financial and operational situations in a manufacturing environment.
Before Durrel, he spent three years in the Corporate Banking division of First Merit Bank.
He has extensive expertise in managing 401(k) Plans and manages the qualified plan business at Inverness.
Mr. Ost is a qualified retirement plans specialty.
He is a graduate of The Ohio State University, 1993.
And a graduate of Leadership Akron, Class XV.
He is President of the Revere Alumni Association.
He resides in Akron with wife and two sons.
Former positions of David A. Ost
Companies | Position | End |
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Ancora Family Wealth Advisors LLC
![]() Ancora Family Wealth Advisors LLC Investment ManagersFinance Ancora Family Wealth Advisors LLC (AFWA) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. Formerly known as Ancora Inverness LLC, the firm was founded by Rick Renner in 2003 as Inverness Investment Group LLC. They are wholly-owned by Inverness Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFWA specializes in customized portfolio management for individual investors, high net worth individuals, families, pensions and profit-sharing plans. | Portfolio Manager-Equities | 2010-03-29 |
Training of David A. Ost
The Ohio State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Ancora Family Wealth Advisors LLC
![]() Ancora Family Wealth Advisors LLC Investment ManagersFinance Ancora Family Wealth Advisors LLC (AFWA) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. Formerly known as Ancora Inverness LLC, the firm was founded by Rick Renner in 2003 as Inverness Investment Group LLC. They are wholly-owned by Inverness Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFWA specializes in customized portfolio management for individual investors, high net worth individuals, families, pensions and profit-sharing plans. | Finance |
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