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About Me

I am a founder of Universal Value Advisors (formally Ancora West Advisors, LLC,),their chief economist, and a portfolio manager. My entire professional life has been in the financial industry. In my youth, I was a bank staff economist, a bank bond portfolio manager, a University Professor, and then a small bank CFO. I spent 16 years as the CEO of a community bank which was sold to a larger entity, and since 2000, have been in the investment advisory business. I have been a Director and Chairman of Federal Home Loan Bank of SF, and am currently a Director (formerly Chairman) of the AAA Northern California, Nevada, and Utah auto club and a Director (formerly Chairman) of the associated AAA Insurance Company. I am currently Chairman of the Insurance Company's Investment Committee which oversees $5+ billion of investible assets. In addition, I am a Director of Allied Mineral Products, America's premier refractory company. I believe that, today, debt is the most pressing economic issue, and my experiences and observations have taught me the dangers embedded in the over use of leverage. (Universal Value Advisors was (formally Ancora West Advisors, LLC,)

 

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