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Mr. Spidalieri manages Ancora's
trade desk and provides execution phone support for dozens of
Ancora Institutional clients. Mr. Spidalieri's primary
responsibilities are placing stock and bond orders utilizing the
infrastructure and liquidity of Pershing Trading Company and
other ECN's. Mr. Spidalieri is also responsible for settling
trades activity done away from the firm, and allocating execute
shares across customer accounts.
Mr. Spidalieri
also centrally administers Ancora's portfolio accounting system
and client reporting engine. Using Advent's enterprise software
product, Axys, Mr. Spidalieri generates informative and
specialized equity and fixed income reports for money managers
and their retail customers. These reports contain account
performance evaluations against key benchmarks, as well as other
expert analysis.
Mr. Spidalieri assists retail
customers as well throughout the year with tax lot accounting
and capital gain reporting.
Prior to
joining Ancora Securities, Mr. Spidalieri served 2 years at the
American Express Company's finance and money management
division. Here his job involved interaction with key clients and
institutional customers, assisting portfolio managers with
customer presentations.
Mr. Spidalieri is
a graduate of Miami University with a degree in Business
Finance.
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