Jason P. Geers

Chief Compliance Officer at Ancora Advisors LLC

Jason P. Geers

Jason P. Geers

Chief Compliance Officer at Ancora Advisors LLC

Overview
RelSci Relationships

125

Number of Boards

1

Interests

Hockey

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Chairman & Chief Executive Officer at Ancora Advisors LLC

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Co-Founder at Ancora Advisors LLC

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Founder at Ancora Advisors LLC

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Chief Financial Officer at Ancora Advisors LLC

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CIO & Portfolio Manager at Ancora Advisors LLC

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General Counsel, Managing Director, Family Wealth Advisor at Ancora Advisors LLC

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Managing Director, Fixed Income at Ancora Advisors LLC

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Managing Director, Family Wealth Advisor at Ancora Advisors LLC

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President & Partner at Ancora Inverness

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President at Ancora Advisors LLC

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Jason P. Geers
Chief Compliance Officer at Ancora Advisors LLC
Education
BBA in Business Economics with an Emphasis on International Economics & Finance with Honors, cum laude

Ohio University is a major U.S. public research university located on a 1,850-acre campus in Athens, Ohio, United States. Founded in 1804, it was the first university established in the former Northwest Territory and Ohio, and is the ninth oldest public university in the United States. Five regional campuses and e-learning programs further extend educational access and opportunity to students across southern Ohio and bring the total student population to more than 35,000.

Career History
Chief Compliance Officer
2014 - Current

Ancora Advisors seeks to invest in companies that are trading at a significant discount to their liquidation or going-concern value. Certain issues may trade below tangible book value. This can occur in times of broad market pessimism or Wall Street concentration with a company’s near-term outlook. Other companies have hidden assets that are not reflected in the company’s financial statements, such as investments in private companies or understated real estate values. Ancora works to understand catalysts that will unlock the value of the target company’s assets, although Ancora may also buy based on a company being too cheap to ignore.In addition, Ancora seeks to invest in companies that are trading sufficiently below the calculation of intrinsic value based on the firm's “Normalized Return” analysis to provide potential total return of 50% or more over a 3 year time horizon. Sell decisions are based on valuation, risk and portfolio guidelines. As individual stocks approach their intrinsic value and decline in their relative attractiveness, they become candidates for sale. Other sell decisions may occur because of deterioration in the fundamentals that supported the initial investment. Automatic sales are initiated as position exposures approach diversification guidelines. Proceeds from sales are reinvested in companies that are more attractively valued based on the purchase disciplines.Ancora's fixed income strategy employs a top down approach with emphasis on sector allocation as their primary value added tool. Ancora is primarily an up-in-quality manager emphasizing higher rated corporate issues and higher classes of structured products. The firm attempts to add value in security selection by emphasizing either smaller issues or less liquid issues which tend to not trade as efficiently as do benchmarked/index eligible holdings. Ancora's research efforts in these names are internally generated and rely on various research sources including street generated research and other sources. The firm's taxable fixed income approach utilizes all the investment grade debt market sectors. The firm does not utilize non-investment grade securities in any of their managed accounts. Ancora restricts their fixed income buying to bonds rated A- or higher by one or more of the major rating agencies. Ancora Advisors is an activist firm and is included in the SharkWatch50 as one the 50 most prominent activist investors.

Investment Advisor
1998 - Prior

PNC Financial Services Group, Inc. engages in the provision of diversified financial services, including retail and business banking; residential mortgage banking; specialized services for corporations and government entities, including corporate banking, real estate finance and asset-backed lending; wealth management and asset management. It operates through the following segments: Retail Banking, Corporate & Institutional Banking, Asset Management Group, and BlackRock. The Retail Banking segment provides deposit, lending, brokerage, trust, investment management, and cash management services to consumer and small business customers within its primary geographic markets. The Corporate & Institutional segment provides lending, treasury management, and capital markets-related products and services to mid-sized corporations, government and not-for-profit entities, and selectively to large corporations. The Asset Management Group segment includes personal wealth management for high net worth and ultra high net worth clients and institutional asset management. The BlackRock segment operates as a publicly-traded investment management firm providing a broad range of investment, risk management and technology services to institutional and retail clients worldwide. The company was founded in 1983 and is headquartered in Pittsburgh, PA.

Security Pricing Analyst, Retirement Plan Actuary & Compliance Officer
Prior

KeyCorp operates as bank holding company. It operates through its subsidiary, KeyBank National Association provides retail and commercial banking, commercial leasing, investment management, consumer finance and investment banking products and services to individual, corporate and institutional clients. The company operates through the following business segments: Key Community Bank and Key Corporate Bank. The Key Community Bank segment serves individuals and small to mid-sized businesses by offering a variety of deposit, investment, lending, and personalized wealth management products and services. The Key Corporate Bank segment focuses on serving the needs of middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector and real estate. Key Corporate Bank delivers a broad product suite of banking and capital markets products to its clients, including syndicated finance, debt and equity capital markets, commercial payments, equipment finance, commercial mortgage banking, derivatives, foreign exchange, financial advisory and public finance. KeyCorp was founded in 1958 and is headquartered in Cleveland, OH.

Boards & Committees
Chairman, Proxy Committee
Prior

Victory Capital Management Inc., an investment advisory firm, manages assets for institutions and individuals. With over a century of investment management experience, Victory offers clients: Disciplined, market-tested investment processes CIO’s for each strategy, focusing on generating alpha and minimizing risk Quantitative and qualitative research Reliable service delivered by Sales and Client Relationship professionals A commitment to hold professionals accountable to meet client expectations and reward performance accordingly An environment to attract, develop and retain talented professionals

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