SARASOTA, Fla., Oct. 15 /PRNewswire/ -- Ronald "Ron" Vioni has opened Vioni Capital Management, LLC, an SEC registered investment adviser specializing in customized portfolio management for individuals, families, estates and institutions. The company is located at 1605 Main Street, Suite 700, Sarasota.
As founder and managing member, Ron Vioni brings nearly 40 years of experience to the company, including a long-term tenure with Merrill Lynch in New York City, where he focused on wealth management and was consistently one of the top producers. His clientele included CEOs of Fortune 500 companies and other leaders of business and industry. Vioni's record of success also includes portfolio management for charitable and religious institutions.
In addition to being a registered investment adviser representative for Vioni Capital, he is also a general securities representative of Ancora Securities, Inc. Vioni holds an MBA in economics and finance from George Washington University and a BA in biology from the University of Virginia.
Other members of the Vioni Capital Management investment advisory team are:
Mark A. Usher, Senior Vice President, Investments
Usher joined Vioni following a 27-year career in engineering and finance, including highly successful stints with UBS/Paine Webber and Merrill Lynch. In 2009 he was identified as one of the top personal wealth managers in Sarasota in an independent survey conducted by Sarasota magazine. The registered investment adviser representative for Vioni Capital is also a general securities representative of Ancora Securities, Inc. Usher also holds a Life, Health and Annuity license with the Florida Dept. of Insurance, and has earned the designation of Chartered Retirement Planning Counselor from the College for Financial Planning. Mark holds a BS from Purdue University.
Lisa Vioni, Managing Director, Alternative Investments
Lisa Vioni has extensive experience in capital markets, specializing in hedge fund strategies, institutional sales, and marketing alternative investments. She spent nearly a decade with Lehman Brothers Securities rising to Senior Vice President. She is the founder and president of Hedge Connection, a web-based business that has been instrumental in assisting a number of funds raise significant assets. She is a registered representative of Ancora Securities, Inc. Lisa holds a BA from Smith College.
Dana Duckman, Research Associate and Client Relationship Manager
Duckman's vast experience in the financial industry includes stints with some of the industry's most well known securities firms, including Bear Stearns, Wasserstein Perella, Kidder Peabody, Oppenheimer & Company and Donaldson, Lufkin & Jenrette. Dana is a registered representative of Ancora Securities, Inc. Dana holds a BA from Franklin and Marshall College.
To consult with one of our financial advisers, please call (941) 362-0870.
Note: Custody of clients' funds and securities is provided by Pershing & Co., LLC, a subsidiary of Bank of New York Mellon. Clients receive separate account statements directly from Pershing. Brokerage services are offered through Ancora Securities Inc., which is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
SOURCE The Ancora Group