About Anchor Capital Management
Anchor Capital Management, LLC is a small client focused firm committed to assist individuals, couples, families, multigenerational families, people in transition due to divorce, death, job change or inheritance, and organizations identify and implement processes to meet goals regarding the accumulation and management of wealth in order to meet long-term objectives and plans. It works closely with clients to identify important goals and provides assistance in meeting those goals by identifying and implementing investment, insurance, tax, and other steps for their achievement. Anchor can serve anyone who seeks an individual approach to the management of his or her wealth.
Anchor Capital works from its offices in Ithaca, New York and serves clients throughout the United States. Anne C. Chernish is managing member and president of Anchor Capital Management, LLC.
History, Qualifications
Anchor Capital Management, LLC, a Registered Investment Advisor (RIA) is headed by Anne C. Chernish, CFP®, Managing Member, President. She has been engaged in the securities industry for more than 30 years, and has been based in Ithaca serving clients since 1989. Anne has earned a bachelors degree from Notre Dame de Namur University, in Belmont, California. She was licensed as a Certified Financial Planner™ in 1988 and has maintained continuing education requirements of the Certified Financial Planner Board of Standards, Inc. Anne Chernish is also a qualified New York State Life Insurance Consultant.
William N. Chernish, PhD. BSME, Duke University; MBA and PhD University of Pennsylvania Wharton Graduate School of Business and Finance. 40 years in education, government and entrepreneurial activities. FINRA Series 65 licensed. Best friend and husband of Anne Chernish, consults with Anchor in market development and portfolio management.
Susan Simmons has been the Administrator for Anchor Capital Management, LLC since 2003, and handles all matters related to the administration of client portfolios, as well as the day-to-day operation of our business. She also works closely with our Custodians. Susan has held managerial positions in fields which include the financial services industry, real estate, insurance and large event planning.
CFP®, and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
"RIA" means we are registered with the state of New York. Registration does not mean a government agency approves an advisor or reviews their qualifications.