Blog

Spotlight – Larry Morris

Posted: February 27, 2019

Larry Morris serves as a senior advisor and consultant to Bancroft Capital. Read on as Larry shares why he calls Bancroft Capital a breath of fresh air, his greatest achievements, and his love of mentoring in the financial industry.

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Spotlight – Susan E. Gress

Posted: December 20, 2018

Susan Gress is a Senior Vice President and Plankowner at Bancroft Capital. As a client relationship manger, she provides a range of high-level customer services to clients as well as administrative and operational support to consultants. Susan has been servicing institutional clients for over 32 years, and has a wide range of expertise in client service, marketing support, investment performance, and portfolio analysis.

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Bancroft Conducts First Veteran Transition Seminar

Posted: December 12, 2018

Bancroft Capital announced today that the firm will be hosting its first Veteran Transition Seminar on Wednesday, December 12. The event will take place at the Fort Belvoir Warrior Transition Unit Battalion in Fort Belvoir, Virginia.

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Bancroft Grand Opening!

Posted: November 14, 2018

Bancroft Capital hosted the finale of their month-long Grand Opening celebration on Veterans Day observed November 12th. In keeping with its mission of commitment to service to clients, country, and veterans, Bancroft donated 100% of their net profits on Veterans Day to the Travis Manion Foundation, a nonprofit empowering veterans and their families.

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Introducing Bancroft Capital

Posted: September 20, 2018

Service to clients. Service to veterans. Service to country. This commitment is the pillar on which Bancroft Capital was founded. A certified Service-Disabled-Veteran Owned Small Business (SDVOSB), Bancroft Capital operates an Institutional Broker-Dealer and Investment Advisor with a mission to provide training and employment for disabled veterans.

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