Video Feature: Introducing Bancroft Capital
Posted: May 1, 2019
Veteran Spotlight – Jeffery Barrett
Posted: March 27, 2019
In January of 2019, Bancroft accepted its first class of Veteran Training Program Candidates. Among them, Jeffery Barrett, joined the Bancroft team in hopes of pursuing a career in the financial industry. Read on to learn more about Jeffery . Military Bio: Rank: SFC Job: Drill Sergeant and Military Police Officer Branch: U.S Army Reserve […]
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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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Bancroft Capital Introduces First Class of Veteran Training Program Candidates
Posted: January 31, 2019
Bancroft Capital is pleased to introduce its first class of Veteran Training Program candidates. Angela Mathis, Christopher J. Nicholas, and Jeffrey P. Barrett have embarked on Bancroft’s 12-month training program providing education and instruction for service-disabled veterans interested 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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