Team Bios Archives

Bancroft Capital Introduces Second Class of Veteran Training Program Candidates

Posted: September 23, 2019

Bancroft Capital is honored to introduce its newest class of Veteran Training Program candidates. Kenner Broullire and Ahmad Smith have been accepted into Bancroft’s 12-month training program placing military veterans alongside financial industry veterans to deliver value-added content to its clients. Kenner and Ahmad will receive educational support and training as they embark on careers in […]

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Spotlight – Steven M. Ivcic

Posted: August 13, 2019

Steve Ivcic joined Bancroft Capital in June of 2018 to oversee the Fixed Income department. A highly respected industry veteran with more than 40 years of experience in fixed income sales and trading, Steve is responsible for building out Bancroft’s involvement in agencies, corporates, mortgages, and municipals. After starting his career at Prudential Bache Securities […]

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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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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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