David H. Sugimoto, CFA

Senior Portfolio Manager


David is a Senior Portfolio Manager for Sowell Affinity, Sowell Management’s investment management division. In this role he is responsible for the co-development and oversight of the international strategy. He brings 36 years of experience and a shared philosophy focused on disciplined, long-term performance.

Prior to joining Affinity, he co-founded and was Senior Portfolio Manager for Echo Point Investment Management. He has also been a portfolio manager with Morgan Stanley Investment Management and 1838 Investment Advisors. Additionally, he has worked for USAA Investment Management, the Teacher Retirement System of Texas and InterFirst Investment Management.

David earned an M.B.A. in Finance and a B.S. in Economics from Texas Christian University and holds the Chartered Financial Analyst designation. He is a past president of the Austin Society of Financial Analysts and was a semi-finalist in the Academy Nicholl Fellowship in Screenwriting Competition.

David enjoys spending time with his family and raising two boys.