David Sowerby, CFA

Managing Director, Portfolio Manager

Mr. Sowerby is a portfolio manager for individual and institutional accounts and a co-manager of the firm’s Dividend Value Equity strategy. Prior to joining Ancora, David was most recently a Portfolio Manager at Loomis, Sayles & Company, where he worked since 1998 and held multiple senior positions. At Loomis, David worked directly with institutional clients on asset allocation strategies and multi-product accounts. Earlier in his career, David served as a Senior Portfolio Manager for Beacon Investment Management Company. He began his industry career in 1986, providing investment strategy as an Economist for Comerica Bank.

Mr. Sowerby is an Investment Committee Member for the City of Detroit General Employee’s Retirement System. He also serves as Vice Chair on the Investment Committee for Beaumont Hospitals and a Director for the State of Michigan Chamber of Commerce. David previously served 10 years as Chairman on the Investment Advisory Committee for the State of Michigan’s $60B pension fund. David frequently appears as a guest speaker on CNBC, Bloomberg, and at various investment conferences where he provides his views on the investment environment. David earned both a Bachelor of Arts and a Master of Arts in Economics from Wayne State University and was the 2002 and 2007 recipient of Wayne State University’s Distinguished Corporate Citizen award. He holds a Chartered Financial Analyst (CFA) designation and is a FINRA registered representative.

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