David Gerard Sowerby
Directeur/Membre du Conseil chez Michigan Economic Development Corp.
Profil
Mr. David G.
Sowerby, CFA, is a Managing Director & Portfolio Manager at Ancora Advisors LLC and a Treasurer at Michigan Chamber of Commerce.
He is on the Board of Directors at Michigan Economic Development Corp.
He is an Investment Committee Member for the City of Detroit General Employee’s Retirement System.
Prior to joining Ancora, he was most recently a Portfolio Manager at Loomis, Sayles & Company, where he worked since 1998 and held multiple senior positions.
At Loomis, he worked directly with institutional clients on asset allocation strategies and multi-product accounts.
Earlier in his career, he 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.
Previously served 10 years as Chairman on the Investment Advisory Committee for the State of Michigan’s $60B pension fund.
He earned both a Bachelor of Arts and a Master of Arts in Economics from Wayne State University.
He holds a Chartered Financial Analyst designation and is a FINRA registered representative.
Postes actifs de David Gerard Sowerby
| Sociétés | Poste | Début |
|---|---|---|
Michigan Chamber of Commerce
 Michigan Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Michigan Chamber of Commerce is an organization that aims to protect the environment and energy supply. The non-profit company is based in Lansing, MI, and the CEO of the company is Rich Studley. The company opposes the revocation of Enbridge's Line 5 easement agreement, which they believe would cause an unnecessary energy crisis during the pandemic. The company collaborates with F.A.R. Management, Inc. to provide assistance with unemployment insurance through advisory assistance, procedural consulting, and benefits administration. The Michigan Chamber of Commerce recently filed a joint amicus curiae brief questioning the Michigan Department of Environment's air quality permitting case. The company also hosted a webinar on big federal changes to retirement savings accounts. | Treasurer | 17/10/2011 |
Michigan Economic Development Corp.
 Michigan Economic Development Corp. Miscellaneous Commercial ServicesCommercial Services Michigan Economic Development Corp. provides economic development efforts and policy development and technology development. Its services include business retention and attraction, financial assistance, employee recruitment and training, assistance for providing permits, and site development services. The company was founded in 1999 and is headquartered in Lansing, MI. | Directeur/Membre du Conseil | - |
Ancora Advisors LLC
 Ancora Advisors LLC Investment ManagersFinance Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers. | Gestionnaire de Portefeuille-Actions | 01/08/2017 |
Anciens postes connus de David Gerard Sowerby
| Sociétés | Poste | Fin |
|---|---|---|
Beacon Wealthcare, Inc.
 Beacon Wealthcare, Inc. Investment ManagersFinance Beacon Investment Management, Inc. is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded by Samuel Bass, Jr. in 1998 and they provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing and defined-contribution retirement plans, business entities, charitable institutions, endowments and foundations. | Gestionnaire de Portefeuille-Actions | 31/12/1997 |
Comerica Bank (Dallas, Texas)
 Comerica Bank (Dallas, Texas) Regional BanksFinance Part of Comerica, Inc., Comerica Bank is a financial services company based in Dallas, TX. Comerica Bank is strategically aligned by three business segments: the commercial bank, the retail bank, and wealth management. The company focuses on building relationships and helping people and businesses be successful. Comerica Bank has over 400 banking centers across the country, with locations in several states, including Texas, California, and Michigan. The company reported total assets of $88.40 billion as of June 30, 2021. The company was founded by Marc J. Verissimo and has been led by CEO Curtis Chatman Farmer since 2008. | Economiste | 31/12/1992 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Gestionnaire de Portefeuille-Actions | - |
Formation de David Gerard Sowerby
| Wayne State University (Michigan) | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Finance |
Beacon Wealthcare, Inc.
Beacon Wealthcare, Inc. Investment ManagersFinance Beacon Investment Management, Inc. is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded by Samuel Bass, Jr. in 1998 and they provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing and defined-contribution retirement plans, business entities, charitable institutions, endowments and foundations. | Finance |
Comerica Bank (Dallas, Texas)
Comerica Bank (Dallas, Texas) Regional BanksFinance Part of Comerica, Inc., Comerica Bank is a financial services company based in Dallas, TX. Comerica Bank is strategically aligned by three business segments: the commercial bank, the retail bank, and wealth management. The company focuses on building relationships and helping people and businesses be successful. Comerica Bank has over 400 banking centers across the country, with locations in several states, including Texas, California, and Michigan. The company reported total assets of $88.40 billion as of June 30, 2021. The company was founded by Marc J. Verissimo and has been led by CEO Curtis Chatman Farmer since 2008. | Finance |
Michigan Chamber of Commerce
Michigan Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Michigan Chamber of Commerce is an organization that aims to protect the environment and energy supply. The non-profit company is based in Lansing, MI, and the CEO of the company is Rich Studley. The company opposes the revocation of Enbridge's Line 5 easement agreement, which they believe would cause an unnecessary energy crisis during the pandemic. The company collaborates with F.A.R. Management, Inc. to provide assistance with unemployment insurance through advisory assistance, procedural consulting, and benefits administration. The Michigan Chamber of Commerce recently filed a joint amicus curiae brief questioning the Michigan Department of Environment's air quality permitting case. The company also hosted a webinar on big federal changes to retirement savings accounts. | Commercial Services |
Michigan Economic Development Corp.
Michigan Economic Development Corp. Miscellaneous Commercial ServicesCommercial Services Michigan Economic Development Corp. provides economic development efforts and policy development and technology development. Its services include business retention and attraction, financial assistance, employee recruitment and training, assistance for providing permits, and site development services. The company was founded in 1999 and is headquartered in Lansing, MI. | Commercial Services |
Ancora Advisors LLC
Ancora Advisors LLC Investment ManagersFinance Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers. | Finance |