From Pulse 2.0 · Amit Chowdhry · · 50s
Sowell Names Scott Dooley CIO
Sowell Management appoints Scott Dooley as Chief Investment Officer and launches Office of the CIO for advisors.
In brief
Sowell Management appoints Scott Dooley as Chief Investment Officer and launches Office of the CIO for advisors. Sowell Management appointed Scott Dooley as Chief Investment Officer and launched the Office of the CIO to provide institutional investment resources to independent financial advisors without requiring them…
Sowell Appoints Scott Dooley
Sowell Management has appointed Scott Dooley, CFA, as Chief Investment Officer.
Launches Office of the CIO
Sowell launched the Office of the CIO, an expanded investment management platform for advisors.
Office Features
The Office provides tax-aware portfolios, concentrated stocks, income planning, alternatives, and multi-manager strategies.
Dooley's Background
Dooley has two decades of asset management experience and founded Fusion Investment Group.
Client Support
Advisors gain access to institutional resources without building internal investment departments.
The big picture
Sowell Management appointed Scott Dooley as Chief Investment Officer and launched the Office of the CIO to provide institutional investment resources to independent financial advisors without requiring them to build internal departments.
