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David H. Sugimoto, CFA

Sr. Portfolio Manager

David is a Senior Portfolio Manager for Affinity Investment Advisors, LLC. In this role he is responsible for the co-development and oversight of the international strategy. He brings over 35 years of investment experience and a shared philosophy focused on disciplined, long-term performance.

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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.

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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.

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

David H. Sugimoto, CFA: Team
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