📣 WLDR Shareholders: You may have been contacted by EQ Fund Solutions regarding an official proxy vote (deadline Aug 28). This is a legitimate solicitation on behalf of Affinity Investment Advisors. You may vote by calling (866) 811-1442. A proxy agent is available from 9 a.m. to 10 p.m. ET, Monday to Friday and Saturday, 10 a.m. to 6 p.m.
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.