Sowell Management Appoints Scott Dooley as Chief Investment Officer
Sowell Management has appointed Scott Dooley, CFA, as its new Chief Investment Officer (CIO) and launched the Sowell Office of the CIO. This initiative aims to enhance investment capabilities for independent financial advisors by providing institutional-level resources without requiring them to build internal departments. The Office combines research, portfolio construction, advisor consulting, and a network of specialized partners to help advisors serve clients with complex needs more effectively. Daryl Seaton, CEO of Sowell Management, emphasized that the move supports advisors in competing against larger firms by offering institutional investment resources while maintaining independence. Dooley brings over two decades of experience from roles at Fusion Investment Group, Blue Vase Holdings, Rayliant Global Advisors, and Columbus Macro. He aims to provide a solution-neutral approach tailored to each advisor's needs, enabling them to handle sophisticated client situations with confidence.
Topics: Investment Management Leadership Expansion RIA Growth Strategy