Don Jowdy
Director Ejecutivo en Suncoast Equity Management LLC .
Perfil
Mr. Donald R.
Jowdy is a Founder & Chief Investment Officer at Suncoast Equity Management LLC.
Prior to founding Suncoast Equity Management in 1997, Mr. Jowdy was a Portfolio Manager with Polen Capital Management.
During his tenure, Polen Capital consistently performed in the top 10% of its peer group for three, five and ten year periods, as measured by several industry consultants including Effron/PSN and Nelson’s Investment Manager Database.
He played a key role in the company’s growth from $20 million in assets to approximately $250 million.
He then served in an advisory capacity to Polen Capital Management during its growth to over $1 billion in client assets.
Previously, he was an equity analyst with 13D Research, Inc., advising institutional clients through an independent investment research organization.
He provided an in-depth analysis of domestic as well as global investment opportunities in areas such as Latin America, Southeast Asia and the People’s Republic of China.
He was also a Senior Associate with Price Waterhouse Coopers (formerly Coopers & Lybrand).
He is a graduate of Indiana University with a Bachelor of Science in Accounting.
Cargos activos de Don Jowdy
| Empresas | Cargo | Inicio |
|---|---|---|
Suncoast Equity Management LLC
 Suncoast Equity Management LLC Investment ManagersFinance Suncoast Equity Management LLC (SEM) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by Don Jowdyin 1997. SEM provides investment advisory services to individuals, families and foundations, corporate pensions, profit-sharing plans and individual retirement accounts. | Director Ejecutivo | 01/01/1997 |
Antiguos cargos conocidos de Don Jowdy.
| Empresas | Cargo | Fin |
|---|---|---|
Polen Capital Management LLC
 Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Gestor de Cartera-Acciones | - |
| Coopers & Lybrand LLP | Corporate Officer/Principal | - |
Formación de Don Jowdy.
| Indiana University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Suncoast Equity Management LLC
Suncoast Equity Management LLC Investment ManagersFinance Suncoast Equity Management LLC (SEM) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by Don Jowdyin 1997. SEM provides investment advisory services to individuals, families and foundations, corporate pensions, profit-sharing plans and individual retirement accounts. | Finance |
Polen Capital Management LLC
Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Finance |
| Coopers & Lybrand LLP | Commercial Services |
- Bolsa de valores
- Insiders
- Don Jowdy
