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Showing 1 - 8 of 8 results for "David Sokulsky"

Geoff Wilson feels sorry for CLF shareholders

ANNABELLE DICKSON  |  FRIDAY, 18 SEP 2020
... agreement to Carrara Investment Management, controlled by CLF's former chief executive and chief investment officer David Sokulsky. WAM said Carrara's appointment as manager went ahead without shareholder approval and is an unauthorised extension ...

WAM makes LIC takeover bid

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... assets with the average discount over the last 12 months at 8.1%. Prior to this and in light of the appointment of David Sokulsky as chief executive and chief investment officer in 2018, CLF traded at a discount of 6.7%. Interestingly, CLF externalised ...

Former Crestone CIO starts new boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
... Management has started a new Sydney boutique that invests in equities, with plans to expand into other asset classes. David Sokulsky left Crestone in late 2017 to move to LIC Concentrated Leaders Fund (CLF), as the chief investment officer of the in-house ...

Aberdeen LIC internalises management

ALEX BURKE  |  THURSDAY, 25 JAN 2018
... full-time employees of the company," he said. The new team will be led by chief executive and chief investment officer David Sokulsky, who was most recently chief investment officer at Crestone Wealth Management. As above, pending shareholder approval ...

UBS restructures global wealth arms

KARREN VERGARA  |  THURSDAY, 25 JAN 2018
... former chief economist Scott Haslem joined Crestone as chief investment officer in October last year replacing David Sokulsky, who left to join the board of Aberdeen Leaders Limited. Sokulsky is now the joint chief executive and chief investment officer ...

Former Crestone CIO joins Aberdeen Leaders

ALEX BURKE  |  THURSDAY, 26 OCT 2017
... The board of Aberdeen Leaders Limited (ALR) has appointed a joint chief executive and chief investment officer. David Sokulsky was previously chief investment officer of Crestone Wealth Management. Prior to that, he was head of investment strategy at ...

Crestone names new chief investment officer

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... Australia's leading investment experts, Scott Haslem will lead Crestone's investment team as of January 2018, replacing David Sokulsky. Crestone said the appointment further builds upon the high-calibre investment capability within the boutique firm. ...

Government help needed to remove innovation obstacles

MARK SMITH  |  TUESDAY, 23 FEB 2016
... discussion on investing with and in technology. They were joined by UBS Wealth Management head of investment strategy David Sokulsky, Martin Currie Australia senior research analyst for the financials sector Matthew Davison and Lighthouse Infrastructure ...
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