David Harden

Personal Finance, Retirement, Investing
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“David Harden is co-founder, president and CIO of Salt Lake City-based Summit Global Investments, an SEC registered investment adviser specializing in low volatility investment strategies.”
Firm:

Summit Global Investments

Job Title:

President & CIO

Biography:

With 20+ years of experience, David Harden has established himself as an expert in quantitative equity strategies and portfolio management. In his current role, he utilizes extensive research on quantitative models, technology and fundamental investment management to enable superior portfolio optimization, construction and management.

Prior to co-founding Summit Global Investments, he held positions at Fidelity Investments, Evergreen Investments and Ensign Peak Advisors, where he was responsible for developing and implementing numerous portfolio strategies. Harden is a graduate of Boston College, B.A., and Boston University, M.S.C.S.

Throughout his career, Dave has established himself as an expert in investment technology and quantitative research. Over the past 21 years in the investment management field, Dave has proven his ability as a portfolio manager and equity strategist. Dave is one of only a handful of active portfolio managers in the world that has researched, constructed, implemented, and actively managed significant assets in the low volatility equity space. Dave and his family spend their free time mountain biking and enjoying the outdoors.

Education:

BA, Business, Boston College

Assets Under Management:

$700 million

CRD Number:

2408466

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