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David Sokulsky
Chief Executive Officer / Chief Investment Officer

Experienced investment professional with a background in buy-side trading, portfolio management, asset allocation, manager due diligence, fund seeding and risk management.

David is responsible for CLF’s macroeconomic and market outlook, theme identification, portfolio management, trading and risk management. David is also primarily responsible the portfolios exposure to the Financials sector. Prior to joining CLF, David was Chief Investment Officer at Crestone Wealth Management, one of Australia’s premier wealth managers for high and ultra-high net worth clients. Before this, David was the Head of Investment Strategy at UBS Wealth Management Australia. Before that, he was a senior analyst and trader for a US-based global macro hedge fund, which managed capital for US institutions and high net worth individuals. David holds a PhD in Applied Finance from RMIT and a First-Class Honours degree in Economics from the University of Newcastle. He is an expert market commentator on SKY Business and CNBC, as well as a regular contributor to the print media.