Skip to main content
David Sokulsky

David has served as CEO of CLF since January 2018 and was appointed to the board in May 2018. David has a PhD in applied finance and over 15 years of investment management experience both domestically and internationally. Prior to joining CLF, David was Chief Investment Officer at Crestone Wealth Management, which was spun out of UBS Wealth Management Australia, where he was Head of Investment Strategy. David was previously a senior analyst and trader for a US-based global macro hedge fund, which managed capital for US institutions and high net worth individuals.