David Gerard Sowerby

Current Employers

Employment History

• 01/1998 → 08/2017
  Loomis, Sayles & Company, L.P.
  Bloomfield Hills, MI
• 10/2008 → 08/2017
  Loomis Sayles Distributors, L.P.
  Boston, MA
• 08/2017 → Present
  Inverness Securities Llc
  Cleveland, OH
• 08/2017 → Present
  Ancora Advisors
  Cleveland, OH
• 02/2026 → Present
  Ancora Private Wealth Advisors
  Cleveland, OH

Previous Registrations

• 2010-01-29 → 2019-08-28
  Loomis, Sayles & Company, L.P.
  Bloomfield Hills, MI

Other Businesses

1. STATE OF MICHIGAN CHAMBER OF COMMERCE 600 S. WALNUT STREET, LANSING, MI 48933 MEMBER OF BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE RELATIONSHIP BEGAN IN 1997 and have just rejoined 9/19. I DEVOTE APPROXIMATELY 5 HOURS PER MONTH TO THIS NON INVESTMENT-RELATED ACTIVITY BOTH DURING AND AFTER SECURITIES TRADING HOURS STATE OF MICHIGAN INVESTMENT ADVISORY COMMITTEE, LANSING, MI 48901 STATE OF MICHIGAN RETIREMENT SYSTEM RELATIONSHIP BEGAN IN 2001 I DEVOTE APPROXIMATELY 4 HOURS PER MONTH TO THIS INVESTMENT-RELATED ACTIVITY BOTH DURING AND AFTER SECURITIES TRADING HOURS Churchill Asset Management; Investment related; Asset management company; board member; 10/20/2023; 5 hours spent during the month and none during trading hours; function as board member Wayne State University Endowment ; not investment related; University; investment committee member; 5 hours spent during the month none during trading hours; assist with investment decisions for the endowment fund Community Foundation Southeast Michigan investment Committee' not investment related; investment committee member; 333 W. Fort Street, Suite 2010, Detroit, MI 48226; 12/31/2025; approximately 5 hours/quarter spent attending quarterly investment committee meetings

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-02-14

Designations

Other Names

• David G Sowerby