David Roll, CFA
Vice President Institutional Sales
David joined Summit Global Investments in 2018 to champion the firms Institutional Sales and Consultant Relations efforts. David has over 23 years of investment experience working for leading global firms including Russell Investment Group, Principal Global Investors, and Nuveen. For the past 13 years he played leadership roles in institutional sales, consultant relations, relationship management and client portfolio management for two of Principal Global Investors boutiques; Morley Financial Services and Edge Asset Management. In addition, David successfully launched new products for investors across equities, fixed income and asset allocation strategies including both global and domestic strategies across institutional and retail products. David and his family are very active in sports and they enjoy spending time both skiing and golfing. David has a Bachelors degree from the University of Puget Sound. David Roll is a CFA ® Charterholder.
David Roll, CFA
Vice President Institutional Sales
David joined Summit Global Investments in 2018 to champion the firms Institutional Sales and Consultant Relations efforts. David has over 23 years of investment experience working for leading global firms including Russell Investment Group, Principal Global Investors, and Nuveen. For the past 13 years he played leadership roles in institutional sales, consultant relations, relationship management and client portfolio management for two of Principal Global Investors boutiques; Morley Financial Services and Edge Asset Management. In addition, David successfully launched new products for investors across equities, fixed income and asset allocation strategies including both global and domestic strategies across institutional and retail products. David and his family are very active in sports and they enjoy spending time both skiing and golfing. David has a Bachelors degree from the University of Puget Sound. David Roll is a CFA ® Charterholder.
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