Summit Global Investments is founded on experience, leadership, commitment and passion. The three founding Partners have known each other for over 20 years. Summit Global Investments was established in 2010. The firm is led by:
David Harden – President and Chief Investment Officer. Dave is a graduate of Boston College, BA & Boston University, MSCS. Throughout Dave’s career he’s established himself as an expert in investment technology and quantitative research. Over the past 19 years in the investment management field Dave has proven his ability as a portfolio manager and equity strategist. Dave has worked with Fidelity Investments, Evergreen Investments and Ensign Peak Advisors where he has been responsible for developing and implementing numerous portfolio strategies. For the past six years Dave has focused on managing institutional assets in the low volatility equity space and continues to do so with Summit Global Investments. Dave is only one of 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. As a wrestling enthusiast, Dave helps train others in the sport.
Mark Kenison – Chief Compliance Officer and Managing Partner. Mark is a graduate of the University of Utah, BA. Mark has spent his entire career of over 17 years in the financial services industry working for Fidelity Investments and the past six years as the owner of Turning Point Financial. At Fidelity Mark oversaw ultra high net worth clients with assets under management approaching $1 Billion USD. Mark brings a combination of focus and determination to the group in managing all of the compliance and operation efforts at Summit Global Investments. Mark and his family spend weekends riding motocross and recently have started pursuing flying lessons.
Bryce Sutton – Head of Sales & Marketing and Managing Partner. Bryce is a graduate of Brigham Young University, BA. Bryce has spent his entire career of over 17 years as an Executive in the financial services industry. Having worked for leading global firms such as Morgan Stanley, Bank of New York & most recently Kotak, India’s premier investment banking and asset management firm. With an emphasis in institutional relationships during his career, Bryce maintains extensive relationships in the institutional investor community. Bryce has successfully helped raise multiple funds for new products being introduced to investors both domestically and internationally. Bryce enjoys spending time with his family on the basketball court or the golf course. His family is very active in sports and he coaches a number of his children’s sports teams.