Corporate
Background for Investment Management, Tampa, Florida
Donald
R. Jowdy • Biography
President and Chief Investment Officer
Prior to founding Suncoast Equity Management, Inc.,
Donald Jowdy was a Portfolio Manager with Polen Capital
Management. The firm consistently performed in the top
10% of its peer group for three, five and ten year periods,
as measured by several industry consultants including
Effron/PSN and Nelson's Investment Manager Database.
During his tenure, Mr. Jowdy played a key role in the
company's growth from $20 million in assets to approximately
$250 million. Don then served in an advisory capacity
to Polen Capital Management during its growth to over
$1 billion in client assets.
Previously,
Mr. Jowdy was an equity analyst with 13D Research, Inc.,
advising institutional clients through an independent
investment research organization. He provided an in-depth
analysis of domestic as well as global investment opportunities
in areas such as Latin America, Southeast Asia and the
People's Republic of China.
Don
Jowdy was also a Senior Associate with the accounting
firm of PricewaterhouseCoopers (formerly Coopers &
Lybrand). He is a graduate of Indiana University with
a B.S. in Accounting.
Sean
Wright • Biography
Director of Operations
Sean
Wright was previously with Polen Capital Management.
At Polen, he played a key role in trading, compliance,
and operations as the firm grew from $400 million to
over $1.7 billion. Prior to joining Polen, Mr. Wright
spent 3 years with Salomon Brothers and 10 years with
Smith Barney. Mr. Wright earned his bachelor’s degree
from University of South Florida, and his M.B.A from
University of Miami. He is also an industry arbitrator
with the National Association of Securities Dealers.
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