Profile
Dr. David Sokulsky is a Chief Executive Officer & Chief Investment Officer at Concentrated Leaders Fund Ltd.
He is on the Board of Directors at Concentrated Leaders Fund Ltd.
He is responsible for firm macroeconomic and market outlook, theme identification, portfolio management, trading and risk management.
He is also primarily responsible the portfolios exposure to the Financials sector.
Prior to joining Concentrated Leaders Fund, Dr. Sokulsky was Chief Investment Officer at Crestone Wealth Management, one of Australia’s premier wealth managers for high and ultra-high net worth clients.
Before this, he was the Head of Investment Strategy at UBS Wealth Management Australia.
Before that, he was a Senior Analyst and trader for a US-based global macro hedge fund, which managed capital for US institutions and high net worth individuals.
He is an expert market commentator on SKY Business and CNBC, as well as a regular contributor to the print media.
Dr. Sokulsky holds a PhD in Applied Finance from RMIT and a First-Class Honours degree in Economics from the University of Newcastle.
Former positions of David Sokulsky
| Companies | Position | End |
|---|---|---|
| CONCENTRATED LEADERS FUND LIMITED | Chief Executive Officer | 2020-06-29 |
Concentrated Leaders Fund Ltd. (Investment Management)
 Concentrated Leaders Fund Ltd. (Investment Management) Investment ManagersFinance Concentrated Leaders Fund Ltd. (Investment Management) (CLF-IM) is the investment management division of Concentrated Leaders Fund Ltd., an investment company headquartered in Sydney, Australia. Founded in 1987, CLF-IM manages a concentrated portfolio of Australian companies. | Chief Executive Officer | 2021-02-28 |
| UBS Wealth Management Australia Ltd. | Corporate Officer/Principal | - |
LGT Crestone Wealth Management Ltd.
 LGT Crestone Wealth Management Ltd. Investment ManagersFinance LGT Crestone Wealth Management Ltd. (LGT Crestone) is a wealth management firm headquartered in Sydney, Australia. The firm was founded in 1999 when Mike Chisholm led an MBO of UBS Wealth Management Australia. In 2022, they became a wholly-owned subsidiary of LGT Group Foundation, a family-owned private banking and asset management group owned by the Princely Family of Liechtenstein. LGT Crestone provides private wealth advice services to high net worth and ultra-high net worth families, family offices and for purpose organizations. | Chief Investment Officer | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 4 |
|---|---|
Concentrated Leaders Fund Ltd.
 Concentrated Leaders Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Concentrated Leaders Fund Ltd. operates as a closed-end investment trust, which engages in the business of making investments, deriving revenue, and investment income from listed securities and unit trusts in Australia. The company was founded in July 1987 and is headquartered in Paddington, Australia. | Miscellaneous |
| UBS Wealth Management Australia Ltd. | Finance |
LGT Crestone Wealth Management Ltd.
LGT Crestone Wealth Management Ltd. Investment ManagersFinance LGT Crestone Wealth Management Ltd. (LGT Crestone) is a wealth management firm headquartered in Sydney, Australia. The firm was founded in 1999 when Mike Chisholm led an MBO of UBS Wealth Management Australia. In 2022, they became a wholly-owned subsidiary of LGT Group Foundation, a family-owned private banking and asset management group owned by the Princely Family of Liechtenstein. LGT Crestone provides private wealth advice services to high net worth and ultra-high net worth families, family offices and for purpose organizations. | Finance |
Concentrated Leaders Fund Ltd. (Investment Management)
Concentrated Leaders Fund Ltd. (Investment Management) Investment ManagersFinance Concentrated Leaders Fund Ltd. (Investment Management) (CLF-IM) is the investment management division of Concentrated Leaders Fund Ltd., an investment company headquartered in Sydney, Australia. Founded in 1987, CLF-IM manages a concentrated portfolio of Australian companies. | Finance |
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