Sowell Management Names Scott Dooley Chief Investment Officer

Sowell Management has named Scott Dooley its Chief Investment Officer and launched a new Sowell Office of the CIO, the firm announced, per Pulse 2.0.

The dual move puts a single named executive atop Sowell's investment strategy while creating a dedicated structure — the Office of the CIO — to carry it out. Dooley takes the CIO title as the firm formalizes how it builds and oversees portfolios for its advisory platform.

What does the new Office of the CIO do?

Sowell Management is pairing its CIO appointment with a standing investment body rather than leaving strategy to a lone executive. The Sowell Office of the CIO will anchor the firm's investment decision-making, according to the announcement reported by Pulse 2.0.

The structure signals how the wealth management firm intends to govern portfolio strategy going forward — through a named office, not just a title.

Who is Scott Dooley?

Dooley steps into the Chief Investment Officer seat at Sowell Management, one of the registered investment adviser platforms serving independent financial advisors. His appointment and the Office of the CIO launch were announced together, Pulse 2.0 reported.

The combined announcement gives Dooley both the mandate and the machinery: a CIO title plus an office built around the function.

Why does it matter?

Leadership appointments at advisory platforms often precede broader product and strategy shifts. Sowell has now put a named investor — Dooley — at the top of that agenda with a formal office behind him, and the market will be watching what investment changes follow.