John Dugan joined Ellsworth Advisors in 2019 and serves as a Senior Vice President, with a focus on portfolio management. In this capacity, John leads the firm’s trading desk, where he manages both fixed income and equity portfolios.
John is a graduate of the University of Alabama in Tuscaloosa, where he earned a bachelor’s degree in Finance with a concentration in Accounting. After graduation, John traveled and lived in Aspen, Colorado, for a year. He then began his career with SAMCO Capital on the sales and trading desk in Dallas, Texas. Founded in 1987, SAMCO Capital is a privately held, employee-owned broker/dealer specializing in public finance, fixed income sales & trading, tax-free fixed income underwriting, and investment banking. John spent five years at SAMCO as a Fixed Income Institutional Salesman, developing business and providing fixed income services to banks, wealth managers, and insurance companies.
John resides in Charleston, South Carolina, with his wife. Outside the office, he enjoys watching all sports, any outdoor activities involving water, mountains, or golf, as well as reading, traveling, and spending time with family and friends.