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John L. Dugan II

Vice President

John Dugan joined Ellsworth Advisors in 2019 and serves as a Vice President, with a focus on portfolio management.  In that capacity, John works on 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 BS in Finance with a concentration in Accountancy. He 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 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, insurance companies, and individuals. John also interned with Ellsworth Private Wealth Management in the summer of 2012.

John was an active volunteer with Big Brothers Big Sisters of America as well as CHOICE Mentors Program in Dallas, Texas. More recently, he has joined Akron Children’s Hospital Hope Ambassador program, the Breakfast Optimist Club of Kalamazoo, and is an active participant with Kaulig Companies “Santa PicsU” program. He enjoys sports, Alabama football, and any outdoor activities involving water, mountains or a golf course.

Get to Know John