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John Dugan joined Ellsworth Advisors in 2019 and serves as a Senior Vice President. With more than a decade of experience across fixed income markets in various roles, his primary focus is on portfolio management, with an emphasis on Ellsworth’s fixed income portfolios. In this capacity, John operates on the firm’s trading desk, where he manages both fixed income and equity portfolios, including research, trading and portfolio construction. His experience within fixed income markets is not limited to but includes Treasuries, municipals, corporates, agencies and mortgages. John joined Ellsworth to bring the firm’s fixed income trading in house while streamlining and institutionalizing the fixed income desk as well as assisting on equity execution and portfolio management across client accounts. He also assists clients with financial planning and wealth management.

John is a graduate of the University of Alabama, where he earned a bachelor’s degree 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 was an active volunteer with Big Brothers Big Sisters of America as well as CHOICE Mentors Program in Dallas, Texas. More recently, he joined Akron Children’s Hospital Hope Ambassador program, the Breakfast Optimist Club of Kalamazoo and is an active participant with Santa PICsU. Together with close friends from his home state of Alabama, he recently launched a non-profit organization, The Dreaming Tree, that hosts an annual event on Lake Martin for the benefit of those in need of mental health, addiction and recovery solutions. He enjoys watching sports and any outdoor activities involving water, mountains or a golf course.