David Su

Analyst-Equity at

Clifford Swan Investment Counsel LLC

Finance

Consumer Services

Retail Trade

Profile

Mr. David C.
Su, CFA MBA, is an Equity Research Analyst at Clifford Swan Investment Counsel LLC.
He joined Clifford Swan in 2025 as an Equity Research Analyst to conduct fundamental equity research, primarily on high-quality mid- to large-capitalized companies and to explore international equity opportunities.
Mr. Su has a strong buy-side background, most recently spending over four years in equity research at Invesco in Texas where he focused on smaller, growing international companies and large domestic companies.
Prior to that, he served as a Research Associate at Harris Associates in Chicago after starting his investment career at Raymond James authoring broker research covering the biotechnology and specialty pharmaceutical industries.
He received his undergraduate degree from New York University, an undergraduate degree from The University of North Carolina at Chapel Hill and an MBA from the University of California, Los Angeles.

David Su active positions

Companies	Position	Start
Clifford Swan Investment Counsel LLC Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan builds personalized strategies for wealth preservation and growth based upon the unique objectives and circumstances of the client. The firm employs a disciplined, long-term approach toward investment management. While a client can elect to have an all-equity portfolio or an all-fixed-income portfolio, most of their clients have balanced portfolios, invested in equities and fixed-income securities.	Analyst-Equity	31/10/2025

All active positions of David Su

Former positions of David Su

Companies	Position	End
Invesco Advisers, Inc. Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process.	Analyst-Equity	30/06/2025
Raymond James & Associates, Inc. Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/07/2017
SEARS HOLDINGS CORPORATION	Corporate Officer/Principal	31/07/2012

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Linked companies

Private companies	7
Invesco Advisers, Inc. Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process.	Finance
Raymond James & Associates, Inc. Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Sears Holdings Corp. Sears Holdings Corp. Department StoresRetail Trade Functions as a holding company with interest in engages in department stores	Retail Trade
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of North Carolina at Chapel Hill The University of North Carolina at Chapel Hill Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Clifford Swan Investment Counsel LLC Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan builds personalized strategies for wealth preservation and growth based upon the unique objectives and circumstances of the client. The firm employs a disciplined, long-term approach toward investment management. While a client can elect to have an all-equity portfolio or an all-fixed-income portfolio, most of their clients have balanced portfolios, invested in equities and fixed-income securities.	Finance

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