David Souccar

Chief Investment Officer at

Vontobel Asset Management, Inc.

Finance

Consumer Services

Commercial Services

Profile

Mr. David B. Souccar is a Chief Investment Officer of Quality Growth, Portfolio Manager & Senior Research Analyst at Vontobel Asset Management, Inc. He joined in April 2007 and is the Chief Investment Officer Quality Growth since July 2025.
He has been instrumental in shaping the Quality Growth Boutique’s culture and talent bench.
He currently serves as Portfolio Manager for the Quality Growth Emerging Markets Equity (since July 2025) and International Equity (since June 2016) strategies.
Additionally, his research responsibilities focus on the energy, industrials, real estate, and utilities sectors.
He has over 30 years of investment experience.
Prior to joining Vontobel Asset Management, Mr. Souccar was a Senior Investment Analyst at Federated Investors from 2005 to 2007.
From 1998 to 2005, he worked as a sell-side analyst at Morgan Stanley.
He began his financial career in 1996 at McKinsey & Co., where he worked as a consultant until 1998.
He received a Master of Business Administration in Finance and Management from New York University’s Stern School of Business and a Bachelor of Science in Chemical Engineering from Escola de Engenharia Mauá in Brazil.

David Souccar active positions

Companies	Position	Start
Vontobel Asset Management, Inc. Vontobel Asset Management, Inc. Investment ManagersFinance Vontobel AM is an active multi-boutique asset manager which seeks to add alpha through bottom-up stock selection. The firm’s investment team monitors the tenets of their buy discipline – consistency, predictability, profitability, sustainability and sensible price. Generally, they will remain invested in a company unless a material change to their investment thesis occurs. Reasons for them to reduce the size of or to sell completely a company’s shares include the following: the market price of a business exceeds the firm’s estimate of fair price; the business is involved in a major acquisition; its earnings growth, profitability and predictability deteriorate; or it is replaced by a better investment.	Chief Investment Officer	2025-06-30

All active positions of David Souccar

Former positions of David Souccar

Companies	Position	End
Federated Investment Management Co. Federated Investment Management Co. Investment ManagersFinance FIMCO offers a broad range of investment strategies, from liquidity solutions to high active share global and regional equities to active credit and private markets. Each investment team works with Responsible Investing Office personnel as they look to incorporate proprietary ESG tools and insights from our in-house engagement and stewardship team, EOS at Federated Hermes.	Analyst-Equity	-
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2004-12-30
McKinsey & Co., Inc. McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a management consulting firm	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Vontobel Asset Management, Inc. Vontobel Asset Management, Inc. Investment ManagersFinance Vontobel AM is an active multi-boutique asset manager which seeks to add alpha through bottom-up stock selection. The firm’s investment team monitors the tenets of their buy discipline – consistency, predictability, profitability, sustainability and sensible price. Generally, they will remain invested in a company unless a material change to their investment thesis occurs. Reasons for them to reduce the size of or to sell completely a company’s shares include the following: the market price of a business exceeds the firm’s estimate of fair price; the business is involved in a major acquisition; its earnings growth, profitability and predictability deteriorate; or it is replaced by a better investment.	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
McKinsey & Co., Inc. McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a management consulting firm	Commercial Services
Federated Investment Management Co. Federated Investment Management Co. Investment ManagersFinance FIMCO offers a broad range of investment strategies, from liquidity solutions to high active share global and regional equities to active credit and private markets. Each investment team works with Responsible Investing Office personnel as they look to incorporate proprietary ESG tools and insights from our in-house engagement and stewardship team, EOS at Federated Hermes.	Finance
Instituto Mauá de Tecnologia Instituto Mauá de Tecnologia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services