Sowell Management Appoints Scott Dooley as Chief Investment Officer

The company has also expanded its investment management platform under the name Sowell Office of the CIO.

The new platform brings together investment research, portfolio management, advisor support and specialised investment partners. It aims to help independent financial advisors offer more services without the cost and complexity of building their own investment teams.

Scott Dooley brings 20 years of experience in asset management and investment. At Sowell, he will lead the Office of the CIO, using his expertise in institutional investing, wealth management and developing investment strategies for clients.

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Before joining Sowell in 2025 as Managing Director of Investment Management, Dooley founded Fusion Investment Group, where he served as CEO, and Chief Investment Officer. He also held senior roles at Blue Vase Holdings Rayliant Global Advisors, and Columbus Macro.

He is a Chartered Financial Analyst and holds an MBA from the University of Chicago Booth School of Business, where he studied in London and Singapore.

"The Office of the CIO is about raising the ceiling on what an independent advisor can offer," said Seaton. "Advisors can remain actively involved in portfolio decisions or delegate certain responsibilities. Either way, they gain a stronger investment value proposition, more freedom to focus on client relationships and the capabilities to take their business to its next stage."

"Independent advisors don't necessarily need another investment provider. They need an investment office they can draw on as part of their own business—one that brings perspective, research and independent judgment to the decisions they make for clients," said Dooley. "Our role is to come alongside our advisors, understand what each situation requires and draw on the appropriate strategies and specialists.

About Sowell Management

Founded by Bill Sowell, Sowell Management is a privately held registered investment advisory firm that supports financial advisors with services and tools to help them operate independently. As of October 2026, the company has a nationwide network of financial advisors representing more than $6.8 billion in client assets under administration, and management.

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