David Su, CFA, currently serves as an Equity Research Analyst at Clifford Swan Investment Counselors since November 2025. Previously, David held similar roles at Invesco Ltd. from June 2021 to July 2025, where responsibilities included contributions to the EQV International Equities Team, as well as internships within the same team and US Growth & Income and Value Equities Teams. David’s career began as a Senior Equity Research Associate at Raymond James from June 2015 to August 2017, following a position as a Research Associate at Harris | Oakmark from September 2017 to August 2019, and a role as Manager of Business & Budget Planning at Kraft Heinz from October 2019 to August 2020. Early experience includes a Summer Financial Analyst Internship at Marwood Group in 2014. David holds an MBA in Finance from UCLA Anderson School of Management (2020-2022) and a BS in Finance from UNC Kenan-Flagler Business School (2012-2015), along with initial studies in Business Administration at NYU Stern School of Business (2011-2012).
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