Donald R. Jowdy
Founder and Chief Investment Officer
Mr. Jowdy is a graduate of Indiana University with a Bachelor of Science in Accounting. He is on the board of Quantum Leap Farm, a nonprofit Therapeutic & Recreational Horseback Riding Program Serving Veterans, Civilian Adults, and Kids. www.quantumleapfarm.org
Daniel T. McNichol
Prior to joining SEM, he was an equity partner and Managing Director at Snow Capital Management LP for 19 years. At its peak Snow managed in excess of $7 billion for institutional clients in the Wealth Management, Banking, Insurance, Pension, Endowment and Foundation marketplaces. Dan was responsible for sourcing and maintaining much of that business. Most recently he served as the firm’s National Sales Manager. In this capacity he handled the firm’s institutional wealth management relationships with companies such as Morgan Stanley, UBS, Merrill Lynch, Raymond James, Janney Montgomery Scott, Royal Bank of Canada, Citibank, PNC Bank and New York Life, among others. He also managed the firm’s institutional sales team.
Dan is a 1986 graduate of Fairfield University and holds a Bachelor of Science degree from the School of Business.
Amy A. Lord, CFA
Senior Vice President/Co-Portfolio Manager
Ms. Lord earned a Bachelor of Science in Advertising, with a minor in Mathematics, from the University of Florida. She is a CFA charterholder and past President of the CFA Society of Orlando, as well as a member of the CFA Institute. Ms. Lord is also active in her church as well as Circles USA, a non-profit organization which inspires and equips individuals and families to permanently move out of poverty and thrive.
Fixed Income Specialist
Al Dopking is a graduate of St Louis University with a degree in Finance. He played baseball in college and actively supports their program. He joined the Air Force Reserves after college. He served in a Rapid Runway Repair unit from ’79 to ’94.
Al Dopking is presently a portfolio manager for Suncoast Fixed Income Management. His primary focus is trading Municipal securities.
Al Dopking was previously the Manager of Citi’s Southeast Municipal Trading and Underwriting Desk. He was responsible for all risk in secondary Southeast trading and was involved in pricing for Citi’s Southeast Municipal financings. Al was with Citi for 30 years.
Prior to Citi, he traded Municipals at The Ohio Company in Columbus, Ohio and Carolina Securities in Raleigh, N.C.
Al Dopking resides in Odessa, Florida with his wife Edie, President of Quantum Leap Farm, an Adult Horseback Riding Therapy Program. His hobbies include golf and watching sporting events.
Beth Dopking Neal
Executive Vice President – Tampa Market
Beth is a graduate from the University of Tampa with a B.S. in Marketing. Beth is a member of the Junior League of Clearwater-Dunedin and enjoys volunteering for Quantum Leap Farm, a nonprofit Therapeutic & Recreational Horseback Riding Program Serving Veterans, Civilian Adults, and Kids. www.quantumleapfarm.org
Executive Vice President – Tampa Market
Terri graduated, with honors, from the University of Florida with a Bachelor of Science in Finance and Marketing. Terri currently holds her Series 65 license. She is also a Notary Public.
Katie Pemble, CFP®
Senior Relationship Manager
Katie’s broad financial acumen, 30 years experience and her genuine interest in her clients enable her to chart a financial path towards wealth creation and protection for our clients. Katie is the president and founder of Baldwin Pemble Advisors, Inc. and she serves on the board of Axiom Bank in Maitland, Florida. She has been actively involved in the community with countless organizations since moving to Tampa Bay in 1987. She was recently chairman of the American Heart Association Tampa Bay Metro Board and remains a board member. She founded Go Red For Women in Tampa Bay dedicated to reducing deaths among women due to heart disease. She served on the board and as finance committee chair for Bayfront Health Systems, Inc. for eight years and was a founding director serving as inaugural vice-chair of the Foundation for Healthy St. Pete. She currently serves on the board and is finance chair of SPCA of Tampa Bay and is a member of the Investment Oversight Committee for the City of St. Petersburg.
Katie graduated from the University of Florida with a Bachelor of Science in Finance. She holds a Series 65 license, is a Florida realtor proficient in commercial real estate, is a certified risk professional and earned her Certified Financial Planner® designation in 2017.
Chief Operating Officer
Prior to joining SEM, Elliott began his finance career in 2008 at Private Capital Management; a registered investment advisor located in Naples, FL.
Before he began his career in finance, Elliott graduated magna cum laude from Florida Gulf Coast University in 2007 with a B.S. in Finance and a minor in Economics. Elliott currently holds his Series 65 license.
Director of Operations
Nick joined Suncoast Equity Management (“SEM”) in the operations and client services department in January 2019. Prior to joining SEM, he began his professional career in commercial real estate at SkyView Advisors where he served as a Research Analyst. He is a graduate from the University of South Florida where he earned a Bachelor of Science in Finance.
Institutional Relationship Manager
Cole Wasson joined Suncoast Equity Management in October 2021. He is a former 2020 graduate at the University of Tampa, earning both a Bachelor and Master of Science in Finance (MSF) with summa cum laude honors in each program. He was fortunate to graduate with two degrees in 4 years, having skipped his freshman year and enrolling as a sophomore in college. Prior to joining SEM, Cole began his professional career at Henderson Brothers in Pittsburgh, Pennsylvania: a privately owned retirement plan consultant and wealth management shop. Cole intends on using his MSF to become a Chartered Financial Analyst with the CFA Institute, with the goal to broaden SEM’s institutional wealth management relationships. He is currently a Level 3 candidate in the CFA program and is registered for the August 2022 exam.
Client Service Associate
Stacey joined Suncoast Equity Management (SEM) as a Client Service Associate in April 2022. Prior to joining SEM she spent 5 years working at Morgan Stanley. Her years in the financial service industry comprised of roles in Operations, Client Services, and Client Resolutions.
Robin L. Cook
Executive Vice President – Sanibel-Captiva Market
Robin joined Suncoast Equity Management in 2022. She has a long-standing career in the financial services arena with over 30 years of well-rounded experience. Robin specializes in providing comprehensive wealth management services and developing deeply personal client relationships helping high net worth individuals, families, foundations and nonprofits preserve and grow their wealth. Prior to joining SEM Robin served for 8 years as Executive Vice President of Wealth Services at The Sanibel Captiva Trust Company, as a Certified Wealth Strategist at Regions Bank and as a Private Banker at Fifth Third Bank. In these roles Robin established herself as a top performer both in new business development, and client retention which resulted in being recognized multiple years as a “Chairman’s Club” award recipient.
Robin is a resident of Sanibel Island and enjoys being involved in the community. She is a member of Sanibel Captiva Business Women’s Association, Sanibel Captiva Rotary and volunteers for SanCap Cares Golisano Children’s Hospital Fundraising Committee and the Sanibel Captiva Conservation Foundation. Robin has served on boards for the Captiva Historical Society, Gulf Care Inc. retirement community, and The Cape Coral Community Foundation. Robin was recognized as the American Business Women’s Association “Sanibel Captiva American Business Woman of the Year” in 2013 and is a graduate of the “Leadership Cape Coral” program.
Robin has continuously sought out educational opportunities to better serve her clients. Robin completed the ABA’s Graduate School of Banking program the University of Florida in 1999, followed by earning the CERTIFIED WEALTH STRATEGIST™ (CWS®) certification in 2013, and the CERTIFIED TRUST FIDUCIARY ADVISOR™ (CTFA®) certification in 2022. Robin previously held a Florida Insurance license, the General Securities Representative (Series 7) license, and the Uniform Securities Agent (Series 63) license.