Marquis Who's Who Honors Dave Harden for Expertise in Finance and Investment Services
Press Release June 25, 2026
Dave Harden is celebrating 33 years of distinguished service in the finance industry
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Mr. Harden's leadership has been recognized through numerous industry accolades including Top Advisory Firm by Newsweek in 2023 and 2025.

BOUNTIFUL, UT, June 25, 2026 /24-7PressRelease/ -- Dave Harden has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Mr. Harden has established a distinguished 33-year career in the investment industry, marked by leadership, innovation, and a commitment to helping others achieve financial security. As founder, chief executive officer and chief investment officer of Summit Global Investments LLC in Greater Salt Lake City since 2010, he has guided the firm through significant growth and transformation. Over the past 16 years, Mr. Harden has managed a team of 40 employees, overseeing daily operations that include reviewing markets and stocks, identifying areas for improvement, meeting with the investment team, holding one-on-one discussions with senior staff, collaborating with clients and assisting sales and relationship staff in expanding the firm's reach. He is also responsible for developing strategies to address complex issues and making critical market decisions. Mr. Harden takes particular pride in his evolution from a chief investment officer managing billions of dollars to a chief executive officer who leads people—a transition he regards as one of his most significant professional achievements. Remaining at the helm of Summit Global Investments for over a decade and a half stands as a testament to his resilience and adaptability.

Prior to founding Summit Global Investments, Mr. Harden served as vice president and senior portfolio manager at Ensign Peak Advisors Inc. from 2006 to 2012. In this capacity, he was instrumental in managing institutional investments and developing strategies that contributed to the organization's long-term success.

From 2004 to 2006, Mr. Harden served as vice president at Evergreen Investments, where he further honed his expertise in portfolio management and client relations.

His earlier experience includes serving as a consultant at Wellington Management from 2000 to 2004, where he provided strategic advice on investment products and processes.

Mr. Harden began his career at Fidelity Investments as an account executive from 1993 to 2000. While attending college, he worked full-time at Fidelity Investments, gaining invaluable experience under the mentorship of renowned fund manager Peter Lynch. This early exposure solidified his passion for investment management and set the foundation for his future accomplishments.

Throughout his career, Mr. Harden has developed recognized expertise in leadership, relationship management, process development and delegation, as well as investments, skills that have been integral to his professional success.

Mr. Harden's academic background includes a Master of Science in computer science from Boston University in 2002 and a Bachelor of Arts in business from Boston College in 1999. His time at Boston College was particularly formative as he balanced rigorous studies with full-time employment and family responsibilities. The discipline required during these years contributed significantly to his later achievements in both business and life.

He attributes much of his success to the unwavering support of his family, whose sacrifices enabled him to dedicate long hours to his profession. Mr. Harden also credits his faith for guiding his journey and draws inspiration from historical figures such as Abraham Lincoln, whose perseverance and integrity resonate deeply with him. He believes that hard work and strong character are essential components of lasting achievement.

The impetus for founding Summit Global Investments was deeply personal: In 2008, after witnessing his father's concerns about retirement savings during a market downturn—and being unable to assist due to institutional constraints—Mr. Harden resolved to create a firm dedicated to helping individuals manage their finances effectively. The early years were challenging; he did not earn income for four years but found fulfillment in assisting clients like a firefighter preparing for retirement. These experiences reinforced his conviction that the true purpose of his work is to help people realize goals they might not achieve alone.

Beyond his professional endeavors, Mr. Harden is actively engaged in civic service and community organizations. He serves on the advisory council for the International Center for Law and Religion Studies. He has dedicated five years to serving as an Eagle Scout and Boy Scout master with Scouting America (formerly the Boy Scouts of America). His volunteer efforts include supporting the Festival of Trees, benefiting Primary Children's Hospital's neonatal intensive care unit, participating in Christian ministry work, and contributing time to the Utah Down Syndrome Foundation.

Mr. Harden's leadership has been recognized through numerous industry accolades including Top Advisory Firm by Newsweek in 2023 and 2025; Best Mutual Funds by Investor Business Daily from 2020 through 2025; PSN Top Guns Award from Informa Financial Intelligence in 2020, 2022 and 2024; ESG Strategy of the Year by Institutional Asset Management Awards in 2019; and Active US Large Cap Strategy of the Year also in 2019.

In his personal life, Mr. Harden is devoted to his family—raising three sons and two daughters—and enjoys boating, water skiing, surfing, mountain biking and other water-based activities.

Looking ahead, Mr. Harden is focused on expanding Summit Global Investments' impact by helping many more individuals and families prepare for their financial futures. He aims to substantially grow the firm's assets under management by expanding its advisor base and reaching hundreds of thousands more accounts, while maintaining a steadfast commitment to preparation and strategic planning. His ongoing mission remains centered on empowering people to "win the day" through thoughtful organization, planning and execution—ensuring that each client is equipped for lasting success.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. The suite of Marquis® publications, including Who's Who in America® and Who's Who in the World®, remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the globe. Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.

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