Contact Cumberland Advisors

Our People

Executive Committee

David R. Kotok

Chairman and Chief Investment Officer
800.257.7013

Robert Eisenbeis, Ph.D.

Vice Chairman & Chief Monetary Economist
800.257.7013

John R. Mousseau, CFA

Executive Vice President & Director of Fixed Income
800.257.7013

Michael McNiven, Ph.D.

Michael McNiven, Ph.D.

Managing Director & Portfolio Manager
800.257.7013 Ext 316

Matthew C. McAleer

Managing Director & Portfolio Manager
800.257.7013

Daisy G. Lopez

Executive Vice President of Operations
800.257.7013

Phyllis Streit

Managing Director, Chief Financial Officer
800.257.7013

Sharon Prizant

Managing Director & Director of Marketing
800.257.7013

Timothy J. Lyle

Compliance Officer
800.257.7013 Ext 350

Investment Department

Bill Witherell, Ph.D.

Chief Global Economist & Portfolio Manager
800.257.7013

Patricia Healy, CFA

Senior Vice President of Research and Portfolio Manager
800.257.7013

DonnaMarie Valles

Portfolio Manager & ETF Analyst
800.257.7013

Gabriel Hament of Cumberland Advisors

Gabriel Hament

Foundations and Charitable Accounts
800.257.7013

Daniel Himelberger

Portfolio Manager & Fixed Income Analyst
800.257.7013

Shaun Burgess

Portfolio Manager & Fixed Income Analyst
800.257.7013

Leo Chen, Ph.D.

Portfolio Manager & Quantitative Strategist
800.257.7013

Michael Blackmon of Cumberland Advisors

Michael Blackmon, CFA

Portfolio Manager & Director of Investments
800.257.7013 349

Business Development

Michael McNiven, Ph.D.

Michael McNiven, Ph.D.

Managing Director & Portfolio Manager
800.257.7013 Ext 316

Pam Scott

Sales Support Manager
800.257.7013 Ext 341

Robert Malvenda

Northern Region Director of Investments
800.257.7013 Ext 332

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Cumberland AdvisorsĀ® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services.

Please feel free to forward our commentaries (with proper attribution) to others who may be interested.

For a list of all equity recommendations for the past year, please contact Timothy J. Lyle at 800-257-7013, ext. 350. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.

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