Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $3 billion in assets.
Cumberland Advisors along with the Global Interdependence Center and the University of South Florida Sarasota-Manatee held their Second Annual Financial Literacy Day event in Sarasota, Florida on April 5th, 2018. The keynote speaker was Dr. Raphael Bostic, President and Chief Executive Officer of the Federal Reserve Bank of Atlanta. He joined David Kotok on stage […]
Dr. Michael D. McNiven, Managing Director and Portfolio Manager at Cumberland Advisors, joins Dr. James Curran, Dean of College of Business at USF Sarasota-Manatee, to discuss their upcoming event, Financial Literacy Day. Attendees of Financial Literacy Day: An Update on the Financial Markets & Economy can receive continuing ed credit from the following orgs: • AFCPE […]
John Mousseau & Matt McAleer are featured on Suncoast Speaks to talk about about Financial Literacy Day. Chuck Englund dives into financial literacy and what attendees can expect to hear and learn at Financial Literacy Day. USF Sarasota-Manatee, Cumberland Advisors and the Global Interdependence Center are partnering to host Financial Literacy Day on April 5th, 2017. […]
David Kotok appeared on Suncoast View March 26, 2018. Markets, interest rates, bitcoin, and the Second Annual Financial Literacy Day were talked about. A who’s who of financial experts including Raphael Bostic, president and CEO of the Federal Reserve Bank of Atlanta will be there. This all-day event at the USF Sarasota-Manatee campus, 8350 N. […]
Banks and the banking system are a big part of the April 5 Financial Literacy Day to be held in Sarasota at the Selby Auditorium on the University of South Florida Sarasota-Manatee (USFSM) campus. We are going to hear from Federal Reserve President Raphael Bostic, whose Atlanta-headquartered district includes the State of Florida. So by […]
A day filled with financial knowledge, scheduled for April 5 at the University of South Florida Sarasota-Manatee, could be for you. It’s the second annual Financial Literacy Day, hosted by USF Sarasota-Manatee and the nonprofit Global Interdependence Center and sponsored by Sarasota-based Cumberland Advisors.
The stock market will be a prominent topic at the April 5 Financial Literacy Day in Selby Auditorium on the USFSM Sarasota campus. In the first stock market session, nationally known technical analyst Katie Stockton will pair with Cumberland’s quantitative mathematician, Professor Leo Chen, in a broad discussion of techniques used in stock market management. […]
Cumberland Advisors in partnership with the University of South Florida, Sarasota-Manatee (USFSM) and the Global Interdependence Center (GIC), with support from the Financial Planners Association (FPA), are proud to announce the 2nd annual Financial Literacy Day which will be held in Sarasota, FL at USFSM on Thursday, April 5, 2018. Several nationally recognized speakers are […]
Sarasota-based financial firm Cumberland Advisors and Cumberland’s founder and Chief Investment Officer David Kotok recently donated 12 Bloomberg terminals, the bread and butter to Wall Street traders and portfolio investors worldwide, to the University of South Florida Sarasota-Manatee. The gift equals about $60,000 and pays for a one-year subscription to the Bloomberg system.
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