DonnaMarie Valles, joined Cumberland Advisors in 2008. When Cumberland Advisors transitioned their headquarters to Sarasota, Florida in 2010, she transferred to the new office. After moving, Ms. Valles attended the University of South Florida, where she earned a B.A. in Finance. Ms. Valles has also earned her certificate in Financial Planning and is studying to sit for the Certified Financial Planner exam.
Ms. Valles serves as a Portfolio Manager and ETF Analyst for Cumberland Advisors’ Equity Department. Included in her responsibilities are ETF analyses, ETF Issuer relations, trading ETFs for Cumberland Advisors’ Equity desk, and evaluating equity portfolios’ asset allocations.
In her time outside of Cumberland Advisors, she enjoys participating in community activities, attending concerts, and traveling.