DonnaMarie Valles joined Cumberland Advisors in 2008 and currently serves as a Systems Manager. She is responsible for the implementation of Cumberland Advisors’ Global Wealth Platform (GWP) initiative, handling training and implementation of the platform across the enterprise.
DonnaMarie holds a B.A. in Finance from the University of South Florida where she also earned her certificate in Financial Planning.
Ms. Valles has served in the past as a Portfolio Manager and ETF Analyst for Cumberland Advisors’ Equity Department. Her responsibilities included at the time 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.