A Registered Investment Advisory Firm Since 1973

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Private Wealth Management Team

Leadership
Advisors
Private Wealth
Institutional
David Kotok
David R. Kotok
Co-Founder and Chief Investment Officer
JOHN R. MOUSSEAU, CFA
John R. Mousseau, CFA
Chief Executive Officer & Director of Fixed Income
MATTHEW C. MCALEER
Matthew C. McAleer
President & Director of Private Wealth
Todd Engelhardt
Todd Engelhardt
Regional Director of Investments
Michael McNiven, Ph.D.
Michael McNiven, Ph.D.
Senior Vice President & Regional Director of Investments
Michael Blackmon, CFA
Michael Blackmon, CFA
Regional Director of Investments
Charles Metzler
Charles Metzler
Wealth Management Associate

Cumberland Advisors 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. This presentation does not purport to be a complete description of our investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. 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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One Sarasota Tower
2 N. Tamiami Tr., Ste. 303
Sarasota, FL 34236

 

800.257.7013