Financial Markets and the Economy – Financial Literacy Day 2017

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Cumberland Advisors and the University of South Florida Sarasota-Manatee were proud host Financial Literacy Day on March 30, 2017. This event featured panel discussions by experts on:

  • Fiduciary/Trustee Roles and Responsibilities
  • Women’s Financial Issues
  • Investment Options/Outlook for Investors and Financial Markets
  • The Global Economic Outlook

The keynote remarks were given by William C. Dudley, President and CEO of the Federal Reserve Bank of New York.

USF Sarasota-Manatee at the Selby Auditorium
8350 N. Tamiami Trail
Sarasota, FL 34243

Financial Literacy Day 2017 Featured Speakers:

  • David Kotok, Chairman & CIO, Cumberland Advisors
  • David BersonSenior Vice President and Chief Economist, Nationwide Mutual
  • Michael ChrisztVice President & Public Affairs Officer, Federal Reserve Bank of Atlanta
  • Tracy CollinsAssistant Professor of Economics, New College of Florida
  • Neal D. ColtonFormer Shareholder (retired), Cozen O’Connor (Philadelphia, PA) 
  • Ray Dillon, President & CEO, Deltic Timber Corporation (Retired)
  • Michael DruryChief Economist, McVean Trading & Investments, LLC.
  • Megan Greene, Managing Director and Chief Economist, Manulife Asset Management
  • Edward F. Keon, Jr.Managing Director and Portfolio Manager, QMA 
  • Kozo KoideChief Economist, Asset Management One Co. Ltd. (Japan)
  • Ramiro Lopez Larroy, Partner & Director, Integras Capital
  • Cheryl LoefflerRealtor & Former Chairman Board of Trustees of Ringling College of Art & Design
  • Laura Mattia PhD., CFP ®Financial Planning Program Director, University of South Florida
  • Michael McNiven, PhD., Managing Director & Portfolio Manager, Cumberland Advisors
  • John Mousseau, CFA, Executive Vice President and Director of Fixed Income, Cumberland Advisors
  • Dr. Donal O’SheaPresident & Professor of Mathematics – Natural Sciences, New College of Florida
  • Kimberly Walker, Attorney specializing in Labor & Employment, Williams Parker


  • Judy Hangartner, CPAAssistant Professor, State College of Florida
  • Alison GardnerFirst Vice President — Wealth Management, Morgan Stanley
  • Michael McKee, Radio Host and Economic Editor for Bloomberg Television
  • Janet SperlingSenior Vice President, Investments, WMS, Raymond James (Sarasota, FL)

Dedication of the David Kotok/Cumberland Advisors Financial Information Laboratory

The day also featured the dedication of the new David Kotok/Cumberland Advisors Financial Information Laboratory equipped with Bloomberg Professional Services.

Bloomberg Terminal Ribbon Cutting at USF Sarasota-Manatee Financial Literacy Day 2017
Dr. James Curran of USF Sarasota-Manatee watches along with William C. Dudley, CEO Federal Reserve Bank of New York and other as David Kotok of Cumberland Advisors performs the ribbon cutting during the dedication of Bloomberg Terminals. The gift from Cumberland Advisors enables USF students and professionals in the financial service sector to monitor and analyze real-time financial market data along with news, price quotes, and messaging capability.

This new Lab  provides access to the same data and analysis used by financial experts and managers around the world to students across the Sarasota-Manatee region. David Kotok and Cumberland Advisors were featured in the October 2016 edition of SCENE Magazine (pg. 50 – 51), explaining the importance of having these services accessible to financial professionals and students in the Sarasota-Manatee area.

Financial Literacy Day in the News
Scene Magazine Article – Financial Literacy

The David Kotok and Cumberland Advisors Bloomberg Lab



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