A Registered Investment Advisory Firm Since 1973

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Leadership Team

Leadership
Advisors
Private Wealth
Institutional
David E. Sparks
David E. Sparks
Chairman
David R. 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
MARK MYERS
Mark Myers
Chief Operating Officer
DAISY G. LOPEZ
Daisy Lopez
Executive Vice President of Operations
Phyllis Streit
Phyllis Streit
Managing Director & Chief Financial Officer

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