A Registered Investment Advisory Firm Since 1973

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Leadership Team

Leadership
Asset Management
Private Wealth & Institutional
Trading & Operations
MARK MYERS
Mark J. Myers
Chief Operating Officer
JOHN R. MOUSSEAU, CFA
John R. Mousseau, CFA
Chief Investment Officer
MATTHEW C. MCALEER
Matthew C. McAleer
President of Private Wealth Management
Benjamin Pease
Benjamin C. Pease
President of Asset Management
Phyllis Streit
Phyllis Streit
Chief Financial Officer | Treasurer
DonnaMarie Jackson
DonnaMarie Jackson
Managing Director of Operations & IT
David R. Kotok
David R. Kotok
Co-Founder & Strategic Advisor to the Cumberland Advisors' Board
David W. Berson, Ph.D., CBE
David W. Berson, Ph.D., CBE
Chief Economist
Giselle Casella
Giselle Casella
Chief Compliance 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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Kane Plaza
1 S. School Ave., Ste. 900
Sarasota, FL 34237

 

800.257.7013