Contact Cumberland Advisors

Our People

Investment Advisors

David R. Kotok Chairman & Chief Investment Officer
800-257-7013 Ext 320
Robert Eisenbeis, Ph.D. Vice Chairman & Chief Monetary Economist
800-257-7013 Ext 311
John R. Mousseau, CFA Executive Vice President & Director of Fixed Income
800-257-7013 Ext 307
Bill Witherell, Ph.D. Chief Global Economist & Portfolio Manager
800-257-7013 Ext 338
Michael McNiven, Ph.D. Managing Director & Portfolio Manager
800-257-7013 Ext 316
Matthew McAleer Managing Director & Portfolio Manager
800-257-7013 Ext 346

Administrative

Timothy J. Lyle Compliance Officer
800-257-7013 Ext 350
Daisy G. Lopez Executive Vice President of Operations
800-257-7013 Ext 317
Phyllis Streit Managing Director, Chief Financial Officer
800-257-7013 Ext 334
Donna Sooy Senior Vice President of Operations
800-257-7013 Ext 314
Maribel Echevarria Senior Vice President of Trading
800-257-7013 Ext 310
Sharon Prizant Managing Director & Director of Marketing
800-257-7013 Ext 335

Investment Advisors’ Assistant

Nelida Vidro Executive Secretary to David R. Kotok
800-257-7013 Ext 321
Julie Takeda Administrative Assistant
800-257-7013 Ext 309
Samantha Jackson Administrative Assistant
800-257-7013 Ext 308
Amy Raymond Portfolio/Trading Assistant
800-257-7013 Ext 305

Operations

Brenda Venditti Head Trader
800-257-7013 Ext 306
Pam Scott National Accounts Manage
800-257-7013 Ext 341
Divad S. Valles Sr. Administrative Assistant to Operations
800-257-7013 Ext 337
Rosalind Bailey Sr. Administrative Assistant – Operations
800-257-7013 Ext 326
Donna Marie Valles Equity Analyst & Trading Associate
800-257-7013 Ext 336
Desiree Metcalf Administrative Assistant – Bookkeeping
800-257-7013 Ext 301
Melissa Rio Assistant-Operations
800-257-7013 Ext 342
Steven Hall Director of Information Technology
800-257-7013 Ext 324
Shaun Burgess Portfolio Manager & Fixed Income Analyst
800-257-7013 Ext 319
Daniel Himelberger Portfolio Manager & Fixed Income Analyst
800-257-7013 Ext 343
Dawn Saroniero Assistant-Operations
800-257-7013 Ext 344
Yvonne Dziadkowiec Assistant-Operations
800-257-7013 Ext 347
Vladislav Nocar Systems Administrator
800-257-7013 Ext 329

Executive Committee

David R. Kotok

David R. Kotok

Chairman of the Board & Chief Investment Officer
800.257.7013

John Mousseau

John R. Mousseau, CFA

President, Chief Executive Officer & Director of Fixed Income
800.257.7013

Dr. Robert A. Eisenbeis serves as Cumberland Advisors’ Vice Chairman and Chief Monetary Economist

Robert Eisenbeis, Ph.D.

Vice Chairman & Chief Monetary Economist
800.257.7013

Dr. Robert A. Eisenbeis serves as Cumberland Advisors’ Vice Chairman and Chief Monetary Economist. He was formerly Executive Vice-President and Director of Research at the Federal Reserve Bank of Atlanta.

Matt McAleer Small Portrait

Matthew C. McAleer

Executive Vice President and Director of Equity Strategies
800.257.7013

Mark Myers

Chief Operating Officer
800.257.7013

Daisy Lopez

Daisy G. Lopez

Executive Vice President of Operations
800.257.7013

Phylis Streit

Phyllis Streit

Chief Financial Officer
800.257.7013

Sharon Prizant

Sharon Prizant

Director of Community Engagement
800.257.7013

Timothy J. Lyle

Chief Compliance Officer
800.257.7013 Ext 350

Investment Department

William "Bill" Witherell, Ph.D.

Bill Witherell, Ph.D.

Chief Global Economist & Portfolio Manager
800.257.7013

Patricia Healy, CFA

Patricia Healy, CFA

Senior Vice President of Research and Portfolio Manager
800.257.7013

Dan Himelberger

Daniel Himelberger

Portfolio Manager & Fixed Income Analyst
800.257.7013

Shaun Burgess

Shaun Burgess

Portfolio Manager & Fixed Income Analyst
800.257.7013

Leo Chen

Leo Chen, Ph.D.

Portfolio Manager & Quantitative Strategist
800.257.7013

Michael Blackmon of Cumberland Advisors

Michael Blackmon, CFA

Portfolio Manager & Regional Director of Investments
800.257.7013 Ext 349

Business Development

Michael McNiven, Ph.D.

Michael McNiven, Ph.D.

Senior Vice President & Regional Director of Investments
800.257.7013 Ext 316

Andrew Crawford

Andrew Crawford

Regional Director of Investments
800.257.7013 Ext 366

Todd Engelhardt Portrait 129x150

Todd Engelhardt

Regional Director of Investments
800.257.7013 Ext 371

Pam Scott

Sales Support Manager
800.257.7013 Ext 341

cumber map
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. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or 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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