Our People

Executive Committee

David R. Kotok

Chairman of the Board & Chief Investment Officer
800.257.7013

John R. Mousseau, CFA

President, Chief Executive Officer & Director of Fixed Income
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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.

Matthew C. McAleer

Executive Vice President and Director of Equity Strategies
800.257.7013

Mark Myers

Chief Operating Officer
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Daisy G. Lopez

Executive Vice President of Operations
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Phyllis Streit

Chief Financial Officer
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Sharon Prizant

Director of Community Engagement
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Timothy J. Lyle

Chief Compliance Officer
800.257.7013 Ext 350

Investment Department

Bill Witherell, Ph.D.

Chief Global Economist & Portfolio Manager
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Patricia Healy, CFA

Senior Vice President of Research and Portfolio Manager
800.257.7013

Daniel Himelberger

Portfolio Manager & Fixed Income Analyst
800.257.7013

Shaun Burgess

Portfolio Manager & Fixed Income Analyst
800.257.7013

Leo Chen, Ph.D.

Portfolio Manager & Quantitative Strategist
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Michael Blackmon, CFA

Portfolio Manager & Regional Director of Investments
800.257.7013 Ext 349

Business Development

Michael McNiven, Ph.D.

Senior Vice President & Regional Director of Investments
800.257.7013 Ext 316

Andrew Crawford

Regional Director of Investments
800.257.7013 Ext 366

Todd Engelhardt

Regional Director of Investments
800.257.7013 Ext 371

Pam Scott

Sales Support Manager
800.257.7013 Ext 341

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.