Our Team

Shaun Burgess
Shaun Burgess
PM Strategist
Daniel Himelberger
Daniel Himelberger
Portfolio Manager & Trader
Brenda Venditti - Cumberland Advisors Fixed Income Service Manager
Brenda Venditti
Senior Trade Settlement Specialist
Maribel Echevarria
Maribel Echevarria
Senior Reconciliation Specialist
Shea Slawson
Shea Slawson
Senior Equity Analyst
JOHN R. MOUSSEAU, CFA
John R. Mousseau, CFA
Vice Chairman & Chief Investment Officer
Timothy Lyle
Timothy Lyle
Chief Compliance Officer
MATTHEW C. MCALEER
Matthew C. McAleer
President & Managing Director of Private Wealth
Connie Lopez
Connie Lopez
Vice President, Business Services
MARK MYERS
Mark J. Myers
Chief Executive Officer & Chief Operations Officer
Erica Derricks - Executive Secretary to John Mousseau
Erica Derricks
Administrative Assistant
Patricia Healy, CFA, Senior Vice President of Research & Portfolio Manager for Cumberland Advisors
Patricia Healy, CFA
Senior Vice President of Research
Charles Metzler
Charles Metzler
Equity Analyst
Phyllis Streit
Phyllis Streit
Chief Financial Officer & Corporate Secretary
DonnaMarie Jackson
DonnaMarie Jackson
EVP, Managing Director of Operations & Chief Technology Officer
Michael McNiven, Ph.D.
Michael McNiven, Ph.D.
Director, Strategic Relationships
David W. Berson, Ph.D.
David W. Berson, Ph.D.
Chief Economist
Amy Raymond - Cumberland Advisors Fixed Income Department Manager
Amy Raymond
VP Trading
Todd Engelhardt
Todd Engelhardt
Senior Investment Advisor Representative
Benjamin Pease
Benjamin C. Pease
EVP, Managing Director of Asset Management & Chief Innovation Officer
Pamela Scott
Pamela Scott
VP Strategic Relationships
Andrew Crawford - Cumberland Advisors Regional Director of Investments
Andrew Crawford
Director, Strategic Relationships
Michael Blackmon, CFA
Michael Blackmon, CFA
Senior Investment Advisor
David R. Kotok
David R. Kotok
Co-Founder & Strategic Advisor