A Registered Investment Advisory Firm Since 1973

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Our Team

Leadership
Asset Management
Private Wealth & Institutional
Trading & Operations
Maribel Echevarria
Maribel Echevarria
Senior Reconciliation Specialist
Connie Lopez
Connie Lopez
Business Services Manager
Erica Derricks - Executive Secretary to John Mousseau
Erica Derricks
Administrative Assistant
DonnaMarie Jackson
DonnaMarie Jackson
Managing Director of Operations & IT
David W. Berson, Ph.D., CBE
David W. Berson, Ph.D., CBE
Chief Economist
JOHN R. MOUSSEAU, CFA
John R. Mousseau, CFA
Chief Investment Officer
Benjamin Pease
Benjamin C. Pease
President of Asset Management
MATTHEW C. MCALEER
Matthew C. McAleer
President of Private Wealth Management
Giselle Casella
Giselle Casella
Chief Compliance Officer
MARK MYERS
Mark J. Myers
Chief Operating Officer
Ira Baron
Ira Baron
Director, Strategic Relationships
Patricia Healy, CFA, Senior Vice President of Research & Portfolio Manager for Cumberland Advisors
Patricia Healy, CFA
Director of Fixed Income Research
Phyllis Streit
Phyllis Streit
Chief Financial Officer | Treasurer
Michael McNiven, Ph.D.
Michael McNiven, Ph.D.
Investment Advisor Representative
Amy Raymond - Cumberland Advisors Fixed Income Department Manager
Amy Raymond
Senior Fixed Income Trader
Pamela Scott
Pamela Scott
Strategic Relationships Coordinator
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
David R. Kotok
David R. Kotok
Co-Founder & Strategic Advisor to the Cumberland Advisors' Board

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