Our Team
Maribel Echevarria
Senior Reconciliation Specialist
Senior Reconciliation Specialist
Connie Lopez
Business Services Manager
Business Services Manager
Erica Derricks
Administrative Assistant
Administrative Assistant
Charles W. Metzler, CFP®, CFA®
Equity Analyst
Equity Analyst
DonnaMarie Jackson
Managing Director of Operations & IT
Managing Director of Operations & IT
John R. Mousseau, CFA
Chief Investment Officer
Chief Investment Officer
David W. Berson, Ph.D., CBE
Chief Economist
Chief Economist
Matthew C. McAleer
President of Private Wealth Management
President of Private Wealth Management
Benjamin C. Pease
President of Asset Management
President of Asset Management
Mark J. Myers
Chief Operating Officer
Chief Operating Officer
Giselle Casella
Chief Compliance Officer
Chief Compliance Officer
Patricia Healy, CFA
Director of Fixed Income Research
Director of Fixed Income Research
Ira Baron
Director, Strategic Relationships
Director, Strategic Relationships
Phyllis Streit
Chief Financial Officer | Treasurer
Chief Financial Officer | Treasurer
Michael McNiven, Ph.D.
Investment Advisor Representative
Investment Advisor Representative
Amy Raymond
Senior Fixed Income Trader
Senior Fixed Income Trader
Pamela Scott
Strategic Relationships Coordinator
Strategic Relationships Coordinator
Shaun Burgess
PM Strategist
PM Strategist
Daniel Himelberger
Portfolio Manager & Trader
Portfolio Manager & Trader
Brenda Venditti
Senior Trade Settlement Specialist
Senior Trade Settlement Specialist
David R. Kotok
Co-Founder & Strategic Advisor to the Cumberland Advisors' Board
Co-Founder & Strategic Advisor to the Cumberland Advisors' Board
