A Registered Investment Advisory Firm Since 1973

CLIENT LOGIN

Our Team

Leadership
Asset Management
Private Wealth & Institutional
Trading & Operations
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
VP | Business Services
MARK MYERS
Mark J. Myers
Chief Executive 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, CFP®
Equity Analyst
Phyllis Streit
Phyllis Streit
Chief Financial Officer | Corporate Secretary & Treasurer
DonnaMarie Jackson
DonnaMarie Jackson
EVP & Managing Director of Operations | Chief Technology Officer
Michael McNiven, Ph.D.
Michael McNiven, Ph.D.
Senior Vice President of Strategic Relationships
David W. Berson, Ph.D., CBE
David W. Berson, Ph.D., CBE
Chief Economist
Amy Raymond - Cumberland Advisors Fixed Income Department Manager
Amy Raymond
VP | Trading
David E. Sparks
David E. Sparks
Chairman
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 Coordinator
blue screen
Giselle Casella
Chief Compliance Officer
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

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.

ABOUT

CLIENTS

INVESTMENTS

MEDIA

OUR TEAM

DISCLOSURES

Kane Plaza
1 S. School Ave., Ste. 900
Sarasota, FL 34237

 

800.257.7013