Hurricane Ian Notice

Due to the impending Hurricane Ian and its impact on the Sarasota area; Cumberland Advisors has mobilized and relocated our disaster recovery team to our Vineland, NJ office. If the storm does affect the Sarasota area, Cumberland Advisors’ staff members are on standby, and ready to provide you with any assistance you may need.  Our phone lines and emails will be monitored, and we will respond to matters on a priority basis.
 
For any urgent concerns you may also contact the following individuals by email directly:

For our clients residing in the Sarasota area, Cumberland Advisors knows nothing is more important than the safety of you and your family. We urge you to take the necessary steps to protect your loved ones. Check your supplies and make sure you have plenty of fresh water, flashlights, and a battery-operated radio. Cumberland values our customers’ security and peace of mind, and our goal is to provide outstanding service.
 
Thank you for entrusting us to continue to provide you service and may all stay safe.

 

Our Team

David Kotok
David R. Kotok
Chairman & Chief Investment Officer
JOHN R. MOUSSEAU, CFA
John R. Mousseau, CFA
President, Chief Executive Officer, & Director of Fixed Income
MATTHEW C. MCALEER
Matthew C. McAleer
Executive Vice President & Director of Equity Strategies
MARK MYERS
Mark Myers
Chief Operating Officer
DAISY G. LOPEZ
Daisy Lopez
Executive Vice President of Operations
Phyllis Streit
Phyllis Streit
Managing Director & Chief Financial Officer
ROBERT EISENBEIS, PH.D.
Robert Eisenbeis, Ph.D.
Vice Chairman & Chief Monetary Economist
William H. Witherell, Ph.D.
William H. Witherell, Ph.D.
Chief Global Economist
Timothy Lyle
Timothy Lyle
Chief Compliance Officer
Patricia Healy, CFA, Senior Vice President of Research & Portfolio Manager for Cumberland Advisors
Patricia Healy, CFA
Senior Vice President of Research & Portfolio Manager
LEO CHEN, PH.D.
Leo Chen, Ph.D.
Quantitative Strategist
Todd Engelhardt
Todd Engelhardt
Regional Director of Investments
Michael McNiven, Ph.D.
Michael McNiven, Ph.D.
Senior Vice President & Regional Director of Investments
Michael Blackmon, CFA
Michael Blackmon, CFA
Regional Director of Investments
Andrew Crawford - Cumberland Advisors Regional Director of Investments
Andrew Crawford
Regional Director of Investments
Chris Drago - Cumberland Advisors Regional Director of Investments
Chris Drago
Regional Director of Investments
Amy Raymond - Cumberland Advisors Fixed Income Department Manager
Amy Raymond
Fixed Income Department Manager
Daniel Himelberger
Daniel Himelberger
Portfolio Manager & Fixed Income Analyst
Shaun Burgess
Shaun Burgess
Portfolio Manager & Fixed Income Analyst
Charles Metzler
Charles Metzler
Wealth Management Associate
Pamela Scott
Pamela Scott
National Accounts Manager
Brenda Venditti - Cumberland Advisors Fixed Income Service Manager
Brenda Venditti
Fixed-Income Service Manager
Erica Derricks - Executive Secretary to John Mousseau
Erica Derricks
Executive Secretary to John Mousseau
Norman Dempsey
Norman Dempsey
IT Solutions Engineer & Digital Innovation Architect
Maribel Echevarria
Maribel Echevarria
Senior Vice President of Trading
Shea Slawson
Shea Slawson
Equity Trader & ETF Analyst
Donna Sooy
Donna Sooy
Senior Vice President of Operations and AML Officer
DonnaMarie Jackson
DonnaMarie Jackson
Vice President Information Systems
Connie Lopez
Connie Lopez
Vice President of Operations Dept