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 - Cumberland Advisors Senior Vice President of Research & Portfolio Manager
Patricia Healy, CFA
Senior Vice President of Research & Portfolio Manager
LEO CHEN, PH.D.
Leo Chen, Ph.D.
Portfolio Manager & 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
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
Systems Manager
Connie Lopez
Connie Lopez
Operations Manager
Divad S. Valles
Divad S. Valles
New Accounts Manager