Our Team
![David R. Kotok](/sites/default/files/styles/d03/public/2020-11/David%20Kotok%201584_X.jpg?itok=zgliRE6s)
David R. Kotok
Co-Founder and Chief Investment Officer
Co-Founder and Chief Investment Officer
![JOHN R. MOUSSEAU, CFA](/sites/default/files/styles/d03/public/2021-01/John%20Mousseau.jpg?itok=641-g1XC)
John R. Mousseau, CFA
Chief Executive Officer & Director of Fixed Income
Chief Executive Officer & Director of Fixed Income
![MATTHEW C. MCALEER](/sites/default/files/styles/d03/public/2021-07/matt.jpg?itok=ubRIvFe4)
Matthew C. McAleer
President & Director of Private Wealth
President & Director of Private Wealth
![MARK MYERS](/sites/default/files/styles/d03/public/2020-11/Mark%20Myers%20.jpg?itok=I50sDMEO)
Mark Myers
Chief Operating Officer
Chief Operating Officer
![DAISY G. LOPEZ](/sites/default/files/styles/d03/public/2020-11/Daisy%20Lopez%204058_X.jpg?itok=xrj8A5ZN)
Daisy Lopez
Executive Vice President of Operations
Executive Vice President of Operations
![Phyllis Streit](/sites/default/files/styles/d03/public/2020-11/Phyllis%20Streit%20cropped%20by%20CMLB_0.jpg?itok=e7S43b0a)
Phyllis Streit
Chief Financial Officer & Managing Director
Chief Financial Officer & Managing Director
![Timothy Lyle](/sites/default/files/styles/d03/public/2020-11/Tim%20Lyle%204071_X.jpg?itok=QewjbHGE)
Timothy Lyle
Chief Compliance Officer
Chief Compliance Officer
![Benjamin Pease](/sites/default/files/styles/d03/public/2023-10/benjamin-pease.jpg?itok=ozaCLxeQ)
Benjamin Pease
Managing Director of Fixed Income & Chief Innovation Officer
Managing Director of Fixed Income & Chief Innovation Officer
![Patricia Healy, CFA, Senior Vice President of Research & Portfolio Manager for Cumberland Advisors](/sites/default/files/styles/d03/public/2021-11/Patricia%20Healy%20Team%20April%202021-Web.jpg?itok=cd9_uTvd)
Patricia Healy, CFA
Senior Vice President of Research & Portfolio Manager
Senior Vice President of Research & Portfolio Manager
![ROBERT EISENBEIS, PH.D.](/sites/default/files/styles/d03/public/2020-11/Bob%20Eisenbeis%201627_X.jpg?itok=3WIvD1NR)
Robert Eisenbeis, Ph.D.
Vice Chairman & Chief Monetary Economist
Vice Chairman & Chief Monetary Economist
![David W. Berson, Ph.D.](/sites/default/files/styles/d03/public/2022-11/107A4002edit.jpg?itok=oU4GtG7y)
David W. Berson, Ph.D.
Chief US Economist
Chief US Economist
![Todd Engelhardt](/sites/default/files/styles/d03/public/2020-11/Todd%20Engelhardt%204039_X.jpg?itok=hhd88jUt)
Todd Engelhardt
Regional Director of Investments
Regional Director of Investments
![Michael McNiven, Ph.D.](/sites/default/files/styles/d03/public/2020-11/Michael%20McNiven_0.jpg?itok=pP64xebA)
Michael McNiven, Ph.D.
Senior Vice President & Regional Director of Investments
Senior Vice President & Regional Director of Investments
![Michael Blackmon, CFA](/sites/default/files/styles/d03/public/2020-11/Michael%20Blackmon_0.jpg?itok=mm1Lz9jJ)
Michael Blackmon, CFA
Regional Director of Investments
Regional Director of Investments
![Andrew Crawford - Cumberland Advisors Regional Director of Investments](/sites/default/files/styles/d03/public/2021-04/Andrew%20Crawford%20Team.jpg?itok=jBbF8-ML)
Andrew Crawford
Regional Director of Investments
Regional Director of Investments
![Pamela Scott](/sites/default/files/styles/d03/public/2020-11/Pam%20Scott%204104_X.jpg?itok=18tLi8sY)
Pamela Scott
National Accounts Manager
National Accounts Manager
![Amy Raymond - Cumberland Advisors Fixed Income Department Manager](/sites/default/files/styles/d03/public/2020-11/Amy%20Raymond%201591_X.jpg?itok=kgnWB5wA)
Amy Raymond
Fixed Income Department Manager
Fixed Income Department Manager
![Daniel Himelberger](/sites/default/files/styles/d03/public/2020-11/Dan%20Himelberger%204011_X.jpg?itok=3Wl60x5I)
Daniel Himelberger
Portfolio Manager & Fixed Income Analyst
Portfolio Manager & Fixed Income Analyst
![Shaun Burgess](/sites/default/files/styles/d03/public/2020-11/Shawn%20Burgess%204019_X.jpg?itok=G-2HKih7)
Shaun Burgess
Portfolio Manager & Fixed Income Analyst
Portfolio Manager & Fixed Income Analyst
![Charles Metzler](/sites/default/files/styles/d03/public/2021-07/charles_metzler.jpg?itok=1zpqI4rE)
Charles Metzler
Wealth Management Associate
Wealth Management Associate
![Brenda Venditti - Cumberland Advisors Fixed Income Service Manager](/sites/default/files/styles/d03/public/2021-04/Brenda%20Venditti%20Team%20Pic.jpg?itok=X-std90S)
Brenda Venditti
Fixed-Income Service Manager
Fixed-Income Service Manager
![Erica Derricks - Executive Secretary to John Mousseau](/sites/default/files/styles/d03/public/2021-04/Erica%20Derricks%20Team.jpg?itok=lPQh0RhB)
Erica Derricks
Executive Secretary to John Mousseau
Executive Secretary to John Mousseau
![Norman Dempsey](/sites/default/files/styles/d03/public/2020-11/Norm%20Dempsey%204301_X.jpg?itok=SGRZ6jY2)
Norman Dempsey
IT Solutions Engineer & Digital Innovation Architect
IT Solutions Engineer & Digital Innovation Architect
![Maribel Echevarria](/sites/default/files/styles/d03/public/2020-11/Maribel%20Echevarria%204018_X.jpg?itok=rtmGZDlg)
Maribel Echevarria
Senior Vice President of Trading
Senior Vice President of Trading
![Shea Slawson](/sites/default/files/styles/d03/public/2020-11/Shea%20Slawson%204097_X.jpg?itok=a_g7I2rA)
Shea Slawson
Equity Trader & ETF Analyst
Equity Trader & ETF Analyst
![DonnaMarie Jackson](/sites/default/files/styles/d03/public/2022-04/DonnaMarie%20Jackson%204080_X.jpeg?itok=YqNQf5sr)
DonnaMarie Jackson
Vice President Information Systems
Vice President Information Systems
![Connie Lopez](/sites/default/files/styles/d03/public/2020-11/Connie%20Lopez_X.jpg?itok=UJC6vSXY)
Connie Lopez
Vice President of Operations Dept
Vice President of Operations Dept