John R. Mousseau, CFA

President, Chief Executive Officer & Director of Fixed Income

John R. Mousseau, CFA, joined the firm in September 2000. He is currently President and Chief Executive Officer, and the Director of Fixed Income at Cumberland Advisors. In this capacity, Mr. Mousseau is a portfolio manager and has overall responsibility for portfolio construction, management, analysis, trading, and research for all tax-free and taxable bond accounts.

Mr. Mousseau has over 30 years of investment management experience. Prior to Cumberland, he was the Director of Municipal Bond Investments for Lord Abbett & Company. He also worked previously for Shearson Lehman Brothers and E.F. Hutton. His comments and analyses have appeared in The Bond Buyer, Barron’s, the Wall Street Journal, Bloomberg, Forbes, The Philadelphia Inquirer, the New York Times, the San Francisco Chronicle, the Newark Star-Ledger, and others. In addition, he has appeared Bloomberg Television and Radio, Reuters, CNBC, and on Sarasota-Manatee’s local media for commentary on fixed-income and the broader financial markets. He continues to speak at various industry conferences, and has been a guest lecturer at Florida International University.

Mr. Mousseau holds an A.B. in economics from Georgetown University and an M.A. in economics from Brown University, and he is a Chartered Financial Analyst®. He is a member of the Philadelphia Council for Business Economics (PCBE), the National Federation of Municipal Analysts (NFMA), the National Association of Business Economics (NABE), the Washington Association of Money Managers (WAMM), and the National Economists Club (NEC). He is a member of the New York Society of Security Analysts, where he served on the Society’s High Net Worth Investors Committee. He is a past chair of the Municipal Bond Buyers Conference and is still a current active member. In addition, he has served as an instructor at the New York Institute of Finance and Bond Market Association.

Mr. Mousseau resides in Sarasota, Florida, is active in alumni affairs at Georgetown University, and is President-elect of the Rotary Club of Sarasota Bay. Prior to moving to Sarasota, he was involved with the Rotary and YMCA in Maplewood, New Jersey. He is a member of the Tampa Bay chapter of the CFA Institute. Mr. Mousseau co-authored the book, Adventures in Muniland.

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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. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or 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.