A Registered Investment Advisory Firm Since 1973

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[email protected]
(800) 257-7013 ext. 317

Kevin A. Kowalcyzk

Director, Strategic Relations

Kevin A. Kowalcyzk is Director, Strategic Relations supporting partner firms, wire houses, and financial advisors in California and Arizona. As a seasoned executive in the financial services industry with over 30 years of experience, Kevin has established a strong reputation as a trusted authority in separate accounts, exchange traded funds, mutual funds, and unit investment trusts. Kevin began his career as a financial advisor and a registered investment advisor in Chicago. He has been a wholesaler for the last 15 years in Southern California. Prior to joining Cumberland Advisors, Kevin was employed at First Trust, ProShares, and SmartTrust®. Kevin holds a BS in Finance from the University of Illinois.

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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. 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.

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

 

800.257.7013