Investment Trading & Operations

DonnaMarie Jackson
DonnaMarie Jackson
EVP & Managing Director of Operations | Chief Technology Officer
Amy Raymond - Cumberland Advisors Fixed Income Department Manager
Amy Raymond
VP | Trading
Daniel Himelberger
Daniel Himelberger
Portfolio Manager & Trader
Austin Hackenberg
Austin Hackenberg
Fixed Income Trader
Shea Slawson
Shea Slawson
Senior Equity Analyst
Charles Metzler
Charles Metzler, CFP®
Equity Analyst
Connie Lopez
Connie Lopez
VP | Business Services
Rosie Bailey
Rosie Bailey
Senior Business Service Specialist
Maribel Echevarria
Maribel Echevarria
Senior Reconciliation Specialist
Brenda Venditti - Cumberland Advisors Fixed Income Service Manager
Brenda Venditti
Senior Trade Settlement Specialist
Desiree Metcalf
Desiree Metcalf
Human Resources Manager
photo coming soon
Michael Kendrick
Systems Engineer
Bryan Holmes
Bryan Holmes
Business Systems Analyst
Juan Ojeda, Performance Specialist
Juan Ojeda
Performance Specialist
Michele Myers
Michele Myers
Accounting Specialist