A Registered Investment Advisory Firm Since 1973

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Investment Trading & Operations

Leadership
Asset Management
Private Wealth & Institutional
Trading & Operations
DonnaMarie Jackson
DonnaMarie Jackson
Managing Director of Operations & IT
Amy Raymond - Cumberland Advisors Fixed Income Department Manager
Amy Raymond
Senior Fixed Income Trader
Daniel Himelberger
Daniel Himelberger
Portfolio Manager & Trader
Austin Hackenberg
Austin Hackenberg
Fixed Income Trader
Charles Metzler
Charles W. Metzler, CFP®, CFA®
Equity Analyst
Connie Lopez
Connie Lopez
Business Services Manager
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
Michael Kendrick
Michael Kendrick
Full Stack Developer
Bryan Holmes
Bryan Holmes
Business Systems Analyst
Michele Myers
Michele Myers
Accounting Specialist
Jake Taylor Headshot
Jake Taylor
Office Coordinator
Arin Stancil headshot
Arin Stancil, CFA, CIPM
Performance Consultant
Amy Jones headshot
Amy Jones, CIPM
Performance Consultant

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