Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

A Registered Investment Advisory Firm Since 1973

CLIENT LOGIN

Cumberland Advisors Week in Review + Digest Oct 30 - Nov 03, 2023

Cumberland Advisors
Sat Nov 4, 2023

Cumberland Advisors Week in Review + Digest


Oct 30 - Nov 03, 2023

Publishing Date: November 04, 2023

Email | About
 
The Cumberland Advisors Week in Review + Digest is a compendium of news, commentary, and opinion from or of interest to our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We may include older and/or guest commentaries that our editors have determined may be of interest to our audience. Your feedback is always welcome.
The latest Cumberland Advisors’ Week in Review Video is now available online. Our end-of-week update on markets generally features equities, bonds, and trading highlights. Thank you for joining us.
 

Week in Review


 
Watch the latest update on YouTube: Cumberland Advisors’ Week in Review

Access past video updates including the most recent via this YouTube Playlist URL: https://www.youtube.com/playlist?list=PLu1JZIQ1mPrtx_q7i_C9FWN-cb9f594C1
 
Matt McAleer Email

Please send any feedback from today’s email/video to Matt McAleer. You can reach him at:
Email: [email protected]
Twitter: https://twitter.com/matthewcmcaleer
LinkedIn: https://www.linkedin.com/in/matthew-c-mcaleer/
Call Matt: (800) 257-7013 ext. 346

Other questions or comments? Email us at [email protected] or give us a call at (800) 257-7013

Have a great weekend,
Cumberland Advisors
 
 
 

Cumberland Advisors Private Wealth


 
Cumberland Advisors’ Private Wealth Practice offers institutional-level money management for individual investors. We have a multi-decade history of service to institutional clients – independent non-profits, foundations, qualified retirement plans, and government entities. As a private investor, you can leverage that same expertise in the management of your portfolio. More information is available at our website and in our private wealth digital brochure.
 
SARASOTA, FL (October 25, 2023) – Cumberland Advisors named Benjamin Pease as Managing Director of Fixed Income and Chief Innovation Officer effective immediately. Ben joins the firm with more than 20 years of investment management experience including the last nine years at Breckinridge Capital Advisors in Boston as Head of Trading. Ben served during periods of market volatility, significant growth in assets under management, and technology innovation. Ben was also a member of both the Investment Committee and Risk Committee.
 
Benjamin Pease, Cumberland Advisors Managing Director of Fixed Income and Chief Innovation Officer

Ben will report directly to John R. Mousseau, CEO and Director of Fixed Income at Cumberland. He will have overall responsibility for day-to-day management of the Fixed Income department as well as firmwide technology initiatives. Ben has extensive experience with trading and investment management efficiencies, systems, and scalability of customized separately managed accounts (SMA).

Prior to his time at Breckinridge Capital Advisors, Pease served as Vice President and Head Fixed Income Trader at TD Asset Management USA. Ben holds a BS in Economics and Finance, and an MBA from Southern New Hampshire University, as well as continuing professional education in the areas of change management and leadership from Cornell University.

For more information, visit Cumberland Advisors: https://www.Cumber.com
 
Catch up on recent Market Commentaries
from Cumberland Advisors
 

Market Commentary

Available at our MailChimp Archive: Email Campaign Archive from Cumberland Advisors

or on our website: https://www.cumber.com/market-commentary
 

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.

ABOUT

CLIENTS

INVESTMENTS

MEDIA

OUR TEAM

DISCLOSURES

One Sarasota Tower
2 N. Tamiami Tr., Ste. 303
Sarasota, FL 34236

 

800.257.7013