Our Team

David R. Kotok
David R. Kotok
Co-Founder and Chief Investment Officer
JOHN R. MOUSSEAU, CFA
John R. Mousseau, CFA
Chief Executive Officer & Director of Fixed Income
MATTHEW C. MCALEER
Matthew C. McAleer
President & Director of Private Wealth
MARK MYERS
Mark Myers
Chief Operating Officer
DAISY G. LOPEZ
Daisy Lopez
Executive Vice President of Operations
Phyllis Streit
Phyllis Streit
Chief Financial Officer & Managing Director
Timothy Lyle
Timothy Lyle
Chief Compliance Officer
Benjamin Pease
Benjamin Pease
Managing Director of Fixed Income & Chief Innovation Officer
Patricia Healy, CFA, Senior Vice President of Research & Portfolio Manager for Cumberland Advisors
Patricia Healy, CFA
Senior Vice President of Research & Portfolio Manager
ROBERT EISENBEIS, PH.D.
Robert Eisenbeis, Ph.D.
Vice Chairman & Chief Monetary Economist
David W. Berson, Ph.D.
David W. Berson, Ph.D.
Chief US Economist
Todd Engelhardt
Todd Engelhardt
Regional Director of Investments
Michael McNiven, Ph.D.
Michael McNiven, Ph.D.
Senior Vice President & Regional Director of Investments
Michael Blackmon, CFA
Michael Blackmon, CFA
Regional Director of Investments
Andrew Crawford - Cumberland Advisors Regional Director of Investments
Andrew Crawford
Regional Director of Investments
Pamela Scott
Pamela Scott
National Accounts Manager
Amy Raymond - Cumberland Advisors Fixed Income Department Manager
Amy Raymond
Fixed Income Department Manager
Daniel Himelberger
Daniel Himelberger
Portfolio Manager & Fixed Income Analyst
Shaun Burgess
Shaun Burgess
Portfolio Manager & Fixed Income Analyst
Charles Metzler
Charles Metzler
Wealth Management Associate
Brenda Venditti - Cumberland Advisors Fixed Income Service Manager
Brenda Venditti
Fixed-Income Service Manager
Erica Derricks - Executive Secretary to John Mousseau
Erica Derricks
Executive Secretary to John Mousseau
Norman Dempsey
Norman Dempsey
IT Solutions Engineer & Digital Innovation Architect
Maribel Echevarria
Maribel Echevarria
Senior Vice President of Trading
Shea Slawson
Shea Slawson
Equity Trader & ETF Analyst
DonnaMarie Jackson
DonnaMarie Jackson
Vice President Information Systems
Connie Lopez
Connie Lopez
Vice President of Operations Dept