CUMBERLAND ADVISORS, LLC

CUMBERLAND ADVISORS, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 107964). Regulatory assets under management: $3.2B.

Registration

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

Officers, owners & control persons (65)

Showing 25 of 65 people.

NameRoleLocation
Giselle CasellaCHIEF COMPLIANCE OFFICERReno, NV
John Robert MousseauCEO, DIRECTOR, SHAREHOLDER; CHIEF INVESTMENT OFFICER; VICE CHAIRMAN, CHIEF INVESTMENT OFFICER, SHAREHOLDER
Phyllis Ann StreitCFO, SECRETARY, TREASURER, DIRECTOR, SHAREHOLDER; SECRETARY, TREASURER, CHIEF FINANCIAL OFFICER, SHAREHOLDER; TREASURER, CHIEF FINANCIAL OFFICER
Mark James MyersCHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, SHAREHOLDER; DIRECTOR, CHIEF EXECUTIVE OFFICER, SHAREHOLDER
Matthew Craig McaleerDIRECTOR, PRESIDENT, MANAGING DIRECTOR OF PRIVATE WEALTH, SHAREHOLDER; PRESIDENT, DIRECTOR, SHAREHOLDER; PRESIDENT OF PRIVATE WEALTH MANAGEMENT
Donna Marie JacksonCHIEF TECHNOLOGY OFFICER, EVP & MANGING DIRECTOR OF OPERATIONS; MANAGING DIRECTOR OF OPERATIONS & IT
Benjamin Curtis PeaseCHIEF INNOVATION OFFICER, EVP & MANAGING DIRECTOR OF ASSET MANAGEMENT; MANAGING DIRECTOR - FIXED INCOME & CHIEF INNOVATION OFFICER; PRESIDENT OF ASSET MANAGEMENT
David Emerson SparksCHAIRMAN, SHAREHOLDER
Lawrence Edward DonatoDIRECTOR, SHAREHOLDER
Robert Allen EisenbeisDIRECTOR, SHAREHOLDER; VICE CHAIRMAN, DIRECTOR, SHAREHOLDER
David Raphael KotokCIO, DIRECTOR & SHAREHOLDER; DIRECTOR, SHAREHOLDER
Daisy Gloria LopezDIRECTOR, SHAREHOLDER; EXECUTIVE VICE PRESIDENT, DIRECTOR, SHAREHOLDER
Burton Allan MacleanDIRECTOR; DIRECTOR, SHAREHOLDER
Jerome Irwin MarcusDIRECTOR, SHAREHOLDER
Neal David ColtonDIRECTOR
David William BersonCHIEF ECONOMIST
Patricia Mary HealySR VICE PRESIDENT, SHAREHOLDER; SVP - RESEARCH, SHAREHOLDER
Michael Dennis McnivenSR. VICE PRESIDENT, SHAREHOLDER; SVP - STRATEGIC RELATIONSHIPS
Timothy James LyleCHIEF COMPLIANCE OFFICERSarasota, FL
Maribel No Middle Name EchevarriaSR. VICE PRESIDENT, SHAREHOLDER
EISELE JOHN WILLIAMDIRECTOR
STANLEY LEONARD JDIRECTOR
SANTIAGO JOSE ANTONIOMANAGING DIRECTOR; MANAGING DIRECTOR.SHAREHOLDER; VICE PRESIDENT
LEWITT MICHAEL ERICVICE PREISDENT
LYLE TIMOTHY JAMESCHIEF COMPLIANCE OFFICER

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