What departments does Cumberland Advisors have?

Cumberland Advisors has employees across 4 departments including Finance, Entrepreneurship, Analytics, Consultant.

What is the largest department at Cumberland Advisors?

The largest department at Cumberland Advisors is Finance with 2 employees.

Where are Cumberland Advisors employees located globally?

Cumberland Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Cumberland Advisors's team size changed over time?

Cumberland Advisors's team has grown from approximately 28 to 31 employees based on available data.

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Cumberland Advisors Employee Directory

Investment ManagementFlorida, United States11-50 Employees

Cumberland Advisors is an independent, fee-for-service investment management firm founded in 1973 and based in Sarasota, Florida. It provides market insight and customized money management for both individual and institutional clients, emphasizing personal service and a client-focused approach within the investment management space.

As a small to mid-sized firm, Cumberland Advisors prioritizes independent guidance and customized advisory services rather than in-house product mandates. Its client base includes individuals and institutions seeking objective market insight and tailored investment management. In 2023, the firm announced the appointment of Benjamin Pease as managing director of fixed income and chief innovation officer.

Cumberland Advisors Global Highlights

North America
66

United States Of America
66

Cumberland Advisors's Leadership

B. E.
Chief Monetary Economist
Mobile Phone
Email
J. W.
Chairman And Chief Investment Officer
Mobile Phone
Email
M. M.
Owner
Mobile Phone
Email
M. M.
Managing Director And Portfolio Manager
Mobile Phone
Email
A. V.
Portfolio Manager And Etf Analyst
Mobile Phone
Email
J. Y.
Principal
Mobile Phone
Email
R. D.
Consultant
Mobile Phone
Email
M. K.
Business Intelligence Developer
Mobile Phone
Email

Cumberland Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Analytics
Community & Social Services
Other
Consultant
Entrepreneurship

Contact profiles from Cumberland Advisors

Name

Title

Contact Info

Location

Last Update

D. V.
Portfolio Manager & Etf Analyst
Mobile Phone
Email
Feb 24, 2023

Frequently Asked Questions

What is Cumberland Advisors known for?

Cumberland Advisors was founded in 1973 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-856-692-****

. Explore Cumberland Advisors's company overview page for more information.

What is Cumberland Advisors's most common email format?

Cumberland Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cumberland Advisors email formats with LeadIQ.

How many employees does Cumberland Advisors have currently?

Cumberland Advisors has approximately 39 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cumberland Advisors's key employees and leadership?

As of July 2026, Cumberland Advisors's key employees include:

Chief Monetary Economist: B. E.
Chairman And Chief Investment Officer: J. W.
Owner: M. M.
Managing Director And Portfolio Manager: M. M.
Portfolio Manager And Etf Analyst: A. V.

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Cumberland Advisors Employee Directory

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