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Sarasota Magazine

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Cumberland Advisors

Fast Track

AG Lafley Rejoins Bay Park Conservancy as CEO

Lafley replaces outgoing CEO Stephanie Crockatt. Plus, USF's Karen Holbrook named chair of the Bradenton Area Economic Development Corp. and more.

10/30/2023 By Staff

Finance

USF Will Host Panel on Post-Election Financial Markets

The event will take place virtually on Nov. 17 from noon-1:30 p.m.

11/06/2020 By Staff

Fast Track

Cumberland Advisors Names Regional Director of Investments

Engelhardt will provide investment advice to individuals, institutions, retirement plans and government entities throughout Southwest Florida.

12/04/2019 By Staff

New Hires

Cumberland Advisors Adds Two to Staff

Mark Myers has been named chief operations officer and Andrew Crawford regional director of investments.

07/08/2019 By Staff

Science

Climate Change Conference Takes Place Friday

Topics will include the implication of rising sea levels for Florida, the effect of climate change on hurricanes, whether climate change worsens red tide and more.

01/21/2019 By Staff

Finance

Federal Reserve Economist to Discuss U.S. Manufacturing on Feb. 1

The Global Interdependence Center, the Financial Planning Association of the Suncoast and Cumberland Advisors are hosting a talk by William Strauss.

01/15/2019 By Staff

Environment

Climate Change Conference Takes Place Friday

Topics will include the implication of rising sea levels for Florida, the effect of climate change on hurricanes, whether climate change worsens red tide and more.

12/04/2018 By Staff

Finance

Financial Adviser Outlines Uncertainties About the Direction of the Economy

David Kotok, the chairman and chief investment officer at Sarasota's Cumberland Advisors, recently shared his insights into the global economy.

07/17/2018 By Staff

Finance

Wealth Management Firm Appoints New President, CEO

Cumberland Advisors recently selected John Mousseau as its new president and CEO.

06/12/2018 By Staff

Finance

Financial Literacy Day Features Atlanta Federal Reserve Leader

The April 5 event features several financial experts, including Raphael Bostic, the president and CEO of the Federal Reserve Bank of Atlanta.

03/16/2018 By Staff

Politics

Panel Discussion Covers Future of Cuba and the Caribbean

The event includes a former U.S. diplomat, the director for the Americas Center at the Federal Reserve Bank of Atlanta, two congressional representatives and more.

02/14/2018 By staff

Finance

Investment Firm Named to Top 300 List

Sarasota's Cumberland Advisors was recently recognized as one of America's top 300 registered investment advisory firms by the Financial Times.

07/06/2017 By staff

Economy

Photos From Financial Literacy Day

Cumberland Advisors and local colleges last week brought in economic experts to discuss fiduciary and trustee roles and responsibilities, women’s financial opportunities and the global economic outlook.

04/04/2017 Photography by Lori Sax

Technology

Panel Discussion Centers on Innovation, Entrepreneurship

The Sarasota Tiger Bay Club is hosting a panel discussion on innovation and entrepreneurship with leaders from Voalte, the Hub and Star2Star.

03/27/2017 By staff

Finance

New York Federal Reserve President Headlines Financial Literacy Day

Sarasota's Cumberland Advisors is partnering with local colleges to offer a series of speeches and panels during Financial Literacy Day, Thursday, March 30.

03/07/2017 By staff

Finance

Financial Advisers Partner on New Exchange-Traded Fund

Virtus ETF Solutions, an affiliate of Connecticut's Virtus Investment Partners, recently partnered with Sarasota's Cumberland Advisors to introduce the Virtus Cumberland Municipal Bond ETF.

01/25/2017 By staff

New hires

Investment Firm Names New Regional Director, Compliance Director

Cumberland Advisors recently hired William Hannan as a regional investment director and Timothy Lyle as director of compliance.

10/31/2016 Research by staff

New hires

Two Join Cumberland Advisors

Patricia Healy recently joined Cumberland Advisors as the firm's senior vice president of research and portfolio manager, and Kimberly Douglas joined Cumberland as a compliance officer.

07/22/2016 Research by staff

Finance

Sarasota Investment Firm Ranked Among Top 300

Cumberland Advisors was recently recognized as one of the Financial Times' top 300 Registered Investment Advisory firms for 2016.

06/21/2016 Research by staff

Events

Fannie Mae Chief Economist Speaks in Sarasota

Douglas Duncan, chief economist with Fannie Mae, will speak about 'Putting Housing in Context' on April 28.

04/11/2016 Research by staff

At Sarasota Magazine, we celebrate Sarasota’s vibrant culture, rich history, and bright future with award-winning, high-quality content that captures the spirit of our community.

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