Purely focused on investing

Meet the team

  • Gerald R. Connor Director and Portfolio Manager, CAIC
    Chairman, CPWM
  • Charles R. SimsFCPA, FCADirector, CAIC
    President and Chief Executive Officer, CPWM
  • Sukyong YangCPA, CA, MBA, CFAPresident and Portfolio Manager, CAIC
    Lead Manager, Global Equities, CPWM
  • Greg CassidyBAS, CFAPortfolio Manager, CAIC
  • Wesley DiongCPA, CADirector, CAIC
    Chief Financial Officer, CPWM
  • Shirley HomCPA, CMASecretary-Treasurer and Chief Compliance Officer, CAIC
  • Peter JacksonHBSc, MBA, CFAPortfolio Manager, CAIC
    Chief Investment Officer and Lead Manager, North American Equities, CPWM
  • Scott LuikCFAPortfolio Manager, CAIC
    Head of Client Portfolio Management, CPWM
  • John PoulterCFAPortfolio Manager, CAIC
  • Alexandra von SchroeterMBA, CFA, IDP-C Portfolio Manager, CAIC
    Head of Strategic Business, CPWM
  • Thomas A. StarkeyCFA Portfolio Manager, CAIC
  • Gerald R. Connor Director and Portfolio Manager, CAIC
    Chairman, CPWM
  • Charles R. SimsFCPA, FCADirector, CAIC
    President and Chief Executive Officer, CPWM
  • Sukyong YangCPA, CA, MBA, CFAPresident and Portfolio Manager, CAIC
    Lead Manager, Global Equities, CPWM
  • John BuddFCPA, FCAPortfolio Manager, CPWM
  • Guida FernandesOperations Manager, CPWM
  • Peter JacksonHBSc, MBA, CFAPortfolio Manager, CAIC
    Chief Investment Officer and Lead Manager, North American Equities, CPWM
  • Scott LuikCFAPortfolio Manager, CAIC
    Head of Client Portfolio Management, CPWM
  • Alexandra von SchroeterMBA, CFA, IDP-C Portfolio Manager, CAIC
    Head of Strategic Business, CPWM

CAIC – Cumberland Associates Investment Counsel
CPWM – Cumberland Private Wealth Management