Meet the team
- Gerald Connor Director and Portfolio Manager, CIC
Chairman, CPL and CPWM - Gary PerronCFADirector, CIC
Vice Chairman, CPL and CPWM - Charles SimsFCPA, FCADirector, CIC
President and Chief Executive Officer, CPL and CPWM - Sukyong YangCPA, CA, MBA, CFAPresident and Portfolio Manager, CIC
Lead Manager, Global Equities, CPWM - Greg CassidyBAS, CFAPortfolio Manager, CIC
- Chris DryCIMEquity Analyst, CIC
- Shirley HomCPA, CMASecretary-Treasurer and Chief Compliance Officer, CIC
- Jason IsaacCFA, CAIAPortfolio Manager, CIC
- Peter JacksonHBSc, MBA, CFAPortfolio Manager, CIC
Chief Investment Officer and Lead Manager, North American Equities, CPWM - Scott LuikCFAPortfolio Manager, CIC
Head of Client Portfolio Management, CPWM - Diane PangCPA, CA, CFAPortfolio Manager, Fixed Income, CIC
- John PoulterCFAPortfolio Manager, CIC
- Alexandra von SchroeterMBA, CFA, IDP-C Portfolio Manager, CIC
Head of Strategic Business, CPWM - Thomas A. StarkeyCFA Portfolio Manager, CIC
- Derek VanGenderen Equity Analyst, CIC
CIC - Cumberland Investment Counsel Inc.
CPWM – Cumberland Private Wealth Management