Alexandra von Schroeter MBA, CFA, IDP-C
Portfolio Manager, CIC
Head of Strategic Business, CPWM
Managing Director, CPL
Alexandra von Schroeter is a seasoned Portfolio Manager at Cumberland Investment Counsel Inc. (“CIC”) with a demonstrated 30+ year track record in the investment management and banking industries. She also leads its affiliate Cumberland Private Wealth Management Inc. (“CPWM”)’s strategic business and client initiatives. Since joining the firm in 1999 and over two decades, she has been integral in its growth as a leading Canadian independent wealth management firm, in her capacity as a co-owner and director, and as a managing director of the firm’s parent Cumberland Partners Limited (“CPL”) and Executive Committee member currently. In the role of Portfolio Manager, Ms. von Schroeter works closely with selected executives, entrepreneurs, their families and corporations/ foundations managing their investments and offering advice and solutions that draw upon her long experience in investing and the global capital markets.
Prior to CPWM, Ms. von Schroeter spent 12 years at CIBC World Markets and Wood Gundy Inc. in Investment Banking, Mergers & Acquisitions and in the Capital Markets areas in Toronto, London UK and New York, and in commercial banking at the Bank of Montreal.
Ms. von Schroeter sits on the boards of INSEAD’s Capital Campaign Board and Canadian Foundation, she is a member of the Art Gallery of Ontario’s Curators’ Circle Executive Committee, the International Women’s Forum and is an activator of SheEO. She served as a trustee of the INSEAD Alumni Fund and global board for 15 years. She is a graduate of INSEAD’s International Directors Program and Business School, and Queen’s University. Ms. von Schroeter has a CFA designation, among other industry credentials, and a diploma in French Literature from Universite de Paris-Sorbonne.