Greg Cassidy BAS, CFA

Portfolio Manager, CIC and CPWM

Greg Cassidy joined Cumberland Investment Counsel Inc. (“CIC”) as a Portfolio Manager in 2012. He has also been a Portfolio Manager with its affiliate, Cumberland Private Wealth Management Inc. (“CPWM” and together with CIC, “Cumberland Private Wealth”) since 1998. Mr. Cassidy’s focus is on the management of investment portfolios and business development. Prior to joining CPWM, he was a Portfolio Manager at CIBC Trust. Mr. Cassidy brings over 23 years of experience in the investment industry, with extensive experience working with high net worth individuals and families, their trusts and holding companies.

Mr. Cassidy is a shareholder of Cumberland Partners Limited, the firm’s parent company.

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