John Poulter CFA
Portfolio Manager, CIC
John Poulter joined Cumberland Investment Counsel Inc. (“CIC”) in 2017 as a Portfolio Manager where he develops specialized investment strategies and quantitative research, and advises and supports the firm’s CIO and investment team on optimized asset allocation strategies.
Mr. Poulter has over three decades of progressively senior experience in securities selection and portfolio design. Prior to joining CIC, his most recent engagements have seen him providing investment consulting services to select investment management firms and clients. He is skilled in fund design and providing investment management services to both high net worth individuals and to broad-market retail investment distributors.
John Poulter is the founder and architect of PIQ Research’s quantitative investment analytics. PIQ Research is a leading edge, commercial grade internet-based provider of investment research and decision support applications. In his years of service within the investment industry, Mr. Poulter has compiled a successful track record of private and mutual fund design.
John Poulter was also a founding partner, Portfolio Manager and Chief Investment Officer of Cumberland Private Wealth Management Inc., the firm’s affiliate. Prior to that, he was a senior member of Connor, Clark and Company’s investment management team. In both positions, Mr. Poulter was responsible for the design and implementation of quantitative security selection and portfolio management systems. He also worked at CIBC Wood Gundy’s research department as a quantitative analyst and on its proprietary trading desk, developing risk-based trading systems.
With a B.A. specializing in Financial Econometrics from the University of British Columbia, Mr. Poulter received his CFA designation in 1991. His speaking and presentation engagements have included the Richard Ivey School of Business and the Toronto Society of Chartered Financial Analysts.
Mr. Poulter is a shareholder of Cumberland Partners Limited, the firm’s parent company.