David Kotok

Chairman and Chief Investment Officer at Cumberland Advisors

David Kotok's Professional Contact Details

Email (Verified)
****@cumber.com
HQ
(941) 926-6279
Location
Sarasota, Florida, US
Company
Cumberland Advisors
Person Seniority
c_suite

David Kotok's Current Company Details

Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money manag...
Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $2.9 billion in assets.
Founded Year
1973
Organization Website
cumber.com
Organization Languages
English
Organization Revenue
7000
Current Technologies
nginx
recaptcha
google analytics
bootstrap framework
google maps
mailchimp
google font api
wordpress org
mobile friendly

Job Functions

Marketing
Information Technology
Consulting
Operations
registered investment advisory firm
important economic issues that potentially impact global financial markets
wealth preservation
bonds
insights & analysis on upcoming
municipal bonds
equities through etf39s
fixed incomenontaxable muni39s amp taxable muni39s & corporates
fixed incomenontaxable munis taxable munis & corporates
equities through etfs
investment management
finance

David Kotok's Work History and Education

Cumberland Advisors
Chairman and Chief Investment Officer
1973 - Present

Colleagues at Cumberland Advisors

Administrative Assistant
Chief Executive Officer
Foundations and Charitable Accounts
Portfolio Manager & ETF Analyst
Portfolio Manager

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