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Meet The Team

Exceptional portfolio management is not something you can outsource. At Cumberland, our in-house Portfolio Managers and Investment Management & Research team members collaborate to protect our clients’ capital while pursuing their individual objectives.

Gerald Connor
 

Chairman

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Charles Sims
FCPA, FCA

President and Chief Executive Officer

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Alexandra von Schroeter
MBA, CFA, IDP-C

Head of Strategic Business and Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Scott Luik
CFA

Head of Client Portfolio Managers Group, Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Susanne Alexandor
 

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Gino Ciavarella
CIM

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Curtis Davies
BComm, CIM

Investment Advisor

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Christie Matwee
MSc, MBA, CFA

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

John McSherry
CAIA, CFP, CIM

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Erin O'Brien
MSc, CFA

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Michael Orlando
CIM, CFP

Associate Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Doug Owen
CIM, FCSI

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Jeff Turk
BA, FCSI, CFP

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Art Salvalaggio
CFP

Certified Financial Planner

Cumberland Private Wealth Management Inc.

CONTACT & BIO

The Perron & Partners team has roots in Calgary going back to the 1970s and is proudly part of Cumberland Private Wealth.

Gary Perron
CFA

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Gerald Connor
 

Chairman

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Gary Perron
CFA

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Charles Sims
FCPA, FCA

President and Chief Executive Officer

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Peter Jackson
HBSc, MBA, CFA

Chief Investment Officer, Lead Manager, North American and Canadian Equities

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Levon Barker
JD, CFA

Portfolio Manager, US Equities

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Chris Bolton
CFA

Portfolio Manager

Cumberland Investment Counsel Inc.

CONTACT & BIO

Phil D'Iorio
MBA, CFA

Portfolio Manager, Global Equities

Cumberland Investment Counsel Inc.

CONTACT & BIO

Chris Dry
CIM®

Portfolio Manager

Cumberland Investment Counsel Inc.

CONTACT & BIO

John Hwang
CFA

Senior Research Analyst

Cumberland Investment Counsel Inc.

CONTACT & BIO

Jason Isaac
CFA, CAIA

Portfolio Manager

Cumberland Investment Counsel Inc.

CONTACT & BIO

Patrick Lau
PEng,CFA

Senior Research Analyst, Global Equities

Cumberland Investment Counsel Inc.

CONTACT & BIO

Owen Morgan
MBA, CFA

Portfolio Manager

Cumberland Investment Counsel Inc.

CONTACT & BIO

John Poulter
CFA

Portfolio Manager

Cumberland Investment Counsel Inc.

CONTACT & BIO

Derek VanGenderen
CFA

Portfolio Manager

Cumberland Investment Counsel Inc.

CONTACT & BIO