Phil D’Iorio MBA, CFA

U.S. Equities

Phil D’Iorio is at Cumberland Private Wealth Management Inc. (“Cumberland Private Wealth”) and has a primary focus on US Equities, having more than 15 years of research and portfolio management experience in US and global equities.

Prior to joining Cumberland Private Wealth, Mr. D’Iorio was a Portfolio Manager at Sentry Investments . He also worked at CI Investments for 10 years as an Investment Analyst and Portfolio Manager.

Mr. D’Iorio holds a Bachelor of Commerce from the University of Western Ontario, a Master of Business Administration (MBA) from the University of Toronto, and he is a CFA charterholder.

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