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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.

Portfolio & Client Management

Toronto Kingston Calgary

Investment Management & Research

  • Gerald Connor ChairmanCumberland Private Wealth Management Inc.
  • Charles SimsFCPA, FCAPresident and Chief Executive Officer Cumberland Private Wealth Management Inc.
  • Alexandra von SchroeterMBA, CFA, IDP-CHead of Strategic Business and Portfolio ManagerCumberland Private Wealth Management Inc.
  • Scott LuikCFAHead of Client Portfolio Managers Group, Portfolio ManagerCumberland Private Wealth Management Inc.
  • Susanne Alexandor Portfolio ManagerCumberland Private Wealth Management Inc.
  • Gino CiavarellaCIMPortfolio ManagerCumberland Private Wealth Management Inc.
  • Curtis DaviesBComm, CIMInvestment AdvisorCumberland Private Wealth Management Inc.
  • Christie MatweeMSc, MBA, CFAPortfolio ManagerCumberland Private Wealth Management Inc.
  • John McSherryCAIA, CFP, CIMPortfolio ManagerCumberland Private Wealth Management Inc.
  • Erin O'BrienMSc, CFAPortfolio ManagerCumberland Private Wealth Management Inc.
  • Michael OrlandoCIM, CFPAssociate Portfolio ManagerCumberland Private Wealth Management Inc.
  • Doug OwenCIM, FCSIPortfolio ManagerCumberland Private Wealth Management Inc.
  • Jeff TurkBA, FCSI, CFPPortfolio ManagerCumberland Private Wealth Management Inc.
  • Art SalvalaggioCFPCertified Financial PlannerCumberland Private Wealth Management Inc.

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

  • Gary PerronCFAPortfolio ManagerCumberland Private Wealth Management Inc.

  • Gerald Connor ChairmanCumberland Private Wealth Management Inc.
  • Gary PerronCFAPortfolio ManagerCumberland Private Wealth Management Inc.
  • Charles SimsFCPA, FCAPresident and Chief Executive Officer Cumberland Private Wealth Management Inc.
  • Peter JacksonHBSc, MBA, CFAChief Investment Officer, Lead Manager, North American and Canadian EquitiesCumberland Private Wealth Management Inc.
  • Levon BarkerJD, CFAPortfolio Manager, US EquitiesCumberland Private Wealth Management Inc.
  • Chris BoltonCFAPortfolio ManagerCumberland Investment Counsel Inc.
  • Phil D'IorioMBA, CFAPortfolio Manager, Global EquitiesCumberland Investment Counsel Inc.
  • Chris DryCIM®Portfolio ManagerCumberland Investment Counsel Inc.
  • John HwangCFASenior Research AnalystCumberland Investment Counsel Inc.
  • Jason IsaacCFA, CAIAPortfolio ManagerCumberland Investment Counsel Inc.
  • Patrick LauPEng,CFASenior Research Analyst, Global EquitiesCumberland Investment Counsel Inc.
  • Owen MorganMBA, CFAPortfolio ManagerCumberland Investment Counsel Inc.
  • John PoulterCFAPortfolio ManagerCumberland Investment Counsel Inc.
  • Derek VanGenderenCFAPortfolio Manager Cumberland Investment Counsel Inc.