Greg Cassidy BAS, CFA
Greg Cassidy has been a Portfolio Manager at Cumberland Private Wealth Management Inc. (“Cumberland Private Wealth”) since 1998. His focus is on the management of investment portfolios for a significant base of clients, and on new business development.
He is also a portfolio manager at Cumberland Investment Counsel, Cumberland Private Wealth’s affiliate. Prior to that, he was a Portfolio Manager at CIBC Trust. Mr. Cassidy brings over 26 years of experience in the investment industry, with extensive experience working with high net worth individuals and families, their trusts and holding companies.
He is a shareholder of Cumberland Partners Limited, the firm’s parent company.