Jason Isaac is a Managing Director at Cumberland Partners Limited (CPL) and a Portfolio Manager at Cumberland Investment Counsel Inc. (CIC). He oversees cross-asset allocation and global equity strategies, and leads the management of the Kipling Fund family. He is the Lead Portfolio Manager for the Kipling Global Enhanced Dividend Fund and NCM Global Income Growth Class, and serves on CPL’s Asset Mix Committee.

With a career starting in 1997, Mr. Isaac has extensive experience in U.S. and European equities, having worked with both Canadian and international financial institutions in banking, investment counselling, and asset management. He has managed portfolios for both private clients and investment funds.

Mr. Isaac holds a BBA in Finance and Economics, a Certificate in Computer Information Systems, and the CFA®, CAIA, and FMA designations. He also spent four years as a sessional lecturer at the Haskayne School of Business at the University of Calgary.