John McSherry CAIA, CFP, CIM
John McSherry is a Portfolio Manager at Cumberland Private Wealth Management Inc., having started his career at the firm in 2014. Through continued self-education, valuable experiences and his full commitment, he successfully progressed to senior client relationship roles at Cumberland. Mr. McSherry focuses his efforts on a client experience that is founded on the combination of financial planning and portfolio management principles, so as to ensure every client’s wealth and financial goals are managed holistically.
Mr. McSherry earned his Chartered Alternative Investment Analyst, Certified Financial Planner and Chartered Investment Manager designations. He is currently a director of the Greenwood College School Foundation, and a shareholder of Cumberland Partners Limited, the firm’s parent company.