John Poulter CFA
John Poulter is a founding partner of Cumberland Private Wealth Management Inc. (“CPWM”), and re-joined the Cumberland group of companies in 2017 as a Portfolio Manager at Cumberland Investment Counsel Inc. (“CIC”) specializing in the development of investment strategies and quantitative research. He currently advises on and supports the firm’s broader investment team in optimized asset allocation strategies. He is Portfolio Manager of CPWM’s High Income and Multi-Strategy investment mandates.
Mr. Poulter has over three decades of deep experience in securities selection and portfolio design. Prior to joining CIC, his most recent engagements saw him provide investment consulting services to select investment management firms and clients. He is skilled in fund design and investment management services to both high net worth individuals and to retail investment distributors.
Alongside his years at CPWM, Mr. Poulter was also the founder and architect of PIQ Research, a leading edge, commercial grade internet-based provider of research analytics and decision support applications. In his years of service within the investment industry, Mr. Poulter compiled a successful track record of private and mutual fund design.
While at CPWM from 1997 to 2009, Mr. Poulter was a Portfolio Manager and in the later years, the firm’s Chief Investment Officer. Prior to 1997, he was a senior member of Connor, Clark and Company’s investment management team. In these capacities, Mr. Poulter was responsible for the design and implementation of quantitative security selection and portfolio management systems. He also worked at CIBC Wood Gundy’s research department as a quantitative analyst and on its proprietary trading desk, developing risk-based trading systems.
With a B.A. specializing in Financial Econometrics from the University of British Columbia, Mr. Poulter later received his CFA designation in 1991. His speaking and presentation engagements have included the Richard Ivey School of Business and the Toronto Society of Chartered Financial Analysts.
Mr. Poulter is a shareholder of Cumberland Partners Limited, the firm’s parent company.