Profile
Mr. Klem was the founder of a third party marketing firm, Orion Consulting, which he ran from 1990 until joining Cumberland Advisors in the fall of 2006.
Prior to 1990, Mr. Klem had been the head of institutional marketing at Wertheim Schroder in New York, and Kemper Asset Management and The Harris Bank, both headquartered in Chicago.
Early in his career Mr. Klem was head of the investment marketing group at The Travelers Insurance Company and was instrumental in starting the institutional investment management business at Connecticut Mutual Insurance Company.
Mr. Klem holds an AB degree from the University of Pennsylvania in Political Science and an MBA with a concentration in Finance from the University of Connecticut and is a member of the Beta Gamma Sigma business honor society.
He was an adjunct professor at the University of Hartford where he taught Managerial Economics in the MBA program.
Former positions of Gary Klem
| Companies | Position | End |
|---|---|---|
Cumberland Advisors, Inc.
 Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors). | Sales & Marketing | 2008-02-27 |
Orion Consulting, Inc.
 Orion Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Part of CGI, Inc., Orion Consulting, Inc. provides management consulting services to the health care industry. The company is based in Cleveland, OH. The company was founded by David P. Wicker, Alastair B. Dent. Orion Consulting was acquired by CGI Information Technology Services, Inc. on June 15, 1999 for $55.46 million. | Corporate Officer/Principal | 2006-08-30 |
| Wertheim Schroder & Co., Inc. | Corporate Officer/Principal | 1989-12-30 |
| University of Hartford | Corporate Officer/Principal | - |
The Travelers Insurance Co.
 The Travelers Insurance Co. Life/Health InsuranceFinance The Travelers Insurance Co. used to offer individual annuities, individual life insurance, institutional protection and asset accumulation products. The company's principal individual products included traditional life, universal and variable life insurance, fixed and variable annuities, as well as income annuities. The company's two reportable business segments were Travelers Life & Annuity and Primerica. Travelers Life & Annuity was licensed to sell and market its individual products in all 50 states, the District of Columbia, Canada, Puerto Rico, Guam, the Bahamas, US and British Virgin Islands. The company was headquartered in Hartford, CT | Corporate Officer/Principal | - |
Training of Gary Klem
| University of Pennsylvania | Undergraduate Degree |
| University of Connecticut | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
The Travelers Insurance Co.
The Travelers Insurance Co. Life/Health InsuranceFinance The Travelers Insurance Co. used to offer individual annuities, individual life insurance, institutional protection and asset accumulation products. The company's principal individual products included traditional life, universal and variable life insurance, fixed and variable annuities, as well as income annuities. The company's two reportable business segments were Travelers Life & Annuity and Primerica. Travelers Life & Annuity was licensed to sell and market its individual products in all 50 states, the District of Columbia, Canada, Puerto Rico, Guam, the Bahamas, US and British Virgin Islands. The company was headquartered in Hartford, CT | Finance |
Cumberland Advisors, Inc.
Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors). | Finance |
Harris Bank
 Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Finance |
| Wertheim Schroder & Co., Inc. | Finance |
Orion Consulting, Inc.
Orion Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Part of CGI, Inc., Orion Consulting, Inc. provides management consulting services to the health care industry. The company is based in Cleveland, OH. The company was founded by David P. Wicker, Alastair B. Dent. Orion Consulting was acquired by CGI Information Technology Services, Inc. on June 15, 1999 for $55.46 million. | Commercial Services |
- Stock Market
- Insiders
- Gary Klem
