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Leo Chen active positions
Companies | Position | Start | 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). | Analyst-Equity | 2013-12-31 | - |
Portfolio Manager-Equities | 2015-12-31 | - | |
Market Strategist | 2013-12-31 | - |
Career history of Leo Chen
Training of Leo Chen
University of South Florida | Doctorate Degree |
Rochester Christian University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Market Strategist | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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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 |
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