Chairman

John is a portfolio manager at Cumberland Associates Investment Counsel (CAIC) where he focuses on special funds and projects. John has in excess of three decades of experience in securities selection and portfolio design. His most recent engagements have seen him providing Investment consulting services to select investment management firms and clients. He is an expert in fund design and providing investment management services to both high net worth individuals and to broad-market retail investment distributors.

He was a founding partner, portfolio manager and CIO of Cumberland Private Wealth Management, one of Canada’s finest providers of high net worth investment solutions and parent to CAIC. John was also a senior member of Connor, Clark and Company’s investment management team. In both of these positions, he was responsible for the design and implementation of quantitative security selection and portfolio management systems. John also worked at CIBC-Wood Gundy where he added value to both the research department as a quantitative analyst and on the company’s proprietary trading desk, developing risk based trading systems.

With a B.A. specializing in Financial Econometrics from the University of British Columbia, John 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.