General Investing >> Money Manager Interviews >> March 23, 2009
PETER JACKSON is a Partner and Director at Cumberland Private Wealth Management.
With 20 years of investment experience, he joined Cumberland in 1999. He has
earned an MBA and CFA and is responsible for Canadian equity qualitative
research. Profile
JOHN POULTER is a founding Partner and Chief Investment Officer of Cumberland
Private Wealth Management and has 23 years of investment management experience.
His responsibilities include quantitative investment selection, portfolio
strategy and portfolio risk management. He also develops and manages the firm's
specialized investment mandates and funds. He has been guest speaker at both the
Richard Ivy School of Business and the Toronto CFA Institute where topics
included quantitative techniques for investment selection, portfolio
construction and risk management. Profile
TWST: John, would you please take the lead with an overview of Cumberland Private Wealth Management and your respective responsibilities at the firm?
Mr. Poulter: I will start with a brief