Home / updates Cumberland Advisors Inc (Sarasota) David Wilson Updated on March 15, 2026 David Raphael KotokChairman/director, ceo,cio, chief compliance officer, shareholder 1 Feb 199875% - 100%1079081Leonard J StanleyDirector 1 Feb 1998Other2564540Matthew Robert NaulaDirector 1 Feb 1998Other345238Beck & Co. Llc. RyanParent company 1 Feb 199875% - 100%3248Beck & Co. Llc RyanParent company 1 Feb 199875% - 100%3248Inc. Dba Ryan Beck & Co. Ryan Beck & Co.Parent company 1 Feb 199875% - 100%3248John Robert MousseauVice president 1 Oct 2000Other1331715Matthew Lee ForesterVice president 1 Oct 2000Other1983004Daisy Gloria LopezVice president/director 1 Dec 2000Other1079082Robert M BersonDirector/chairman 1 Jan 2002Other20337Peter M DemiraliVice president 1 Apr 2002Other1628536Peter DemiraliVice president 1 Apr 2002Other1628536David Emerson SparksDirector 1 May 2003Other1467941Millennium BankParet company 1 May 200375% - 100%23-2965229Therese M PantalioneVice president/secretary 1 May 2003Other1523804W Michael GuilfoileDirector 1 May 2003Other832618Vincent Philip SmallDirector 1 May 2003Other4670745Therese Michele PantalioneVice president/secretary 1 May 2003Other1523804William Michael GuilfoileDirector 1 May 2003Other832618Harleysville National Bank & Trust CompanyParent company 1 Apr 200475% - 100%23-0672885Harleysville National BankParent company 1 Apr 200475% - 100%23-0672885Demetra Maria TakesDirector 1 Jun 2004Other4830481John William EiseleDirector 1 Oct 2004Other76519Michael B HighDirector 1 Oct 2004Other4877468Michael Barley HighDirector 1 Oct 2004Other4877468Samuel Antonio SantiagoVice president 1 Dec 2004Other4912082Donna Lee SooySr. vice president, shareholder 1 Mar 2005Other1926012Maribel EchevarriaSr. vice president, shareholder 1 Mar 2005Other1573778Maribel No Middle Name EchevarriaSr. vice president, shareholder 1 Mar 2005Other1573778Inc. David R. Kotok & AssociatesParent company 1 Jul 200575% - 100%20-2776961William WitherellV.p. global economist 1 Nov 2005Other5063601William Hoyt WitherellVice president 1 Nov 2005Other5063601Ralph GiraudVice president 1 Jan 2006Other1020391Carol Ann MulcahyVice president 1 Oct 2006Other1468012Gary Stephen KlemVice president 1 Nov 2006Other727502William Hoyt WitherellVice president 1 Aug 2007Other5063601Robert Allen EisenbeisVp/chief monetary economist 1 Jan 2008Other5485323Michael Dennis McnivenVice president 1 Apr 2009Other5676699Therese Michele PantalioneManaging director/,shareholder 1 Dec 2009Other1523804Phyllis StreitManaging director, cfo, secretary, shareholder 1 Dec 2009Other5753254Phyllis Ann StreitManaging director, cfo, secretary, shareholder 1 Dec 2009Other5753254Daisy Gloria LopezManaging director/treas 1 Dec 2009Other1079082John Robert MousseauManaging director 1 Dec 2009Other1331715Peter DemiraliManaging director 1 Dec 2009Other1628536Samuel Antonio SantiagoManaging director 1 Dec 2009Other4912082Robert Allen EisenbeisVice chairman, shareholder 1 Jan 2011Other5485323Michael Eric LewittVice preisdent 1 Jan 2012Other1706492Daisy Gloria LopezExecutive vice president/managing director/treas, shareholder 1 Nov 2012Other1079082John Robert MousseauExecutive vice president/managing director,shareholder 1 Nov 2012Other1331715Michael Dennis McnivenManaging director, shareholder 1 Nov 2012Other5676699Sharon PrizantManaging director, shareholder 1 Nov 2012Other6169468Michael F ComesVice president, shareholder 1 Nov 2012Other5765925Sharon No Middle Name PrizantManaging director, shareholder 1 Nov 2012Other6169468Nannette Leigh SaboVice president 1 Feb 2013Other2208766Matthew Craig McaleerSr. vice president 1 Feb 2014Other2215933Kelli Kristin HillVice president 1 Feb 2014Other1316798Robert Rodrigo MalvendaVice president 1 Jan 2015Other1163722Matthew Craig McaleerManaging director 1 Jan 2016Other2215933Timothy James LyleChief compliance officer 1 Mar 2018Other1111138David Raphael KotokChairman, director, cio, shareholder 1 Apr 201825% - 50%1079081Daisy Gloria LopezExecutive vice president, director, shareholder 1 Apr 2018Other1079082John Robert MousseauPresident, ceo, director, shareholder 1 Apr 2018Other1331715Phyllis Ann StreitCfo, secretary, treasurer, director, shareholder 1 Apr 2018Other5753254Michael Dennis McnivenSr. vice president, shareholder 1 Apr 2018Other5676699Matthew Craig McaleerExecutive vice president, director, shareholder 1 Apr 2018Other2215933Patricia Mary HealySr vice president, shareholder 1 Apr 2018Other1632609David Emerson SparksDirector, shareholder 1 Apr 2018Other1467941Lawrence Edward DonatoDirector, shareholder 1 Apr 2018Other1207236Jerome Irwin MarcusDirector, shareholder 1 Apr 2018Other6962504