Matthew Craig McAleer

Director of Research - Equity at Cumberland Advisors, Inc.

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Profile

Mr. Matthew C.
McAleer is a President & Director of Private Wealth at Cumberland Advisors, Inc. He is responsible for overseeing all aspects of Cumberland Advisors’ equity group including portfolio management, research and trading.
With a focus on quantitative research, He uses detailed trend, price and relative strength analysis to manage portfolio construction and to identify investment opportunities across multiple asset classes.
He has over 25 years of investment management experience.
Mr. McAleer began as an Investment Advisor in 1994 analyzing bonds, stocks, mutual funds and eventually exchange-traded funds at Wheat First Securities.
At Wheat First Securities, he began developing the portfolio management style that has become his hallmark management style that focuses on tactical asset allocation using trend and relative strength analysis.
Mr. McAleer previously led the tactical asset allocation strategies at Hudson Canyon Investment Counselors and Classic Asset Management.
He holds a B.S.
degree in Marketing/Economics from Rider University.

Matthew Craig McAleer active positions

Companies	Position	Start
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).	Director of Research - Equity	2017-12-31

All active positions of Matthew Craig McAleer

Former positions of Matthew Craig McAleer

Companies	Position	End
Princeton Capital Management LLC Princeton Capital Management LLC Investment ManagersFinance Princeton Capital Management LLC (Princeton Capital) is an independent registered investment advisor headquartered in Red Bank, New Jersey. On September 2017, Hudson Canyon Investment Counselors LLC (founded in 2001) acquired the assets of Princeton Capital Management, Inc. (founded in 1988) and changed its name from Hudson Canyon Investment Counselors LLC to Princeton Capital Management LLC. Princeton Capital offers investment advice to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, other pooled investment vehicles, family offices, civic, education and artistic organizations, other investment advisers and other business entities.	Portfolio Manager-Equities	2014-01-30
Classic Asset Management LLC Classic Asset Management LLC Investment ManagersFinance Classic Asset Management LLC provides investment advice. The private company is based in Colts Neck, NJ.	President	-
RBC Wealth Management RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.	Portfolio Manager-Equities	-
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO.	Corporate Officer/Principal	1996-12-30

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Training of Matthew Craig McAleer

Rider University

Undergraduate Degree

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Linked companies

Private companies	5
Princeton Capital Management LLC Princeton Capital Management LLC Investment ManagersFinance Princeton Capital Management LLC (Princeton Capital) is an independent registered investment advisor headquartered in Red Bank, New Jersey. On September 2017, Hudson Canyon Investment Counselors LLC (founded in 2001) acquired the assets of Princeton Capital Management, Inc. (founded in 1988) and changed its name from Hudson Canyon Investment Counselors LLC to Princeton Capital Management LLC. Princeton Capital offers investment advice to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, other pooled investment vehicles, family offices, civic, education and artistic organizations, other investment advisers and other business entities.	Finance
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO.	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
RBC Wealth Management RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.	Finance
Classic Asset Management LLC Classic Asset Management LLC Investment ManagersFinance Classic Asset Management LLC provides investment advice. The private company is based in Colts Neck, NJ.	Finance

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