Michael Guy Blackmon
Director of Investments chez Cumberland Advisors, Inc.
Profil
Mr. Michael G.
Blackmon, CFA, is a Regional Director of Investments and Portfolio Manager at Cumberland Advisors, Inc. As an investment advisor representative, he represents the firm to financial advisors, institutions, and individuals.
Mr. Blackmon served as Portfolio Manager at Boston Private Wealth.
Previously, he oversaw stock and bond selection as Chief Investment Officer at Banyan Partners, responsible for client portfolios.
As a Principal and Director of Research at Cypress Trust Company, he supervised 18 portfolio managers.
Mr. Blackmon attended the Baylor School in Chattanooga, TN, and the University of North Carolina Chapel Hill, where he earned a B.S.
degree in business administration.
Michael is a holder of the Chartered Financial Analyst (CFA) designation.
Postes actifs de Michael Guy Blackmon
| Sociétés | Poste | Début |
|---|---|---|
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 Investments | 01/09/2016 |
Anciens postes connus de Michael Guy Blackmon
| Sociétés | Poste | Fin |
|---|---|---|
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Analyst-Equity | 03/11/2016 |
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Directeur en chef des Investissements | - |
Blackmont Capital, Inc.
 Blackmont Capital, Inc. Investment ManagersFinance Blackmont Capital, Inc., formerly First Associates Investments, Inc., is an investment advisor located in Toronto, Ontario. The firm is a subsidiary of Macquarie Group Ltd. (MCQEF.PK), a global provider of banking, financial, advisory, investment and funds management services to institutions, corporations and individuals. Blackmont Capital manages the Resolute Growth Fund, an open-end mutual fund and the Blackmont Corporate Bond Fund. | Fondateur | 01/01/1996 |
| Barnett Bank, NA | Corporate Officer/Principal | - |
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Corporate Officer/Principal | - |
Formation de Michael Guy Blackmon
| The University of North Carolina at Charlotte | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
Cypress Capital Group, Inc.
 Cypress Capital Group, Inc. Investment ManagersFinance Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US. | Finance |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
| Barnett Bank, NA | Finance |
Blackmont Capital, Inc.
Blackmont Capital, Inc. Investment ManagersFinance Blackmont Capital, Inc., formerly First Associates Investments, Inc., is an investment advisor located in Toronto, Ontario. The firm is a subsidiary of Macquarie Group Ltd. (MCQEF.PK), a global provider of banking, financial, advisory, investment and funds management services to institutions, corporations and individuals. Blackmont Capital manages the Resolute Growth Fund, an open-end mutual fund and the Blackmont Corporate Bond Fund. | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | 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 |
