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Michael Orlando
Gestionnaire de Portefeuille-Actions chez Cumberland Private Wealth Management, Inc.
Profil
Mr. Michael Orlando is an Associate Portfolio Manager at Cumberland Private Wealth Management, Inc. He has been with the firm since 2016.
With over fifteen years of wealth management experience, he applies his investment counseling and financial planning knowledge to assist each client with their unique needs.
Prior to Cumberland, Mr. Orlando was an Advisor at a boutique Family Office in Toronto, where he provided strategic investment, financial, tax and estate planning advice to high net worth clients.
Mr. Orlando holds a B.B.A.
double major in Finance and Economics from Bishop’s University.
Postes actifs de Michael Orlando
Sociétés | Poste | Début |
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Cumberland Private Wealth Management, Inc.
![]() Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Gestionnaire de Portefeuille-Actions | 01/09/2016 |
Formation de Michael Orlando
Bishop's University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
Entreprise privées | 1 |
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Cumberland Private Wealth Management, Inc.
![]() Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Finance |