![Susanne Maria Alexandor](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Susanne Maria Alexandor
Gestionnaire de Portefeuille-Actions chez
Cumberland Private Wealth Management, Inc.
Profil
Ms. Susanne M.
Alexandor is a Portfolio Manager at Cumberland Private Wealth Management, Inc. Drawing on her 30 years of experience as an investment and wealth management professional, she provides discretionary investment portfolios to both high net worth and institutional investors focused on achieving their financial goals and investment objectives.
Ms. Alexandor’s experience has spanned the full spectrum of global capital markets and asset classes in varying regimes and roles.
She has held positions with leading firms in major financial centers including Deutsche Bank (DWS, Morgan Grenfell/Deutsche Asset Management in New York, London, Luxembourg), UBS Wealth Management, and Citi Private Bank (Toronto).
Prior to joining Cumberland Private Wealth, she spent seven years as a Vice President, and senior investment team member of a macro-focused boutique firm, providing downside risk managed, global tactical asset allocation strategies to the firm’s private and retail clients.
She earned a BA in Economics and German from Rutgers University.
Postes actifs de Susanne Maria Alexandor
| Sociétés | Poste | Début |
|---|---|---|
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures. | Gestionnaire de Portefeuille-Actions | 01/05/2019 |
Anciens postes connus de Susanne Maria Alexandor
| Sociétés | Poste | Fin |
|---|---|---|
Cougar Global Investments Ltd.
 Cougar Global Investments Ltd. Investment ManagersFinance Cougar Global is an active investment manager that utilizes tactical asset allocation to construct globally diversified portfolios. The firm seeks to generate the compound annualized growth rate that achieves the client’s investment objectives. Their approach to dealing with uncertainty is based on important empirical research on both capital market behavior (Rational Beliefs Theory) and on the true nature of risk (Postmodern Portfolio Theory). | Gestionnaire de Portefeuille-Actions | 01/05/2019 |
Citibank Canada
 Citibank Canada Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
UBS Wealth Management (UK) Ltd.
 UBS Wealth Management (UK) Ltd. Investment ManagersFinance UBS is an active investment manager. Their investment decisions are backed by rigorous in-depth in-house research in addition to external finance market experts. They take a long-term view and also advise investing in the stock market for medium- to long-term commitment. The UBS manager, together with their clients, defines specific investment needs and goals. They then develop an optimally diversified long-term asset allocation best suited to the client's requirements. The strategy is subsequently adjusted to reflect the bank's investment outlook. Their investment funds offer products for market segments including multiple funds for investments in equities, bonds, money market instruments and real estate. UBS has developed a disciplined investment style to ensure that the funds perform in line with the corresponding markets. Their tailored financial planning and wealth management team advises on tax optimization, estate, local and cross-border retirement planning, trust as well as real estate. Wealth management also encompasses what they term 'art banking' which focuses on fine and decorative arts, jewelry, numismatic and other collections. | Corporate Officer/Principal | - |
Morgan Grenfell Asset Management Ltd. | Corporate Officer/Principal | - |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Susanne Maria Alexandor
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Morgan Grenfell Asset Management Ltd. | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Citibank Canada
Citibank Canada Major BanksFinance Provides banking services | Finance |
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures. | Finance |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
UBS Wealth Management (UK) Ltd.
UBS Wealth Management (UK) Ltd. Investment ManagersFinance UBS is an active investment manager. Their investment decisions are backed by rigorous in-depth in-house research in addition to external finance market experts. They take a long-term view and also advise investing in the stock market for medium- to long-term commitment. The UBS manager, together with their clients, defines specific investment needs and goals. They then develop an optimally diversified long-term asset allocation best suited to the client's requirements. The strategy is subsequently adjusted to reflect the bank's investment outlook. Their investment funds offer products for market segments including multiple funds for investments in equities, bonds, money market instruments and real estate. UBS has developed a disciplined investment style to ensure that the funds perform in line with the corresponding markets. Their tailored financial planning and wealth management team advises on tax optimization, estate, local and cross-border retirement planning, trust as well as real estate. Wealth management also encompasses what they term 'art banking' which focuses on fine and decorative arts, jewelry, numismatic and other collections. | Finance |
Cougar Global Investments Ltd.
Cougar Global Investments Ltd. Investment ManagersFinance Cougar Global is an active investment manager that utilizes tactical asset allocation to construct globally diversified portfolios. The firm seeks to generate the compound annualized growth rate that achieves the client’s investment objectives. Their approach to dealing with uncertainty is based on important empirical research on both capital market behavior (Rational Beliefs Theory) and on the true nature of risk (Postmodern Portfolio Theory). | Finance |
