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Profile
Mr. Benjamin Pease is an EVP & Managing Director of Asset Management at Cumberland Advisors, Inc. He is also Chief Innovation Officer of the firm.
He leads the Asset Management business line with responsibility for developing and leading strategic growth objectives.
His oversight includes fixed income portfolio management, SMA product, business development, and client experience.
As Chief Innovation Officer, he also identifies and implements forward-thinking strategies for the firm, fostering an innovative culture.
He brings over 25 years of experience to his role, including nine years at Breckinridge Capital Advisors in Boston where he served as Head of Trading, a member of the Investment Committee, and a member of the Risk Committee.
Previously, he was Vice President of TD Asset Management USA. His extensive experience spans trading, investment management, system efficiencies, and the scalability of customized separately managed accounts (SMA).
He received his undergraduate degree from Southern New Hampshire University and an MBA from Southern New Hampshire University.
Ben Pease active positions
| Companies | Position | Start |
|---|---|---|
Cumberland Advisors, Inc.
 Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors selects or creates custom investment strategies to suit the risk tolerance for each individual client. The firm seeks to manage risk as well as return. They strive to offset the erosion of financial assets by inflation, and to realize appreciation so that the real value of assets is maintained. Cumberland Advisors construct portfolios of bonds, stocks, or both. | Analyst-Fixed Income | 01/10/2023 |
Former positions of Ben Pease
| Companies | Position | End |
|---|---|---|
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge aims to provide their clients with portfolios that preserve capital while prudently improving returns. The firm’s investment process combines a top-down economic outlook with bottom-up fundamental credit research, ESG analysis and efficient trading to best meet client needs. They offer sector-focused, multi-sector and sustainable investment grade bond strategies in customized separate accounts. Strategies can be customized by benchmark, duration target, credit quality, sector weightings and value-based screens. | Trading-Fixed Income | 01/05/2023 |
TDAM USA, Inc.
 TDAM USA, Inc. Investment ManagersFinance TDAM USA is a global investment manager that offers an array of fundamental and quantitative, active and passively managed investment strategies and products. They offer custom solutions, including asset liability matching and portfolio transition management, as well as other specialized segregated investment management services, including cash management and currency overlay. The firm uses various methods of security analysis in formulating investment advice. Their fixed income investment philosophy is based upon strong and independent credit research. Proprietary research is vital to the firm’s investment process and forms the basis for all of their investment decisions. | President | 01/05/2014 |
Training of Ben Pease
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
27
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
TDAM USA, Inc.
TDAM USA, Inc. Investment ManagersFinance TDAM USA is a global investment manager that offers an array of fundamental and quantitative, active and passively managed investment strategies and products. They offer custom solutions, including asset liability matching and portfolio transition management, as well as other specialized segregated investment management services, including cash management and currency overlay. The firm uses various methods of security analysis in formulating investment advice. Their fixed income investment philosophy is based upon strong and independent credit research. Proprietary research is vital to the firm’s investment process and forms the basis for all of their investment decisions. | Finance |
Cumberland Advisors, Inc.
Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors selects or creates custom investment strategies to suit the risk tolerance for each individual client. The firm seeks to manage risk as well as return. They strive to offset the erosion of financial assets by inflation, and to realize appreciation so that the real value of assets is maintained. Cumberland Advisors construct portfolios of bonds, stocks, or both. | Finance |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge aims to provide their clients with portfolios that preserve capital while prudently improving returns. The firm’s investment process combines a top-down economic outlook with bottom-up fundamental credit research, ESG analysis and efficient trading to best meet client needs. They offer sector-focused, multi-sector and sustainable investment grade bond strategies in customized separate accounts. Strategies can be customized by benchmark, duration target, credit quality, sector weightings and value-based screens. | Finance |
Southern New Hampshire University
 Southern New Hampshire University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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