Phyllis Streit
Profile
Ms. Phyllis Streit is Chief Financial Officer & Managing Director at Cumberland Advisors, Inc since 2008.
Prior to that she served as Elk Township, NJ Committeewoman from 2001 to 2004, with appointments on Finance, MUA, Personnel, Recreation, and Public Works committees.
She has also served as a board member on the Elk Township Combined Planning and Zoning Board from 1999 to 2000 and from 2004 to 2007 and served in various capacities on the Elk Township Recreation Committee from 1998 to 2005, Elk Township Little League from 1996 to 2003, and Aura Home & School Association from 1993 to 2001.
Ms. Streit holds a Bachelor of Science in Accounting from Strayer University.
Former positions of Phyllis Streit
Companies | Position | End |
---|---|---|
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 Finance/CFO | - |
Training of Phyllis Streit
Strayer University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
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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 |
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