![Gerald Connor](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>)
Gerald Connor
Founder at
Cumberland Private Wealth Management, Inc.
Profile
Mr. Gerald R.
Connor is an Independent Director at SQI Diagnostics, Inc., a Director & Portfolio Manager at Cumberland Investment Counsel, Inc. and a Chairman at Cumberland Private Wealth Management, Inc. He is on the Board of Directors at SQI Diagnostics, Inc. and Cumberland Investment Counsel, Inc. He continues to support the Cumberland business and client experience sharing over 50 years of investment and wealth management experience.
He is also a portfolio manager at Cumberland and its affiliate, Cumberland Investment Counsel Inc.
Prior to Cumberland, Mr. Connor was a founding partner of Connor, Clark & Company, Connor Clark & Lunn, and 20/20 Investment Management, which collectively managed over $16 billion for high net worth clients, pension plans and mutual funds.
Before that, he managed discretionary funds at Baker Weeks of Canada and headed the Canadian operations of Francis I.
DuPont and Co. Mr. Connor was a director of SQI Diagnostics Inc. for 8 years, and he was formerly a trustee of Allied Properties REIT for over 22 years, a director of the Sunnybrook Health Sciences Foundation in Toronto for 14 years, and a director of Sunnybrook Health Sciences Centre for 2 years.
He received his undergraduate degree from DePauw University.
Gerald Connor active positions
| Companies | Position | Start |
|---|---|---|
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. | Founder | 1996-12-31 |
Cumberland Investment Counsel, Inc.
 Cumberland Investment Counsel, Inc. Investment ManagersFinance CIC offers CPWM investment models to their clients. The CPWM models rely on a fundamental and GARP-oriented approach to investment analysis primarily on a bottom-up basis. Foreign and domestic companies are screened to select those that have cash flow generation, reasonable valuations or other metrics that demonstrate desirable attributes. Macro-economic factors are also considered during the screening process. | Director/Board Member | 2006-12-31 |
Former positions of Gerald Connor
| Companies | Position | End |
|---|---|---|
| SQI DIAGNOSTICS INC. | Director/Board Member | 2023-12-28 |
| ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST | Founder | 2023-05-01 |
Connor Clark & Co. Ltd.
 Connor Clark & Co. Ltd. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Founder | 1997-11-30 |
Connor, Clark & Lunn Investment Management Ltd.
 Connor, Clark & Lunn Investment Management Ltd. Investment ManagersFinance CC&L is an active, fundamentals-based manager which aims to achieve positive, risk-adjusted long-term performance relative to client benchmarks. They follow a process that is a disciplined, fundamental bottom-up approach to stock selection combining macro insights, in-house research and evaluation of a company’s management. The firm offers a full range of fixed income, equity, and multi-asset portfolios along with alternative solutions including equity extension, multi- strategy market neutral and portable alpha strategies. | Founder | 1996-12-31 |
Training of Gerald Connor
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
62
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Connor Clark & Co. Ltd.
Connor Clark & Co. Ltd. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Commercial Services |
Connor, Clark & Lunn Investment Management Ltd.
Connor, Clark & Lunn Investment Management Ltd. Investment ManagersFinance CC&L is an active, fundamentals-based manager which aims to achieve positive, risk-adjusted long-term performance relative to client benchmarks. They follow a process that is a disciplined, fundamental bottom-up approach to stock selection combining macro insights, in-house research and evaluation of a company’s management. The firm offers a full range of fixed income, equity, and multi-asset portfolios along with alternative solutions including equity extension, multi- strategy market neutral and portable alpha strategies. | Finance |
Allied Properties Real Estate Investment Trust
 Allied Properties Real Estate Investment Trust Real Estate Investment TrustsFinance Acts as a real estate investment trust | 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 |
DePauw University
 DePauw University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cumberland Investment Counsel, Inc.
Cumberland Investment Counsel, Inc. Investment ManagersFinance CIC offers CPWM investment models to their clients. The CPWM models rely on a fundamental and GARP-oriented approach to investment analysis primarily on a bottom-up basis. Foreign and domestic companies are screened to select those that have cash flow generation, reasonable valuations or other metrics that demonstrate desirable attributes. Macro-economic factors are also considered during the screening process. | Finance |
SQI Diagnostics, Inc.
 SQI Diagnostics, Inc. Medical SpecialtiesHealth Technology Manufactures and sells diagnostic testing equipment | Health Technology |
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