Today, Cumberland Partners is becoming one of the leading outsourced marketing firms in the industry. We are a collective of experienced investment professionals who focus on building relationships and raising assets for a limited number of high-quality investment managers.
We formed Cumberland Partners LLC in 2010 when we decided it was time to chart our own course and unite our talents, skills and contacts into one smart, hardworking group. After all, we had worked together before, on both sides of the equation, as investment consultant and money manager, client and marketer, and had always respected one another’s capabilities and highest level of ethics.
Together, our decades’ worth of complementary experience means we possess a unique, even nuanced, perspective on how to build relationships in the financial industry. Relationships which are not only viable, but also long-lasting and mutually productive for all parties.
Matthew L. Morice, CFA
Managing Director
Matt has more than 20 years of institutional investment experience and co-founded Cumberland Partners in 2010. From 2007 until 2009, Matt was Managing Director of Consultant Relations at Rothschild Asset Management, where he led the effort to market ten investment strategies to the consultant community. From 2001 to 2007, he served as Senior Vice-President of Institutional Marketing and Client Service for Eagle Asset Management.
Andrew G. Taylor, CFA
Managing Director
Andrew has more than 20 years of institutional investment experience and is a co-founder of Cumberland Partners. From 2008 until March 2010, he provided marketing services as an independent consultant to SouthernSun Asset Management (formerly Cook Mayer Taylor), a registered investment adviser. Prior to then, Andrew was a principal at SouthernSun for nearly 20 years, serving as president of SouthernSun Asset Management and responsible for client relations and business development. His duties also included investment research, portfolio management and supervision of trading and compliance. From 2004 until 2006, he served as chief compliance officer. Andrew was the co-portfolio manager for the New River Small Cap Fund, predecessor of the SouthernSun Small Cap Fund, from its inception in 2003 until 2008. He has been a Chartered Financial Analyst (CFA) charterholder since 1993.
Andrew received a BBA in finance/marketing from Baylor University and an MBA in finance from Baylor University. He currently serves as board chair for the Make-A-Wish Foundation of the Mid-South. He also serves on the board of the Memphis Development Foundation that operates the Orpheum Theatre.
We formed Cumberland Partners LLC in 2010 when we decided it was time to chart our own course and unite our talents, skills and contacts into one smart, hardworking group. After all, we had worked together before, on both sides of the equation, as investment consultant and money manager, client and marketer, and had always respected one another’s capabilities and highest level of ethics.
Together, our decades’ worth of complementary experience means we possess a unique, even nuanced, perspective on how to build relationships in the financial industry. Relationships which are not only viable, but also long-lasting and mutually productive for all parties.
Managing Director
Matt has more than 20 years of institutional investment experience and co-founded Cumberland Partners in 2010. From 2007 until 2009, Matt was Managing Director of Consultant Relations at Rothschild Asset Management, where he led the effort to market ten investment strategies to the consultant community. From 2001 to 2007, he served as Senior Vice-President of Institutional Marketing and Client Service for Eagle Asset Management.
We possess a unique, even nuanced, perspective on how to build relationships in the financial industry.
From 1989 until 2001, Matt was an investment consultant at Consulting Services Group, acting as Director of Fixed Income from 1994 until 1997. He has passed the FINRA general securities representative (Series 7) qualification examination and the state securities agent (Series 63) and state investment adviser representative (Series 65) qualification examinations. Matt has been a Chartered Financial Analyst (CFA) charterholder since 1997. He has a BA in finance with a minor in economics from the University of Memphis.
Managing Director
Andrew has more than 20 years of institutional investment experience and is a co-founder of Cumberland Partners. From 2008 until March 2010, he provided marketing services as an independent consultant to SouthernSun Asset Management (formerly Cook Mayer Taylor), a registered investment adviser. Prior to then, Andrew was a principal at SouthernSun for nearly 20 years, serving as president of SouthernSun Asset Management and responsible for client relations and business development. His duties also included investment research, portfolio management and supervision of trading and compliance. From 2004 until 2006, he served as chief compliance officer. Andrew was the co-portfolio manager for the New River Small Cap Fund, predecessor of the SouthernSun Small Cap Fund, from its inception in 2003 until 2008. He has been a Chartered Financial Analyst (CFA) charterholder since 1993.
Andrew received a BBA in finance/marketing from Baylor University and an MBA in finance from Baylor University. He currently serves as board chair for the Make-A-Wish Foundation of the Mid-South. He also serves on the board of the Memphis Development Foundation that operates the Orpheum Theatre.