|Gabby Bastos is a Marketing Assistant responsible for assisting in the development and implementation of investment marketing materials, writing monthly blogs, and coordinating the firm’s social media efforts. She also serves as a liaison between the firm’s investment and marketing teams and assists with special projects. Gabby holds a BS in International Studies/Economics with a minor in Human Rights from the University of California, San Diego. During her undergraduate career, Gabby held internships in Hong Kong, Chicago, and D.C. where she spent one semester working on an Impact Evaluation team for the Inter-American Development Bank.|
Director of Shareholder Relations
|Jessica Botelho is the Director of Shareholder Relations primarily responsible for shareholder servicing, CRA research, and impact investment reporting. Jessica is the primary liaison for bank shareholders and assists with all facets of their CRA Investment Test needs including: CRA documentation and fulfillment, proactive summary earmarking letters prior to a bank's CRA exam, and maintaining relationships with federal regulators. She is also responsible for quarterly impact investment reporting for separately managed account clients, providing clients with comprehensive information on the positive impact of their fixed-income investment portfolio and how it furthers their specified impact investment goals.
Jessica previously worked at Acadian Asset Management as a Senior Client Service Associate and Client Service and Marketing Analyst for Fox Asset Management LLC, a subsidiary of Eaton Vance.
Jessica began her investment career in 2006 and holds a BS in Business Marketing from the University of Massachusetts Dartmouth, Charlton College of Business. Jessica holds her FINRA licenses: Series 6 & 63.
Junior Investment Analyst
|Ivan Cassuto is a Junior Investment Analyst responsible for supporting the investment team in monitoring portfolio compliance, performing loan level research, and conducting Fixed Income investment valuation. Prior to joining Community Capital Management, Ivan was a registered Financial Advisor at a Florida based sell-side firm where he was responsible for developing client relationships and facilitating the trading of Equity IPOs and registered secondary products. Ivan started his career as a member of the Global Equities Trading Division of Deutsche Bank Securities where he worked alongside Regulatory Affairs officers to conduct client research, investigate department specific regulatory mandates put in place by Financial Regulators, and implement procedural change to comply with the current regulatory environment. Ivan holds a BS in Finance from Florida State University and FINRA Series 7 & 63 Licenses.|
Founder, Chief Executive Officer and Chief Investment Officer
|Todd Cohen is CEO, Chief Investment Officer and a Founder of Community Capital Management. In 1999, he created the CRA Qualified Investment Fund, which is the largest dedicated fixed-income, impact investing mutual fund with assets of approximately $2 billion.
As CEO, Todd focuses on strategic marketing initiatives, client relationship management and product development to expand the firm's product offerings. In 2013, he created the CCM Alternative Income Fund to fill the void of a market-neutral income oriented, publicly traded mutual fund.
In his role as CIO, Todd oversees the portfolio management team and is responsible for strategy formulation for the firm’s portfolios and client portfolio management. Todd also plays a key role in portfolio analysis including: portfolio fundamentals, asset allocation, holdings, attribution, and portfolio rebalancing.
Prior to founding Community Capital, Todd co-founded SunCoast Capital Group, Ltd., an institutional, fixed income broker/dealer. He began his investment career in 1988 and holds a BS in Finance from the University of Florida. Todd holds his FINRA Licenses: Series 6 & 7.
Associate Shareholder Relations
|Robin Davis is a Shareholder Relations Associate responsible for assisting with shareholder correspondence, data entry, and reports, in addition to maintaining and monitoring the firm’s shareholder reporting website portal. Robin joined CCM’s Charlotte Office with an expertise in wealth management having worked at a range of financial services. Prior to CCM, Robin worked at TIAA for twelve years in positions including Individual Consultant, Wealth Management Consultant, and Wealth Management Client Relationship Consultant. Robin also worked at Bank of America as a Discount Brokerage Senior Investment Specialist/Officer and Wachovia in Discount Brokerage positions. Robin holds a BA in Organization Management from Barber Scotia College and FINRA Series 7 & Series 63 Licenses.|
|Michelle DeLaCruz is an Operations Specialist responsible for daily reconciliation, cash management and middle/back office operations. She plays an important role on the investment management team in supporting trade processes, data and portfolio management functions.
Before joining Community Capital Management, Michelle worked at Bloomberg Financial, LP in New York City as a Securitized Sales Specialist. She traveled throughout the country working extensively with fixed income asset managers to provide bond modeling and portfolio surveillance analytics to help them make better-informed investment decisions.
Michelle holds a BA in Economics from the University at Albany, State University of New York.
David K. Downes, CPA
|David Downes is Vice Chair of Community Capital Management, and serves as the primary liaison between CCM and the Board of Directors for the Community Capital Trust.
Before Community Capital, David was President and Chief Executive Officer of Delaware Family of Funds, and COO and CFO of Lincoln National Investment Companies and Delaware Investments. He began his investment career in 1963, holds a BS from Pennsylvania State University, and is a Certified Public Accountant. David serves on the Board of Directors for Internet Capital Group, Oppenheimer Funds and THL Credit, Inc. He is also the appointed Chair of the U.S. Trust Investment Committee of Glaxo Smith Kline. David holds his FINRA Licenses: Series 7, 24, 27 & 63.
Director of Municipal Research, Portfolio Manager
|Julie Egan is Director of Municipal Research, Portfolio Manager at Community Capital Management primarily responsible for municipal credit analysis and research. As part of the portfolio management team, Julie assists in analyzing and structuring new deals on behalf of clients. Julie is also a member of the Investment Management and Trading Committee.
In 2015, Ms. Egan was elected to the Smith’s All Star First Analyst Team in Housing and has been a consistent nominee for Smith's All-Star Municipal Analyst Team. In 2014 and 2013 she was elected to its Second Team and Third Team, respectively.
Julie serves on the Board and as Vice Chair of the National Federation of Municipal Analysts. She previously served as President for the Southern Municipal Finance Society from 2008 to 2010 and 2012.
Prior to CCM, Julie was a Senior Municipal Research Analyst and Director at Evergreen Asset Management Corporation, Wachovia's asset management arm and currently Wells Cap. Prior to that, she was a Senior Municipal Research Analyst for John Nuveen & Company, Inc. in Chicago and began her investment career in 1986.
Julie holds a BBA in Finance from Kent State University and an MBA from Case Western Reserve University and holds her FINRA Licenses: Series 6 & 63. She is an associate member of the CFA Institute and the CFA North Carolina Society.
|Ricky Fernandez is an Investment Analyst primarily responsible for supporting the portfolio managers in all facets of fixed income portfolio management.
Prior to joining Community Capital Management, Ricky worked for Morgan Stanley as a Wealth Management Analyst in Honolulu, Hawaii and a Registered Associate in Miami, Florida. While he was with Morgan Stanley, he assisted with fixed income trading, provided research and analysis for investment decisions and reported on portfolio performance and financial market conditions.
Ricky holds a BBA in Finance from the University of Hawaii and holds his FINRA Licenses 7 & 66. Ricky has passed all three levels of the CFA Program and may be eligible for the charter upon completion of the required work experience.
Elliot Gilfarb, CFA
Senior Portfolio Manager
|Elliot is a senior portfolio manager, responsible for portfolio management, research and trading at Community Capital Management, Inc. He serves as the Chair of the Investment Management and Trading Committee and works closely with the Chief Investment Officer on setting strategic asset allocation, security selection and yield curve positioning for the Firm’s mutual funds, separately managed accounts and private funds. Elliot oversees the investment team’s portfolio analytics capabilities, including attribution and holdings analytics and client reporting. He also works closely with the credit research department and investment analysts on credit and financial analysis prior to making any buy/sell decisions.
Mr. Gilfarb joined CCM in 2006 and has been an integral part of the investment team, helping to manage and grow assets under management to more than $2 billion.
Elliot holds a BS in Finance from the University of Florida, is a CFA charterholder, and is a member of the CFA Society of South Florida. Elliot holds his FINRA Licenses: Series 7, 63 & 66. He formerly worked as a Financial Advisor at Morgan Stanley.
Alyssa D. Greenspan, CFA
President and Chief Operating Officer
|Alyssa Greenspan is President and Chief Operating Officer of Community Capital Management responsible for creating long- and short-term strategies surrounding the sales and marketing of products and services as well as working with the CEO on the development of current and new offerings. Alyssa is also responsible for managing the day-to-day activities and operations of the firm as well as overseeing risk management, including portfolio compliance, and client service.
Ms. Greenspan joined CCM in 2003 and has helped grow its assets under management to more than $2 billion. She has been involved in the creation of detailed impact metrics and customized reporting, working closely with clients to understand both their impact and investment goals. In 2014, Alyssa was elected to the board of directors of U.S. SIF - The Forum for Sustainable and Responsible Investment Board and has been an active member of the organization for many years. Alyssa is a member of the Women Presidents' Organization, a non-profit membership organization for women presidents, CEOs, and managing directors of privately held companies.
Alyssa is also involved in giving back to her community. She volunteered her time as a Reading Pal through the United Way of Broward County's ReadingPals program, an early literacy initiative for children in kindergarten through third grade. Alyssa is a past mentor for Take Stock in Children, a non-profit organization that provides college scholarships for low-income and at-risk students in Florida as well as other volunteer opportunities.
She holds a BSM in Finance from Tulane University, an MBA from the University of Miami, and is a CFA charterholder. Alyssa is a member of the CFA Institute and the CFA Society of South Florida. Alyssa holds her FINRA Licenses: Series 6, 7, 24, 26 & 63. She began her investment career at Northern Trust as an investment officer and was a senior equity analyst at Morningstar.
Chief Marketing Officer
|Jamie Horwitz is Chief Marketing Officer at Community Capital Management responsible for developing and implementing the firm's overall positioning in the market. This includes oversight of firm-wide communications, strategic marketing initiatives, media relations, marketing compliance, websites, social media presence and all marketing materials.
Jamie previously worked in the corporate marketing department at Bear, Stearns & Co. Inc. and as a credit analyst at Chase Manhattan Bank in New York City.
Jamie volunteers her time as a Reading Pal through the United Way of Broward County's ReadingPals program. The program is an early literacy initiative for children in kindergarten through third grade. It focuses on ensuring children have been exposed to the wonders of literature and are reading at grade level at the end of third grade. She is a past mentor for Take Stock in Children, a non-profit organization that provides college scholarships for low-income and at-risk students in Florida.
From 2010-2013, Jamie served on the Board of Directors of PAICR and as Treasurer from 2011-2013. In 2013, Jamie successfully participated in the Chartered Financial Analyst (CFA) Pilot Program for its newest program, the Claritas® Investment Certificate.
Jamie holds a BA in Economics from the University of Michigan. She holds her FINRA Licenses: Series 6 & 63.
Senior Portfolio Manager
|Andy Kaufman is a senior portfolio manager, responsible for portfolio management, research and trading at Community Capital Management, Inc. He works closely with the Chief Investment Officer on setting strategic asset allocation, security selection and yield curve positioning for the Firm’s mutual funds, separately managed accounts and private funds. Additionally, Andy also oversees the portfolio management team’s fundamental economic analysis, cash flow modeling and return forecasts. Andy is a member of the firm’s Investment Management and Trading Committee, as well as the Compliance Committee.
Mr. Kaufman began his career at BlackRock Financial Management in New York City where he spent the majority of his ten years as a fixed income portfolio manager. He joined BlackRock in the Portfolio Risk and Quantitative Analysis Group, as an alternative investment portfolio analyst, focusing on the firms hedge funds, commercial mortgage REIT, private equity and CDO businesses. Mr. Kaufman quickly advanced to the Portfolio Management Group where he was ultimately responsible for managing $200 billion in multi-sector relative value separate account portfolios. Additionally, Mr. Kaufman headed the fundamental fixed income Canadian dollar separate account business and was a member of BlackRock’s investment strategy group.
After BlackRock, Andy was recruited to join Mercantil Commercebank as a portfolio manager where he was solely responsible for managing the bank’s $1.75 billion residential mortgage backed securities portfolio consisting of agency pass-throughs, CMOs, hybrid arms and HECMs. Additionally, Mr. Kaufman built the bank’s $450 million commercial mortgage backed security (CMBS) investment platform inclusive of research, analytics and security selection.
Mr. Kaufman holds a BS in Finance, with distinction, from The Pennsylvania State University.
|Maria Leon is Community Capital's Office Manager, assisting with general HR and business operations including playing an integral role in shareholder documentation and fulfillment.
Prior to joining Community Capital, Maria worked as an Administrative Assistant at PRC in Miami for nine years and before that was an Administration Assistant at Starboard Holdings in Miami for eight years.
Stefanie J. Little
Chief Compliance Officer
|Stefanie Little is Chief Compliance Officer responsible for overseeing all firm- and fund-related compliance. Stefanie has worked with registered mutual funds, hedge funds, private pooled vehicles, institutional and retail separate accounts and wrap programs. She has also developed compliance programs including the creation of comprehensive policies and procedures and oversight of operational implementation.
Stefanie is a graduate of the University of Delaware and Widener Law School.
James H. Malone, CFA
Chief Financial Officer - Director of Investment Platforms
|James Malone is Chief Financial Officer and Director of Investment Platforms responsible for business development with research platforms including broker-dealers, retirement plans, consultants, banks and bank trust platforms in addition to managing all finance operations and financial reporting.
James previously worked at Franklin Templeton Distributors as Vice President of the Investment Platform Division and was also responsible for business development with research platforms across multiple distribution channels. At Franklin Templeton, James generated significant mutual fund platform wins and new sub-advisory mandates with major financial institutions. Prior to Franklin Templeton, he was a senior product manager at Putnam Investments, where he was responsible for product management of various alternative investments including the THL Partners private equity funds. James began his career as a Certified Public Accountant at PricewaterhouseCoopers.
James holds a BS in Finance and Accounting from Northeastern University in Boston, Massachusetts. James is a Certified Public Accountant (inactive), a CFA Charterholder and a member of the CFA Institute and the CFA Society of South Florida. He is on the Board of Directors and Finance Committee (Chair) of Sawgrass Adventist School, a private elementary school in South Florida. James holds his FINRA Licenses: Series 7 & 63.
Max Mortellaro, CFA
Client Portfolio Manager
|Max Mortellaro is a Client Portfolio Manager responsible for marketing and sales functions for CCM’s products to family offices and bank trust departments. He also assists with wholesale efforts and acts as the primary interface between internal divisions and the investment team.
Prior to joining CCM, Max worked at Wells Fargo from 2007 to 2015 starting as a financial analyst and moving up to assistant vice president, relationship manager for commercial banking relationships. In this role, he executed numerous types of transactions including direct credit origination, leveraged transactions, large syndicated bank facilities, acquisition financing, bond issuance and investment advisory services.
Max holds two Bachelors of Science in Business Degrees (Finance and Entrepreneurial Management) from the University of Minnesota and is a CFA Charterholder. He has been a volunteer for Junior Achievement, whose mission is to prepare young people to succeed in a global economy, and also to the Jeremiah Program, a nationally recognized nonprofit organization helping to transform families from poverty to prosperity two generations at a time.
David F. Sand
Chief Impact Investment Officer and Chief Investment Strategist
|David Sand is Chief Impact Investment Officer and Chief Investment Strategist at Community Capital Management primarily responsible for business development and creating new products to meet the needs of existing and future clients. David has more than 30 years of investment management experience and is a trailblazer in the socially responsible/impact investing arena. In 1994, he co-founded Access Capital Strategies and served as its president and chief investment officer from 1994 to 2010. In this capacity, he pioneered the development of market-rate, fixed income impact investments for institutional investors. Most recently, he worked as a consultant to Community Development Financial Institutions (CDFI's), non-profits and social enterprises. He received his bachelor's degree from Princeton University and a master's degree in public administration from Harvard University's John F. Kennedy School of Government. David serves on the following boards: New York Advisory for Enterprise Community Partners, Croatan Institute, and Aeris. He is also a former board member of U.S. SIF: The Forum for Sustainable Investment. David holds his FINRA Licenses: Series 7 & 63.|
Client Portfolio Manager
|Andrew Shafter is a Client Portfolio Manager at Community Capital Management responsible for presenting and marketing CCM's two mutual funds to financial advisors and various distribution channels. He also serves as a liaison between internal divisions and the investment team. He is a seasoned investment professional and well-versed in all asset classes. While working on the asset management side, Mr. Shafter has served his firms in many capacities. He has been a research analyst covering various sectors, a portfolio manager for merger arbitrage and has been listed PM on various mutual funds.
Andrew earned a BA in Economics from Hobart College and an MBA from Northwestern's Kellogg Graduate School of Management. Andrew is an elected member of the Hingham School Committee and is currently serving as its Chair. He serves on the Hingham Scholarship Investment Committee and Northwestern University's Leadership Council Boston. He has earned the CTP (Certified Treasury Professional) designation which is administered by the Association of Financial Professionals (AFP) and the Fundamentals of Sustainable and Responsible Investment Certificate which is administered by USSIF. Andrew holds his FINRA Licenses: Series 7 & 63.
|Cayce Shawn is a Trader at Community Capital Management primarily responsible for mortgage-backed securities trading.
Cayce was previously a Senior Vice President at Mesirow Financial where he was responsible for buying/selling mortgage-backed securities. While he was there, he implemented an electronic trading platform to increase assets and profitability. He also managed junior traders in the Florida office and served as the firm’s Bloomberg Trading Systems Administrator. Cayce began his investment career with Mesirow in 1997. Prior to that, he was a Gunner’s Mate Third Class in the United States Navy.
Cayce received his BA in Business Administration from Atlantic International University. Cayce holds his FINRA Licenses: Series 7, 24 & 63.
|Ryan Stewart is a Credit Analyst at Community Capital Management primarily responsible for assisting with municipal credit analysis, research and portfolio management support. On a day to day basis, Ryan supports the credit research team with new purchase write-ups, ongoing surveillance of current holdings, rating change assessments and municipal bond portfolio characteristics.
Ryan previously worked as a credit analyst at Oxbow Carbon, LLC. While at Oxbow, he analyzed the financial condition of hundreds of customers, recommending credit limits to Oxbow’s Credit Committee.
Ryan holds a BS with a double major in Finance and Accounting from Florida State University and is a level II CFA candidate.