Alex is a portfolio manager for the CCM Core Impact Equity Fund, the CCM Small/Mid-Cap Impact Value Fund, and the CCM Alternative Income Fund. His day-to-day responsibilities include researching new investments, building and maintaining financial models, and trading. Alex also works with CCM’s impact team conducting equity ESG research.
Biography:
Alex joined CCM after graduating from Bentley University in Waltham, Massachusetts. During college, he completed internships at Mediacom Communications, where he was a financial operations summer analyst, and at Oppenheimer Funds where he spent a summer as an equity research analyst. Alex received his B.S. in Economics-Finance from Bentley University and is a CFA charterholder.