Alex is a portfolio manager for the CCM Core Impact Equity Fund and the CCM Small/Mid-Cap Impact Value Fund. He also collaborates with the portfolio management team on managing the equity sleeve of CCM’s liquid 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.
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.