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.

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.