As an operations analyst, Alex manages daily cash and reconciliation reports, trade settlements, cash management, and various reporting tasks for CCM’s mutual funds and separate accounts. He also plays a key role in supporting the firm’s trade processes, data management, and portfolio operations.

Biography:

Alex joined CCM after serving as a compliance analyst at Charles River Development, where he specialized in portfolio filings, pre- and post-trade workflows, and compliance monitoring. Prior to that, he worked at JP Morgan, providing compliance reporting and risk management services to institutional clients. Alex also held roles at Bank of America as a premier banking client manager and investment services representative. Alex received his B.A along with his M.A in English from Florida Atlantic University.