As an operations analyst, Alex is responsible for daily cash and reconciliation reports, trade settlement, cash management, and various reporting for CCM’s mutual funds and separate accounts. In his role, he also supports the firm’s trade processes, data management, and portfolio operation functions.

Biography:

Alex joined CCM in 2019 from Charles River Development where he was a compliance analyst. In this role, he analyzed portfolio filings, pre- and post-trade workflows, and provided advanced expertise as part of the compliance advisory team. He also developed comprehensive compliance solutions and worked with internal and external teams to enhance and optimize compliance monitoring capabilities. Prior to this, Alex was with JP Morgan in compliance primarily responsible for compliance reporting and risk management services to institutional clients. He also worked at Bank of America as a premier banking client manager and an investment services representative. Alex received his B.A along with his M.A in English from Florida Atlantic University.