As an investment analyst, Allison is responsible for building and maintaining investment portfolio reports for risk, attribution, and quantitative analytics. She is also responsible for daily portfolio compliance, performance monitoring, and running bond modeling systems. She assists with researching investment opportunities for their environmental and social impacts as well as community development activities that meet the Community Reinvestment Act (CRA). Allison is part of the firm’s analyst program where she works with the senior portfolio managers learning how to analyze each sector within CCM’s investment portfolios.
Allison joined CCM following an internship with Morgan Stanley and Oppenheimer & Co. Inc. where she assisted financial advisers with client services, proposals, asset allocation, and models. She also helped wealth managers with sales outreach and coordinated client events. Allison received her B.A. in Finance from Florida Atlantic University. She also completed the school’s Financial Analyst Program.