As a credit analyst, Allison focuses on credit research and ongoing surveillance across municipal and corporate bond sectors, incorporating financial analysis with attention to use of proceeds and impact considerations. In addition to her investment responsibilities, Allison leads CCM’s bondholder engagement efforts, working with peers and issuers to advance transparency and accountability. Her work bridges traditional credit analysis with sustainable investing, underscoring engagement as an important tool in fixed income markets. She is a member of the firm’s Impact and CRA Committee.
Biography:
Allison joined CCM after internships at Morgan Stanley and Oppenheimer & Co. Inc., where she supported financial advisers with client services, proposals, asset allocation strategies, and financial modeling. She also assisted wealth managers with sales outreach and client events. Allison received her B.A. in Finance from Florida Atlantic University. She also completed the school’s Financial Analyst Program.