As a credit analyst, Allison is responsible for assisting in all aspects of the corporate and municipal credit review process. This includes analyzing and monitoring individual credits, while seeking out relative value opportunities in the space. Prior to being a credit analyst, Allison was as an investment analyst in the firm’s analyst program where she worked 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.