As chief executive officer and president, Alyssa has oversight responsibilities for CCM’s operating business, including its strategic direction and investment strategies. In addition, Alyssa is responsible for managing the operations of the firm as well as overseeing risk management, compliance, and client service. As an impact and ESG industry veteran, Alyssa is a frequent speaker on the topic and has been involved in the creation of detailed impact metrics and customized reporting at CCM, working closely with clients to understand both their impact and investment goals. Alyssa is a member of CCM’s board of directors, Compliance Committee, DEI Committee, Impact and CRA Committee, and Enterprise Risk Management Committee — and chair of CCM’s Strategic Management Committee.
Biography:
Alyssa began her career at Northern Trust Bank, rising to investment officer before joining Morningstar, Inc., as a senior equity analyst covering the financial services sector. In 2003, Alyssa joined CCM as a portfolio manager and was promoted to chief operating officer in 2009 and president in 2015. Alyssa served two terms on the board of directors of U.S. SIF — The Forum for Sustainable and Responsible Investment, including serving as Treasurer and as part of the Executive Committee. She is also a past director of Impact Shares, which offers socially conscious ETFs with an evolving set of criteria defined by non-profit partners. Alyssa is committed to giving back to her community. She is involved with Women United of the United Way of Broward County, which focuses on education, inspiring, and empowering women of all ages, and the Junior Achievement’s Circle of Wise Women. Alyssa encourages all CCM employees to volunteer and give back to their communities. Alyssa received her B.S.M. in finance from Tulane University and an M.B.A. from the University of Miami. She is a CFA charterholder and holds FINRA licenses: Series 6, 7, 24, 26 and 63.