As president and chief operating officer, Alyssa is responsible for strategic planning, human resources, and new product development. In addition, Alyssa is responsible for managing the day-to-day activities and operations of the firm as well as overseeing risk management, including portfolio 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, Management Committee, DEI Committee, Impact and CRA Committee, and Enterprise Risk 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, most recently 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 of CCM’s employees to volunteer via participation in the United Way of Broward’s Annual Day of Caring; Feeding for South Florida volunteer days; and other local opportunities. 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 & 63.