As chief investment officer, Andy plays a pivotal role in shaping and executing the firm’s investment strategy, leading the portfolio management team with a focus on optimizing performance and delivering long-term value to investors. With deep expertise in macroeconomic analysis, credit markets, and risk management, Andy is responsible for setting the strategic direction of the firm’s portfolios, overseeing asset allocation decisions, driving cash flow modeling, forecasting returns, and guiding fundamental research across CCM’s mutual funds, separately managed accounts, and its ETF. In addition to portfolio management, Andy spearheads new product development, identifying and structuring innovative investment solutions that align with the firm’s strategic objectives and evolving market opportunities. His leadership in this area has helped CCM expand its offerings, with the goal of enhancing value for investors and reinforcing the firm’s commitment to innovation in impact investing. As a respected voice in the industry, Andy is frequently invited to speak at industry events on fixed income markets, economic trends, and impact investing. Andy is a member of the firm’s Impact and CRA Committee, Investment, Trading & Valuation Committee, and Management Committee.
Biography:
Andy began his career at BlackRock Financial Management in New York City, spending a decade as a fixed income portfolio manager. He started in the portfolio risk and quantitative analysis group as an alternative investment portfolio analyst, focusing on hedge funds, commercial mortgage REITs, private equity, and CDOs. He quickly advanced to BlackRock’s portfolio management team, where he managed $200 billion in multisector relative value separate account portfolios. Andy also led the $6 billion fundamental fixed income Canadian dollar separate account business and was a member of BlackRock’s investment strategy group. After leaving BlackRock, Andy relocated to sunny South Florida, where he joined Mercantil Commercebank as a portfolio manager. There, he managed the bank’s $2.25 billion mortgage-backed securities portfolio, which included pass-throughs, CMOs, hybrid arms, and HECMs. He also developed the bank’s $450 million non-agency CMBS investment platform, building its research, analytics, and security selection framework. Andy serves as a board of director on the Pennsylvania State University Sustainability board and Scale Link, a community development financial institution. Andy received his B.S. in Finance, with distinction, from Pennsylvania State University.