As a senior client portfolio manager, Andy represents the firm and its investment strategies and capabilities in client meetings and across all asset gathering channels. He serves as a liaison between the portfolio management team and clients/prospects to ensure the team’s investment strategies are effectively represented and maintains a detailed understanding of portfolio activity, performance analytics, and positioning. Andy is frequently consulted by clients and advisors looking to determine how impact investing fits with their overall investment allocations and strategies. He has spoken at many conferences and events on impact and ESG investing and CCM’s pioneering role as a fixed income impact investing manager. Andy works closely with the investment, operations, sales, and marketing teams in business-related activities and outreach, marketing content, and pipeline of opportunities.
Andy is a seasoned investment professional and well-versed in all asset classes. He joined CCM from Longfellow Investment Management (LIM) where he was a product manager, senior analyst and a portfolio manager on the merger arbitrage strategy. Prior to LIM, he was involved with institutional fixed income trading and sales at SunTrust Capital Market, Goldman Sachs, and Banc One Capital Markets. Andy is active in his community as he has served as chair of the Hingham Public Schools’ School Committee (Board of Education), past member of the Hingham Scholarship Investment Committee, and co-founder/past president of the Hingham Flag Football. He is active with Catholic Charities of Boston, Northwestern Leadership Council of Boston, and Hobart College. In addition, he is a Trustee Associate at Boston College and has served on Pine Manor College (PMC) Board of Trustee in Chestnut Hill, MA. U.S. News and World Report ranked PMC #1 in Campus Ethic Diversity and #11 in Ethnic Mobility for national liberal arts colleges. Andy received his B.A. in Economics from Hobart College and an M.B.A. from Northwestern Kellogg Graduate School of Management. He holds FINRA licenses: Series 7 & 63.