As a client portfolio manager, Barbara serves as the firm’s East wholesaler with a primary focus on large advisory channels. Barbara develops key relationships with financial advisors to create new business, provide sales and marketing updates, and share technical details on CCM’s investment products and services. She serves as a liaison between the portfolio management team and clients/prospects to ensure the team’s investment strategies are effectively represented. Barbara is a member of CCM’s Compliance Committee.
Biography:
Barbara joined CCM from Jefferies in New York City, where she worked in the Financial Sponsors Group within its investment banking division. She was responsible for analyzing strategic opportunities for private equity clients, including evaluating acquisition and financing scenarios. She transferred into this group after working in human resources at Jefferies as a business partner to investment banking senior management. Prior to that, she worked as a sales associate on the financing desk at Pierpont Securities. Barbara received her B.S. in economics from the University of Pennsylvania, Wharton School of Business. She was a member of Penn’s Division I women’s lacrosse team. She holds FINRA licenses: Series 7, 63 and 79.