As head of fixed income, Elliot leads the fixed income team, overseeing portfolio management, research, and trading as well as portfolio analytics, attribution, holdings, and client reporting. He collaborates closely with the investment team on credit, financial, and impact analysis to guide buy/sell decisions. In partnership with CCM’s chief investment officer, Elliot helps shape strategic asset allocation, security selection, and yield curve positioning for the firm’s mutual funds and separately managed accounts. Elliot serves as a key liaison to CCM’s technology team, focusing on enhancing the firm’s proprietary financial and impact analytics and reporting tools. He is a member of the firm’s Impact and CRA Committee and Management Committee.
Biography:
Elliot joined CCM from Morgan Stanley, where he worked as a financial advisor. Since 2006, he has been an integral member of CCM’s investment team, contributing to the firm’s growth and helping to raise and manage assets exceeding $6 billion. Elliot received his B.S. in Finance from the University of Florida and is a CFA charterholder. He is also a member of the CFA Society of South Florida.