As chief marketing officer, Jamie is responsible for developing and implementing the firm’s overall positioning in the market. Her job includes oversight of firmwide communications, strategic marketing initiatives, media relations, marketing compliance, websites, social media, and marketing materials. Jamie leads the full marketing lifecycle from design concept to execution, monitoring, optimization, and analysis. She is also involved in sales outreach to institutional investors and consultants and regularly attends and represents the firm at various industry-related events. Jamie is a member of CCM’s board of directors; Investment, Trading & Valuation Committee; and Impact and CRA Committee.


Jamie joined CCM from Bear Stearns in New York City where she worked in its corporate marketing department. Prior to that, she was a credit analyst at Chase Manhattan Bank. Jamie enjoys volunteering, most recently donating her time to the Broward Medical Reserve Corps (MRC) at COVID-19 vaccine sites around the county. She previously served as a Reading Pal through the United Way of Broward County’s ReadingPals program, an early literacy initiative for children in kindergarten through third grade. She is a past mentor for Take Stock in Children, a non-profit organization that provides college scholarships for low-income and at-risk students in Florida. In 2013, Jamie participated in the CFA Pilot Program for the CFA Institute Investment Foundations™ (formerly, Claritas Investment Certificate). Jamie received her B.A. in economics from the University of Michigan. She holds FINRA licenses: Series 6 and 63.