As chief marketing officer, Jamie oversees the firm’s market positioning strategy and execution, managing all aspects of firmwide communications, strategic marketing initiatives, media relations, marketing compliance, websites, social media, and marketing materials. Jamie leads the entire marketing lifecycle—from concept and design to execution, monitoring, optimization, and analysis. Additionally, she contributes to sales outreach efforts targeting institutional investors and actively represents the firm at various industry events. Jamie serves on CCM’s Board of Directors and is a member of the firm’s Investment, Trading & Valuation Committee, Impact and CRA Committee, and Management Committee.

Biography:

Jamie joined CCM after working in the corporate marketing department at Bear Stearns in New York City. Before that, she was a credit analyst at Chase Manhattan Bank. Jamie is passionate about giving back to her community, most recently volunteering with the Broward Medical Reserve Corps (MRC) at COVID-19 vaccine sites throughout the county. She has also contributed her time 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. Additionally, she mentored students as part of 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 and holds FINRA licenses: Series 6 and 63.