As client impact strategist, Jenny is involved with impact research, reporting, client strategy, and relationship management. Her impact work includes researching and writing detailed reports on the firm’s fixed income holdings, preparing impact reports, leading impact projects, and contributing to the impact investing institute. On the client side, she provides institutional relationship management and client service and serves as an external resource for impact strategy. She is a member of the firm’s Community Outreach Committee and Impact and CRA Committee.
Biography:
Jenny joined CCM after spending two years at Barclays as an equity derivatives sales trader. She is a board member of the NYU Impact Investing Alumni Club and serves on the Club Advisory Board for the Boys and Girls Club of Wallingford (King County). Jenny received her B.S. in Finance and Management, with a minor in Nutrition from New York University. She holds FINRA licenses: Series 7 and 63.