As co-chief impact strategist, Jessica oversees impact and CRA research, reporting, and client engagement to help achieve their impact investment goals. She designs measurement tools, analyzes impact and CRA data, and enhances CCM’s proprietary impact tracking database. Jessica provides clients with detailed insights into the positive outcomes of their fixed income investment portfolios. Additionally, she collaborates with bank clients to meet their CRA investment test requirements, including preparing CRA documentation, proactive summary earmarking letters for CRA exams, and maintaining strong relationships with federal regulators. She serves on CCM’s Board of Directors and is a member of the firm’s Impact and CRA Committee and Management Committee.
Biography:
Jessica joined CCM after serving as a senior client service associate at Acadian Asset Management, where she managed client relationship nationwide. Her responsibilities included conducting portfolio reviews, providing firm updates, and collaborating with the sales team to identify and execute cross-selling opportunities. Previously, she worked as a client service and marketing analyst at Fox Asset Management LLC, a subsidiary of Eaton Vance. Jessica received her B.S. in Business Marketing from the University of Massachusetts Dartmouth, Charlton College of Business. She holds FINRA licenses: Series 6 and 63.