As director of impact and CRA research, Jessica is responsible for overseeing all impact and CRA research and reporting. She develops measurement tools, aggregates and analyzes impact and CRA data, and contributes to the development and refinement of CCM’s proprietary impact tracking database. She provides clients with comprehensive information on the positive impact outcomes of their fixed income investment portfolios and how it is furthering their specified impact investment goals. She also works closely with bank clients for their CRA investment test needs, including CRA documentation and fulfillment, proactive summary earmarking letters prior to a bank’s CRA exam, and maintaining relationships with federal regulators. Jessica is a member of CCM’s board of directors and Impact and CRA Committee.
Biography:
Jessica joined CCM from Acadian Asset Management, where she was a senior client service associate responsible for servicing clients nationally, conducting portfolio reviews and firm updates, and identifying opportunities to expand client relationships by partnering with the sales team to execute cross sell opportunities. Prior to that, she was 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.