As a senior client portfolio manager, Martha serves as CCM’s West Coast wholesaler, focusing primarily on large advisory channels. She builds and nurtures key relationships with financial advisors to generate new business, provide sales and marketing updates, and share technical details on CCM’s investment products and services. Martha also acts as a liaison between the portfolio management team and clients or prospects, ensuring that the team’s investment strategies are effectively communicated. Additionally, she organizes seminars and client events for financial advisors, offering support with sales and marketing materials, product analysis, and educational initiatives on impact investing.

Biography: 

Martha is a seasoned investment professional with over two decades of experience in the investment management industry. Her extensive wholesaling career spans the West Coast, where she has sold a full range of investment products to multiple distribution channels. Before joining CCM, Martha was vice president of sales at Brookfield Asset Management, where she oversaw the wholesaling of mutual funds and separately managed accounts within the Public Securities Group. Her prior experience includes roles at Pax World Investment Management, BNY Mellon Asset Management, and at other leading investment management firms. A regular speaker at conferences and client events, Martha also served as a guest speaker at the University of Southern California. She is active in her local community and the Episcopal Church, serving on the Vestry. Martha received her B.A. from the University of California, Irvine, and her M.B.A. from Pepperdine University’s Graziadio School of Business and Management. She holds FINRA licenses: Series 7, 63 and 65.