As a senior client portfolio manager, Martha serves as CCM’s West Coast wholesaler with a primary focus on large advisory channels. Martha develops key relationships with financial advisors to create new business, provide sales and marketing updates, and share technical details on CCM’s investment products and services. Martha also coordinates seminars and other client events for financial advisors and assists clientele with sales and marketing materials, product analysis, and impact and ESG investing educational initiatives.
Biography:
Martha is a seasoned investment professional, bringing more than two decades of experience in the investment management industry. Her dynamic wholesaling career includes time selling a full line of investment products to multiple distribution channels throughout the West Coast. Prior to joining CCM, she was vice president of sales at Brookfield Asset Management, where she was responsible for wholesaling mutual funds and separately managed accounts to distribution channels within the Public Securities Group. Prior to joining Brookfield, she held positions at Pax World Investment Management and BNY Mellon Asset Management, among other established investment management firms. She is a regular speaker at conferences, client events, and was a guest speaker at the University of Southern California. Martha has been 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.