As a client portfolio manager, Michelle works closely with the investment team and serves as the firm’s Southeast and Mid-Atlantic wholesaler. Michelle represents the firm and its investment strategies and capabilities in client meetings and across advisory channels. She serves as a liaison between the portfolio management team and clients/prospects to ensure the team’s investment strategies are effectively represented.
Michelle joined CCM from Bloomberg Financial, LP, in New York City as a securitized sales specialist. She traveled throughout the country working extensively with fixed income asset managers to provide bond modeling and portfolio surveillance analytics to help them make better-informed investment decisions. Michelle received her B.A. in economics from the University of Albany, State University of New York. She holds FINRA licenses Series 6 and 63 and her Chartered SRI CounselorSM – CSRIC®.