As a portfolio manager with expertise in generalist and securitized strategies, Shonali oversees the construction and management of investment portfolios with a strong emphasis on securitized sectors. She is also responsible for composite-level performance. Shonali actively researches impact investment opportunities, as well as community development investments that meet the Community Reinvestment Act (CRA). She joined CCM as an investment analyst, where she collaborated with senior portfolio managers to develop expertise in analyzing various sectors within its investment portfolios. She is a member of the firm’s Compliance Committee, DEI Committee, and Impact and CRA Committee.
Biography:
Shonali joined CCM from Cross Keys Capital where she worked as an analyst, leading transactions and guiding clients through all phases of the M&A process. Her responsibilities included valuation research, financial analysis, and marketing outreach. Earlier in her career, she worked as an associate at Bella Private Markets and as an analyst at Wellesley Investment Advisors. Shonali received her B.S. in Mathematics with a minor in Economics from Villanova University and is a CFA charterholder.