As a manager of consultant and platform relations, Victoria is responsible for building and managing the firm’s consultant relationships and investment platform networks. She works to enhance existing relationships by effectively communicating CCM’s impact investing strategies and helps with the sourcing of new opportunities within current and prospective distribution channels. She is also responsible for writing, developing, and editing end-to-end content for investment management questionnaires, including formal RFPs/DDQs.
Biography:
Victoria joined CCM from Brown Brothers Harriman & Co., where she worked as a network relationship management associate and prior to that, as an operations specialist. During her seven years at the firm, her responsibilities included research and analysis, relationship management, service level data stewardship, and process improvement. She also co-led its Black Affinity Network (an employee resource group) from 2020 to 2022. Victoria received her B.S.B.A. in finance from Simmons University. She is an M.B.A. candidate at the Questrom School of Business at Boston University. She recently completed the Turner MBA Impact Investing Network & Training Program (Turner MIINT). She holds FINRA licenses: Series 7 and 63.