As a manager of platform relations, Victoria is responsible for cultivating and managing the firm’s relationships with investment platform networks. She focuses on strengthening existing partnerships by clearly communicating CCM’s impact investing strategies and assists in sourcing new opportunities within both current and potential distribution channels. Additionally, she is responsible for writing, developing, and editing comprehensive content for investment management questionnaires, including formal RFPs and DDQs. She is a member of the firm’s Impact and CRA Committee.
Biography:
Victoria joined CCM from Brown Brothers Harriman & Co., where she served as a network relationship management associate and prior to that, as an operations specialist. Over her seven years at the firm, she was responsible for research and analysis, relationship management, service level data stewardship, and process improvement. She also co-led the firm’s 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.