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9.380
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13/11 - 延遲資料. USD 貨幣
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- 總資產: 36.39M
CRA Qualified Investment Retail Shares
9.380
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+0.11%
0P00007ZVW綜觀
你可在本頁找到深入的CCM Community Impact Bond Fund Retail Shares公司檔案，包括0P00007ZVW的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Miriam Legrand | Director of Credit Research/Portfolio Manager | 2022 | now |
| 自傳 | Miriam joined CCM with extensive experience in credit research. Most recently, she was a senior corporate generalist at Fiera Capital where she was responsible for researching and analyzing the corporate credit allocation within their high-grade taxable strategies and high yield fund strategies. Prior to that, she worked at New York State Insurance Fund as a special investment officer and TIAA-CREF as an investment grade research associate. Miriam received her B.A. in Economics from New York University and an M.B.A. in Finance and Accounting from Fordham University Graduate School of Business. | ||
| Shonali Pal | Junior Portfolio Manager | 2022 | now |
| 自傳 | Shonali Pal, Junior Portfolio Manager, has been with Community Capital Management, LLC since 2020. Prior to joining Community Capital Management, LLC, Ms. Pal worked as an analyst leading deals and assisting clients through all stages of the M&A process at Cross Keys Capital. Prior to that, she was an associate at Bella Private Markets, a research and consulting firm focused on the private capital industry. | ||
| Andy Kaufman | CIO (Chief Investment Officer) | 2015 | now |
| 自傳 | As CIO, Andy oversees the portfolio management team and is responsible for overall strategy formulation for the firm’s portfolios. Additionally, he is responsible for all portfolio analysis including asset allocation, rebalancing, and fundamental research for the firm’s mutual funds, separately managed accounts, and private funds. Andy also oversees the portfolio management team’s fundamental economic analysis, cash flow modeling, and returns forecasts. He is a member of the Investment Management and Trading Committee and the Compliance Committee. Andy began his career at BlackRock Financial Management in New York City where he spent the majority of his ten years as a fixed income portfolio manager. He joined as an alternative investment portfolio analyst in the portfolio risk and quantitative analysis group focusing on the firm’s hedge funds, commercial mortgage REIT, private equity, and CDO businesses. He quickly advanced to BlackRock’s portfolio management group responsible for managing $200 billion in multi-sector relative value separate account portfolios. He also headed the fundamental fixed income Canadian dollar separate account business and was a member of BlackRock’s investment strategy group. Andy left BlackRock to relocate to sunny south Florida where he was recruited to join Mercantil Commercebank as a portfolio manager responsible for managing the bank’s $1.75 billion residential mortgage-backed securities portfolio consisting of agency pass-throughs, CMOs, hybrid arms, and HECMs. While there, he built the bank’s $450 million CMBS investment platform inclusive of research, analytics, and security selection. Andy currently serves on the Pennsylvania State University Sustainability board and the UN-PRI Macro Risk Advisory Group. Andy received his B.S. in Finance, with distinction, from Pennsylvania State University. | ||
| Elliot Gilfarb | Senior Portfolio Manager | 2012 | now |
| 自傳 | As Head of Fixed Income, Elliot oversees the fixed income side of the firm’s portfolio and is responsible for portfolio management, research, and trading, as well as managing the fixed income investment team. He works closely with the chief investment officer on setting strategic asset allocation, security selection, and yield curve positioning for the Firm’s mutual funds, separately managed accounts, and private funds. Elliot oversees the investment team’s portfolio analytics capabilities, including attribution and holdings analytics, and client reporting. He also works closely with credit research and investment analysts on credit and financial analysis prior to making any buy/sell decisions. Elliot serves as Chair of the firm’s Investment Management and Trading Committee and is a member of the firm’s Valuation Committee. Elliot joined CCM from Morgan Stanley where he worked as a financial advisor. He is a member of the CFA Society of South Florida and has been an integral part of the investment team at CCM since 2006 helping to manage and grow assets to more than $2 billion. Elliot received his B.S. in Finance from the University of Florida and is a CFA Charterholder. He holds FINRA licenses: Series 7, 63 & 66. | ||
| Daniel Caballero | Junior Portfolio Manager | 2022 | 2023 |
| 自傳 | Daniel Caballero, Junior Portfolio Manager, has been with Community Capital Management since 2019. Prior to joining Community Capital Management, Mr. Caballero worked as a senior financial analyst at MasTec, Inc., overseeing the company’s nationwide telecommunications construction and back-office operations. Prior to MasTec, Inc., he was an intern at Community Capital Management. | ||
| Julie Egan | Director of Municipal Research | 2009 | 2022 |
| 自傳 | As director of municipal research and a portfolio manager, Julie is responsible for overseeing and performing municipal credit analysis and research. As part of the portfolio management team, Julie assists in the analysis of primary and secondary issues on behalf of clients. Julie is a member of the firm’s Investment Management and Trading Committee. Julie joined CCM from Evergreen Asset Management Corporation, Wachovia’s asset management arm and currently Wells Cap, where she was a director and senior municipal research Analyst. Prior to Evergreen, she was a senior municipal research analyst for John Nuveen & Company, Inc. in Chicago with earlier experience including stints at Banc One Investment Advisors, Nationwide Life Insurance Company and National City Bank. Julie was elected to Smith’s Research & Grading 2018 All-Star Team winning first team and 2017 All-Star Team winning second team in the Housing Bond category. She has been a consistent nominee for Smith’s All-Star Team since 2008. Julie serves on the Board of the National Federation of Municipal Analysts, chairing the Board in 2017. She previously served as President for the Southern Municipal Finance Society from 2008 to 2010 and 2012. Julie received her B.B.A. in Finance from Kent State University and an M.B.A from Case Western Reserve University. She holds FINRA licenses: Series 6 & 63. Julie received her B.B.A. in Finance from Kent State University and an M.B.A from Case Western Reserve University. She holds FINRA licenses: Series 6 & 63. | ||
| Michelle Rogers | Portfolio Manager | 2003 | 2015 |
| 自傳 | Rogers serves as portfolio manager. She is responsible for securities transactions and cash management. She has been with the Community Capital Management, Inc. since 2003. Prior to joining the Community Capital Management, Inc., Rogers was a Fixed Income Specialist at Wachovia Securities. | ||
| Barbara VanScoy | Principal, Senior Portfolio Manager, Director of Research | 1999 | 2015 |
| 自傳 | Vanscoy has been a principal of the Community Capital Management, Inc. and its director of research since the fund commenced operations on August 30, 1999. As senior portfolio manager, Vanscoy is responsible for asset selection and compliance with portfolio objectives. | ||
| Alyssa D. Greenspan | President/COO | 2003 | 2011 |
| 自傳 | As president and chief operating officer, Alyssa is responsible for corporate matters, strategic planning, human resources, and new product development. In addition, Alyssa is responsible for managing the day-to-day activities and operations of the firm as well as overseeing risk management, including portfolio compliance and client service. As an impact and ESG industry veteran, Alyssa is a frequent speaker on the topic at conferences and has been involved in the creation of detailed impact metrics and customized reporting at CCM, working closely with clients to understand both their impact and investment goals. Alyssa serves on CCM’s Board of Directors and Compliance Committee, is Chair of the Management Committee, and is a member of the Enterprise Risk Management Committee. Alyssa began her career at Northern Trust Bank rising to investment officer before joining Morningstar, Inc. as a senior equity analyst covering the financial services sector. In 2003, Alyssa joined CCM as a Portfolio Manager and was promoted to Chief Operating Officer in 2009 and President in 2015. Alyssa served two terms on the board of directors of U.S. SIF – The Forum for Sustainable and Responsible Investment Board whose mission is to rapidly shift investment practices towards sustainability, focusing on long-term investment and the generation of positive social and environmental impacts. Alyssa currently serves as Treasurer and is on the Executive Committee for the organization. Alyssa was recently named to the CFA Institute’s Global Industry Standards ESG Expert Network. She is also a past director of Impact Shares, which offers socially conscious ETFs with an evolving set of criteria defined by non-profit partners. All net profit goes directly back to these non-profit partners which currently includes the NAACP, YWCA, and the UN’s Capital Development Fund. Alyssa is committed to giving back to her community. She is involved with Women United of the United Way of Broward County, which focuses on education, inspiring, and empowering women of all ages. Alyssa is also part of the Junior Achievement’s Circle of Wise Women; JA’s programs teach elementary students about their roles as individuals, workers and consumers and help prepare middle and high school students for key economic and workforce issues they will face. Alyssa encourages all of CCM’s employees to volunteer in their community by organizing firm-wide participation in the United Way of Broward’s Annual Day of Caring; Feeding for South Florida volunteer days; and other local opportunities. Alyssa received her B.S.M. in Finance from Tulane University and an M.B.A. from the University of Miami. She is a CFA Charterholder and holds FINRA licenses: Series 6, 7, 24, 26 & 63. | ||
| Todd J. Cohen | Founder, CEO | 1999 | 2003 |
| 自傳 | As CEO, Todd has oversight responsibilities for CCM’s operating business including its strategic direction and investment strategies. He also focuses on strategic marketing initiatives, business development, and new product offerings. He founded the firm in 1998 and has more than 20 years of experience in impact and ESG investing. He serves on CCM’s Board of Directors, is Chair of the Enterprise Risk Management Committee, and is a member of the Management Committee and Valuation Committee. In 1998, Todd founded CCM and in 1999, he launched the CRA Qualified Investment Fund, which is one of the largest dedicated fixed income impact investing mutual funds. In 2013, he created the CCM Alternative Income Fund to fill the void of a market-neutral income-oriented, publicly traded mutual fund. Prior to founding CCM, Todd co-founded SunCoast Capital Group, Ltd., an institutional, fixed income broker/dealer. Todd is a board member of the Jason Taylor Foundation. Todd received his B.S. in Finance from the University of Florida. He holds FINRA licenses: Series 6 & 7. | ||
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