Alyssa Greenspan

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.