As a portfolio manager, Alex contributes significantly to shaping and implementing the firm’s economic forecasts, investment outlooks, and portfolio positioning. He collaborates with the investment team to develop asset allocation strategies, strengthen risk controls, and analyze performance. Additionally, he provides insights and analysis for ad hoc requests to support client and team needs. He is a member of the firm’s Impact and CRA Committee.
Biography:
Alex joined CCM in 2016 shortly after graduating from Bentley University in Waltham, Massachusetts. Alex received his B.S. in Economics-Finance and a minor in Accounting from Bentley University and is a CFA charterholder.