Jessica Botelho

Jessica Botelho

Direktör för Forskning - Aktier på
Community Capital Management LLC
Finance
Consumer Services

Profil

Ms. Jessica L.
Botelho
is a Co-Chief Impact Strategist at Community Capital Management LLC and a Chairman at Estate Planning Council of Eastern New York, Inc. She oversees impact and CRA research, reporting, and client engagement to help achieve their impact investment goals.
She designs measurement tools, analyzes impact and CRA data, and enhances CCM’s proprietary impact tracking database.
Mr. Botelho provides clients with detailed insights into the positive outcomes of their fixed income investment portfolios.
Additionally, she collaborates with bank clients to meet their CRA investment test requirements, including preparing CRA documentation, proactive summary earmarking letters for CRA exams, and maintaining strong relationships with federal regulators.
Mr. Botelho is a member of the firm’s Impact and CRA Committee and Management Committee.
Ms. Botelho joined Community Capital Management from Acadian Asset Management where she was a Senior Client Service Associate responsible for servicing clients nationally, conducting portfolio reviews and firm updates, and identifying opportunities to expand client relationships by partnering with the sales team to execute cross sell opportunities.
Prior to that, she was a client service and Marketing Analyst at Fox Asset Management LLC, a subsidiary of Eaton Vance.
Ms. Botelho received her B.S.
in Business Marketing from the University of Massachusetts Dartmouth, Charlton College of Business.
She holds FINRA licenses: Series 6 & 63.

Aktiva positioner av Jessica Botelho

FöretagPositionStart
Direktör för Forskning - Aktier 2017-07-01
Ordförande -

Tidigare kända positioner av Jessica Botelho

FöretagPositionSlut
Företagsledare/Principal 2012-06-01
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