Jessica Botelho

Directeur de la Recherche - Actions chez

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.

Postes actifs de Jessica Botelho

Sociétés	Poste	Début
Community Capital Management LLC Community Capital Management LLC Investment ManagersFinance CCM seeks to deliver superior risk-adjusted returns though investment strategies that contribute to positive environmental and societal outcomes. The firm utilizes a research process that combines impact research with financial analysis to provide clients with an added layer of investment transparency. Clients may receive detailed impact reports for impact investments held in their portfolio.	Directeur de la Recherche - Actions	01/07/2017
Estate Planning Council of Eastern New York, Inc. Estate Planning Council of Eastern New York, Inc. The Estate Planning Council of Eastern New York, Inc. is a company based in Loudonville, NY. Founded in 1936, the company specializes in estate planning and provides services to individuals and families in the Eastern New York region.	Président	-

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Anciens postes connus de Jessica Botelho

Sociétés	Poste	Fin
Acadian Asset Management LLC Acadian Asset Management LLC Investment ManagersFinance Acadian manages both equity strategies to deliver active returns and alternative strategies designed to deliver absolute, uncorrelated returns. The firm’s sustainable investing capabilities are integrated throughout all strategies and provide a platform for both client-specific solutions and innovative engagement. Their process uses both top-down and bottom-up signals that encompass not only fundamental valuation factors but also measures of earnings trends, price movements, quality metrics, and other factors.	Corporate Officer/Principal	01/06/2012

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Acadian Asset Management LLC Acadian Asset Management LLC Investment ManagersFinance Acadian manages both equity strategies to deliver active returns and alternative strategies designed to deliver absolute, uncorrelated returns. The firm’s sustainable investing capabilities are integrated throughout all strategies and provide a platform for both client-specific solutions and innovative engagement. Their process uses both top-down and bottom-up signals that encompass not only fundamental valuation factors but also measures of earnings trends, price movements, quality metrics, and other factors.	Finance
University of Massachusetts University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Community Capital Management LLC Community Capital Management LLC Investment ManagersFinance CCM seeks to deliver superior risk-adjusted returns though investment strategies that contribute to positive environmental and societal outcomes. The firm utilizes a research process that combines impact research with financial analysis to provide clients with an added layer of investment transparency. Clients may receive detailed impact reports for impact investments held in their portfolio.	Finance
Estate Planning Council of Eastern New York, Inc. Estate Planning Council of Eastern New York, Inc. The Estate Planning Council of Eastern New York, Inc. is a company based in Loudonville, NY. Founded in 1936, the company specializes in estate planning and provides services to individuals and families in the Eastern New York region.