Ulysses joined the firm in 2006, and serves as a manager in CRM’s Operations Group. Previously, he worked at Societe Generale as an Operations Analyst and began his career at JPMorgan Chase’s Latin America Private Clients Division. He earned his Bachelor of Business Administration in Finance & Investments degree from Baruch College, CUNY. He also holds a BS in Accounting.
Greg joined the firm in 2005. Greg is primarily responsible for all network and application security at the firm. In addition he handles database administration for all business applications, website development and maintenance, as well as application development and integration with outside vendors and clients. Prior to CRM, Greg was an IT manager at American Medical Alert Corp. Greg is a Microsoft Certified Systems Administrator. He earned a BA from SUNY Stony Brook and a certificate in programming from Briarcliffe College.
Carmine joined CRM in 2001 and serves as CRM’s Head of Operations. Prior to joining CRM Carmine was a Financial Executive at Citigold, a division of Citibank Investment Services. He received a BA in Finance from Saint John’s University. Carmine is a Registered Representative of ALPS Distributors, Inc.
Richard joined the firm in 2004 and serves as a portfolio accountant and accounts payable specialist. He received a BS in Finance from SUNY, New Paltz.
Steve joined the firm in 2019 and serves as the firm’s Chief Financial Officer. Prior to joining CRM, he served as the Chief Financial Officer, Chief Operating Officer, and Chief Compliance officer of Schneider Capital Management. Steve’s professional experience includes management positions at SEI Investments and The Vanguard Group. He received a BS in Finance from Millersville University of Pennsylvania. Steve is member of the Millersville Foundation Board of Directors.
Tatiana joined CRM in May 2016 as an Accountant. Prior to CRM, Tatiana served as a Client Account Coordinator at Jackson Lewis PC and interned as a Junior Accountant at Charles T. Aiello CPA. Tatiana is a recent graduate from Mercy College, where she received a BS in Finance.
Michelle joined the firm in 1999. Prior to CRM, Michelle was an Audit Senior in the Financial Services Group at Ernst & Young LLP. She received a BS from State University of New York at Albany.
David joined the firm in 2010 and serves as a manager in CRM’s Operations Group. He earned a BBA in Finance and Investments from Baruch College of the City University of New York.