Brooke joined the firm in 2017, and serves as a manager in CRM’s Operations Group. She earned her BS in Economics and Psychology with a minor in Business Administration from Fordham University. Prior to joining CRM, Brooke was a Senior Operations Associate with Columbus Circle Investors.
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.
Chris joined CRM in 2013 and serves as CRM’s performance measurement and data integrity specialist. Prior to CRM, he was a performance measurement analyst for Hartford Investment Management Company. Chris attended Central Connecticut State University where he earned his BS in Finance.
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.
Carlos joined the firm in 1999 and serves as the firm’s Chief Financial Officer. He is also a member of CRM’s Management Committee and is a Trustee of the CRM Mutual Fund Trust. Prior to CRM, Carlos was an Audit Senior Manager within the Financial Service Group of Ernst & Young LLP. He received a BBA from Iona College. Carlos serves as a Board Member and Treasurer of the Westchester Youth Soccer League.
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.