James Malone

As chief financial officer, James oversees the firm’s financial operations, including financial planning, budgeting, reporting, risk management, and ensuring compliance with regulations. Additionally, he oversees CCM’s core values working group and focuses on business development efforts with religious and healthcare organizations. He serves on CCM’s Board of Directors and is a member of the firm’s Community Outreach Committee and Investment, Trading & Valuation Committee. James also serves on the Board of Directors of the Urban League of Broward County, Florida. James received his B.S. in Finance and Accounting from Northeastern University.