People / Client Service & Marketing
Client Service & Marketing
Christopher C. Barnett
President
Chris has been with CRM since 1997. He is responsible for marketing
and client service, as well as maintaining relationships with the consulting community.
Prior to CRM, Chris worked in the fixed income department at Ark Asset Management.
He received a BA in history from the University of Richmond. Chris is a Registered Representative of ALPS Distributors, Inc.
James D. Brown
Assistant Vice President
James joined CRM in 2008. His primary role at CRM is in marketing mutual funds and
separately managed accounts through Broker-Dealers. For the past thirteen years,
Jimmy worked in marketing at Scotsman Capital Management, Lazard Asset Management
and J.M. Hartwell. He received a BA in Human and Organizational Development from
Vanderbilt University. James is a Registered Representative of ALPS Distributors, Inc.
Rebecca E. Brown, CFP®
Rebecca joined the firm in 2005. Her primary roles are client service and mutual
fund distribution for the firm. Before CRM, she was a client services manager at
Financial Planning Corporation of McLean. She also worked as an associate in the
Private Client divisions of Sanford C. Bernstein, LLC and Merrill Lynch. She received
a BA in English from George Mason University. Rebecca is a Registered Representative of ALPS Distributors, Inc.
Maura McNulty
Vice President
Maura joined the firm in 2001. Her primary responsibility at CRM is providing client
service. Prior to joining the firm, she was an institutional equity sales associate
at AG Edwards & Sons, Inc. She earned a BA in mathematical economics from Colgate
University. Maura is a Registered Representative of ALPS Distributors, Inc.
Serra Sonmez, CFA
Senior Vice President
Serra joined CRM in 2005 and is Director of Client Service. Previously, Serra
was a manager of Client Service at Meridian Capital Partners, Inc. Serra also worked
at Advent Capital Management, LLC. She received a BBA in finance from the College
of William & Mary. Serra is a Registered Representative of ALPS Distributors, Inc.
Harris Swenson, CFA
Vice President
Harris joined the firm in 2003 and he is responsible for marketing at CRM. Prior
to joining CRM, Harris worked in the commercial real estate group at Cravath, Swain
& Moore, LLP. He received a BA from the University of North Carolina at Chapel
Hill. Harris is a Registered Representative of ALPS Distributors, Inc.
Addison R. West
Vice President
Addison joined CRM in 2004. His primary role is in mutual fund distribution for
the firm. Prior to joining CRM, Addison worked for three years in sales and marketing
at Pilgrim Baxter & Associates. He received a BA in political science from Amherst
College. Addison is a Registered Representative of ALPS Distributors, Inc.