Andrew Sylvia is a financial advisor with CCM Investment Management, LLC in New Bedford, MA. He holds a Series 66 designation and has 10 years of industry experience. In addition to his advisory role, he works as an EMT providing urgent medical care and serves as a maintenance worker and campus security officer at local educational institutions. CCM Investment Management, LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, and business entities, managing approximately $20.5 million in client assets. The firm employs a primarily passive investment approach with strategic asset allocation based on academic models, supplemented by third-party model managers and quantitatively based tactical active management.

Chad Mello is a CFA® charterholder with 17 years of industry experience. He is a principal at CCM Investment Management, LLC and has worked at Integrated Insurance Services, Inc. since 2019 and at SII Investments, Inc. from 2008 to 2018. Mello is also the owner of an insurance brokerage that receives trail commissions from prior sales but does not engage in new policy sales. CCM Investment Management, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs strategic asset allocation with a focus on passive ETFs, third-party model portfolios, and quantitative tactical management within a broad investable universe that includes fixed income, real estate funds, annuities, and non-U.S. securities.