CCM Investment Management, LLC

Andrew Sylvia is a financial advisor with CCM Investment Management, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Pioneer Financial Group and Minnesota Life Insurance Co., and concurrently holds positions outside finance, including as an EMT at East Coast Clinical Health, a maintenance worker for Dartmouth Public Schools, and a campus security officer at the Rhode Island School of Design. CCM Investment Management provides discretionary and non-discretionary portfolio management and standalone financial planning primarily for individual and high-net-worth clients, as well as corporations and business entities. The firm employs strategic asset allocation largely through passive ETFs, incorporates academic models, and manages approximately $18.7 million across about 103 accounts.

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.