People / Client Service & Marketing

Client Service & Marketing

Christopher C. Barnett
Executive Vice President

Chris joined CRM in 1997 and as Director of Marketing, 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.

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.

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.

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.

Serra Sonmez, CFA
Vice President

Serra joined CRM in 2005. She is responsible for 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.

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.

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.