At the Firm In late June, the team enjoyed a lunch offsite at Javier’s to celebrate Matt, Allie and Alana’s birthdays for the second quarter. …
At the Firm The CCMI team was busy in early April rebalancing client portfolios and preparing quarterly reports. The rebalancing process generally involves all four…
At the Firm The CCMI team enjoyed lunch at Din Tai Fung to celebrate Tina and Katie’s birthdays, which both take place this quarter. The…
At the Firm Brian, Matt, Kim, and Tina spent a day offsite planning for the quarterly goals (or “rocks” as we call them internally). The…
At the Firm Brian has been busy wrapping up 2023’s compliance activities and setting up the firm’s compliance program for 2024. Early year activities include…
At the Firm The CCMI team hosted a wonderful open house event for our local clients to welcome everyone to our new office. We also…
At the Firm CCMI has been settling into our new office. The boxes are gone and the major work is done, with only minor decorations…
At the Firm As of August 21, we have a new location! CCMI officially moved to our new office at 6265 Greenwich Drive #201, San…
At the Firm The CCMI Team spent a day in July at our Annual Business Planning Meeting. This years meeting was held at the University…
At the Firm As announced in last month’s Out & About, the CCMI team will be moving offices. The new office is being built out…
