General Investing >> Money Manager Interviews >> November 1, 2010
Timothy G. Solberg is a Managing Director and the Chief Investment Officer of CCM Advisors, LLC, the adviser for the CNI Charter Socially Responsible, Diversified Equity, Limited Maturity and Full Maturity Funds. He has over 20 years of experience serving as the Vice President of Corporate Banking with both Mellon and Wells Fargo banks. Mr. Solberg has also served as an Investment Adviser for both Hewitt Associates and SEI, and he provided services through the AHA Investment Program. He leads the investment consulting group of CCM Advisors and has advised more than 200 health care and foundation clients on allocation of assets, investment policy planning and manager selection. Mr. Solberg holds a Bachelor of Economics, cum laude, from Harvard University and an MBA from the University of Chicago's Graduate School of Business. He is a Chartered Financial Analyst and a member of the CFA Institute of Chicago. Profile
TWST: Please begin by giving us an overview of CCM Advisors and its funds.
Mr. Solberg: I'm the Chief Investment Officer, and we are the adviser to socially responsible mutual funds. The fund complex
