• Joined Prime Buchholz in 2022
  • Entered the investment industry in 2018
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support to various types of clients; involved in the CDFI/Impact Investing and Research group
  • Member of the firm’s mission-aligned investment committee, PCB Council, CDFI research group, and The Green Team
  • Previous experience: Investment associate at BPEA Private Equity; private credit investment associate at Cambridge Associates
  • B.S. in business administration with a concentration in finance from Northeastern University’s D’Amore-McKim School of Business
  • Member CFA Society Boston; member of the finance committee for Wildflower, an organization that provides bereavement support and summer camp funding for children who have lost a parent