- Joined Prime Buchholz in 2022
- Entered the investment industry in 2016
- Manages a team of client service analysts and works to improve processes across the department; involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical and portfolio development support to various types of clients
- Member of the firm’s retirement plans committee, pensions working group, and performance working group
- Previous experience: OCIO investment strategy analyst at Mercer specializing in ldi; investment performance analyst at State Street specializing in alternative investments
- B.A. in actuarial science from the University of Connecticut
- Member of the CFA Institute and the CAIA Association
Back to all posts