- Joined Prime Buchholz in 2015
- Entered the investment industry in 2000
- Performs compliance reviews that evaluate the adequacy and effectiveness of the company’s compliance program; creates reports that clearly articulate the results of compliance reviews performed, identifying deficiencies and recommending solutions; reviews and approves advertising, RFPs, and other client-ready materials and administers the firm’s code of ethics
- Member of the firm’s employee engagement and retention working group, as well as the safety committee
- Previous experience: Performance analyst at Prime Buchholz; investment analyst at NEPC
- M.S. in investment management from Boston University and a B.A. in economics and French from Binghamton University State University of New York
- Investment Adviser Certified Compliance Professional®
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