- Joined Prime Buchholz in 2024
- More than eight years of industry experience
- Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
- Previous Experience: Product management associate at Grantham, Mayo, Van Otterloo; shareholder services associate at GMO; associate financial advisor at Oppenheimer & Co; ETF services senior associate at State Street
- M.B.A from the Carroll School of Management at Boston College; B.A. in economics with a history minor from the Morrissey College of Arts and Sciences at Boston College
- Member of the CFA Institute
Back to all posts