- Joined Prime Buchholz in 2021
- Entered the investment industry in 2004
- Develops diversified, multi-asset portfolios and advises clients on all aspects of their investment programs
- Co-Head of the firm’s private foundation practice group; member of the firm’s DEI Council and mission-aligned investment and equity asset class committees
- Previous experience: Analyst at Chesapeake Asset Management; controller for the Episcopal Diocese of New York
- M.B.A. in financial management and economics (summa cum laude) from Pace University; B.S. in chemical engineering from the University of the West Indies, Trinidad; CFA Institute Certificate in ESG Investing
- Member of the National Association of Securities Professionals; serves as Treasurer of the Episcopal Diocese of NY and chair of the investment committee; serves on the board of The Widows & Orphans Corporation; member of the CFA Society New York; formerly served on the board of the Community Service Society
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