- Joined Prime Buchholz in 2019
- 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
- Member of the firm’s People and Culture and Belonging Council and the employee engagement and retention working group; member of the community foundations practice group
- Previous experience: Former senior performance analyst at Prime Buchholz; staff accountant at a corporate healthcare organization
- B.S. in business administration with a concentration in finance from Boston University’s Questrom School of Business
- Member of the CFA Institute/CFA Society Boston
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