- Joined Prime Buchholz in 2007
- Entered the investment industry in 1998
- Advises a variety of clients in all aspects of their investment programs with expertise in asset allocation, portfolio development, and equity strategy due diligence and selection
- Member of the firm’s defined benefit and global equities asset class committees
- Previous experience: Associate portfolio manager at State Street Global Advisors
- M.B.A. from Boston College; B.A. in economics from Amherst College
- Member of the CFA Institute/CFA Society Boston
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