- Joined Prime Buchholz in 1997
- More than 27 years of industry experience
- Responsible for all firm information systems and technology needs; leads team responsible for all internal requests related to information systems, data, and reporting; facilitates the selection and development of enterprise applications and implements processes to ensure high quality testing, training, and implementation of new or revised systems
- Member of the firm’s executive and risk committees
- Previous experience: Former business analysis manager, research associate, and investment analyst at Prime Buchholz
- B.S. in business administration with a concentration in accounting from the University of New Hampshire
- Member of the CFA Institute/CFA Society Boston and the Chartered Alternative Investment Analyst Association
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