- Joined Prime Buchholz in 2013
- More than 20 years of industry experience
- Provides advice, analysis, asset allocation modeling, and portfolio development support to various types of clients
- Member of the firm’s Diversity, Equity, and Inclusion Council
- Previous experience: Vice president at Financial Clarity, a multi-family office, where he led efforts in portfolio management, investment research, client advising, and operations
- M.B.A. from Boston College and B.A. in economics from Harvard University
- Member of the CFA Institute/CFA Society Boston
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