- Joined Prime Buchholz in 2017
- Entered the investment industry in 1990
- Advises clients with expertise in the areas of asset allocation, portfolio implementation and ESG/DEI investing
- Member of the firm’s investment committee, real assets and fixed income asset class committees, and People, and Culture and Belonging Council
- Previous experience: Managing director/portfolio manager and head of active global rates and sector strategy at State Street Global Advisors, managing director/portfolio manager and head of insurance client strategies at BNY Standish
- B.A. in English from the College of the Holy Cross
- Member of the CFA Institute/CFA Society Boston
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