- Joined Prime Buchholz in 2007
- Entered the investment industry in 1996
- Conducts manager due diligence across public equity, with primary coverage of domestic and global equity managers
- Chair of the firm’s equity asset class committee; head of the performance working group; member of the investment committee; member of the senior management group; member of the GIPS working group
- Previous experience: Lead analyst on domestic equity at the MA Institute of Technology Investment Management Company; senior research analyst (equity) at Kobren Insight Management
- B.A. in economics and mathematical methods in the social sciences from Northwestern University; completed the Chief Investment Officer Program at Columbia Business School
- Member of the CFA Institute/CFA Society Boston
Back to all posts