• Joined Prime Buchholz in 2007
  • More than 28 years of experience in the industry with focus on U.S. equity
  • Conducts manager due diligence across the public equity space, with primary coverage of domestic and global equity managers
  • Chair of the firm’s equity asset class committee; leads the performance working group; member of the senior management group, mission aligned investment committee, and Diversity, Equity, and Inclusion Council
  • Previous experience: Lead analyst on domestic equity at the Massachusetts Institute of Technology Investment Management Company; senior research analyst (equity) at Kobren Insight Management
  • B.A. in economics and mathematics from Northwestern University
  • Member of the CFA Institute/CFA Society Boston