- Joined Prime Buchholz in 2011
- Entered the investment industry in 2010
- Leads the firm’s marketing strategy and business development efforts, supporting brand visibility, client engagement, and new business opportunities; manages the firm’s sustainability program and communication program, supports client mission-aligned investment initiatives
- Member of the firm’s mission-aligned investment committee, senior management group, and People Culture & Belonging Council; co-chair of the environmental sustainability committee
- Previous experience: Journalist at Seacoast Media Group
- B.A. in English and journalism from the University of Connecticut; certificate in sustainable investing from the CFA Institute
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