• Joined Prime Buchholz in 2021
• Entered the investment industry in 2021
• Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
• Member of the firm’s flexible capital asset class committee
• Previous experience: Senior performance analyst at Prime Buchholz
• B.S. in finance and entrepreneurship with a minor in information systems from Syracuse University
• Member of the CFA Institute/CFA Society Boston