- Joined Prime Buchholz in 2006
- Entered the investment industry in 1997
- Advises clients in all aspects of their investment program, including development of the investment policy statement, asset allocation, structural implementation, manager selection, rebalancing, and ongoing manager evaluation
- Chair of the firm’s investment committee; member of the fixed income asset class committee, the risk committee, and the senior management group
- Previous experience: Fixed income product management at Wellington Management Company; product analyst at State Street Research & Management Company
- Master’s degree in international economics from Suffolk University; B.A. in economics from Hamilton College
- Member of the CFA Institute/CFA Society Boston and the Chartered Alternative Investment Analyst Association
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