• Joined Prime Buchholz in 2011
  • More than 17 years of industry experience
  • Advises various clients with expertise in the areas of asset allocation, investment policy, and portfolio development
  • Member of the firm’s global equity asset class and defined benefit committees
  • Previous experience: Assistant vice president of global services at State Street Bank and Trust
  • M.B.A. with a concentration in finance from Boston University, B.S. in economics from the University of New Hampshire
  • Member of the Chartered Alternative Investment Analyst (CAIA) Association