- Joined Prime Buchholz in 2011
- Entered the investment industry in 2004
- 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 committee and co-head of the community foundation practice group
- 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
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