- Joined Prime Buchholz in 2025
- Entered the investment industry in 2005
- Part of executive leadership; manages the regulatory compliance program
- Member of the firm’s executive committee, risk committee, investment committee, AI compliance committee, discretionary management oversight committee, and safety committee
- Previous experience: Managing director and CCO for the private equity and credit group at John Hancock / Manulife
- M.S. in applied economics from Ithaca College; M.B.A. from the University of Southern Maine
- National Society of Compliance Professionals
Back to all posts