- Joined Prime Buchholz in 2021
- Entered the investment industry in 2019
- Provides advice, analysis, asset allocation modeling, and portfolio development support to various types of clients
- Member of the firm’s flexible capital committee
- Previous experience: Performance analyst at Prime Buchholz; senior consultant at Ernst & Young
- B.S. in finance and economics from Providence College
- Member of the CFA Institute/CFA Society Boston