- Joined Prime Buchholz in 1993
- More than 37 years of investment industry experience
- Advises clients in all aspects of their investment program—from the development of the investment policy statement (IPS) through structural implementation and ongoing manager evaluation
- Member of the firm’s real assets asset class committee
- Previous experience: Operations officer for analytics information delivery and conversion specialist serving institutional funds at Boston Safe Deposit and Trust
- M.B.A. from Boston College Graduate School of Business, B.S. in mathematics from Fairfield University
- Former board member for Gather, an organization committed to ending local hunger through collaboration and leadership; member of the CFA Institute/CFA Society Boston
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