• Joined Prime Buchholz in 2007
  • More than 26 years of industry experience
  • Advises a variety of clients in all aspects of their investment programs with expertise in asset allocation, portfolio development, and equity strategy due diligence and selection
  • Member of the firm’s defined benefit and global equities asset class committees
  • Previous experience: Associate portfolio manager at State Street Global Advisors
  • M.B.A. from Boston College, B.A. in economics from Amherst College
  • Member of the CFA Institute/CFA Society Boston