Provides investment analysis and research related to 401(k) and 403(b) plans and performs general global equity and fixed income manager due diligence
Chair of the firm’s defined contribution committee and member of the firm’s safety committee
Previous experience: Former investment analyst at Prime Buchholz; senior performance analyst with Manulife Asset Management; client service manager with State Street California Inc., where he managed the accounting group that serviced one of the largest pension funds in the United States
M.S. in investment management from Boston University and B.A. from the University of Vermont