• Joined Prime Buchholz in 2010
  • More than 16 years of industry experience
  • Leads development and implementation of data automations; develops process enhancements to increase efficiencies and support all aspects of firm business
  • Previous experience: Former business analyst, discretionary analyst, investment analyst, and senior performance analyst at Prime Buchholz
  • B.M. from Gordon College and a MicroMasters in data science from UC San Diego
  • Earned the Certificate of Investment Performance Measurement (CIPM) designation