- Joined Prime Buchholz in 2023
- More than 11 years of experience in finance
- Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
- Previous experience: Senior portfolio analyst for Loomis Sayles within the Global Bond team; client and research associate for Bainco International Investors
- B.A. in economics from Boston College
- Member of: CFA Institute, CFA Society Boston