• Joined Prime Buchholz in 2024
  • More than 25 years of 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 fixed income asset class committee and mission-aligned investment committee
  • Previous experience: Founder of Sitari Capital, managing partner at Fresh Source Capital, lead portfolio manager at Boston Advisors, portfolio manager at Batterymarch Financial
  • B.S. in economics from Holy Cross; M.A. from The Fletcher School at Tufts University
  • Member of the CFA Institute/CFA Society Boston