- Joined Prime Buchholz in 2024
- Entered the investment industry in 1997
- Advises clients in all aspects of their investment program—from the development of the investment policy statement through structural implementation and ongoing manager evaluation
- Member of the firm’s fixed income asset class committee; leader of the mission-aligned investment committee; vice-chair of the People and Culture and Belonging Council
- 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
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