- Joined Prime Buchholz in 1999
- Entered the investment industry in 1996
- Develops and drives the strategic vision for the client service and trading operations teams to support client and business requirements; provides leadership and oversight for client reporting/analytics, performance measurement, and trading operations for the firm’s OCIO platform
- Member of the executive committee and risk committee, as well as the discretionary oversight committee
- Previous experience: Auditor at Investors Bank & Trust
- M.B.A. from Southern New Hampshire University; B.A. with a concentration in management from Salem State College
- Member of the Chartered Alternative Investment Analyst Association and the CFA Institute/CFA Society Boston. He is certified in investment performance management through the CIPM Association
Back to all posts