• Joined Prime Buchholz in 2019
  • More than 14 years of industry experience
  • Involved in all quantitative and qualitative aspects of OCIO client relationships, providing asset allocation modeling and other analytical support
  • Member of the firm’s investment committee and asset class assumptions sub-committee
  • Previous experience: Research associate – manager research at Fidelity Investments; analyst – mergers and acquisitions at McKinsey & Company; senior investment analyst – capital markets strategy group at Fidelity Investments
  • Master of finance from MIT and B.S. in business administration-finance from Bryant University
  • Member of the Chartered Alternative Investment Analyst Association and the CFA Society/Maine