- Joined Prime Buchholz in 2019
- Entered the investment industry in 2011
- 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 a B.S. in business administration-finance from Bryant University
- Member of the Chartered Alternative Investment Analyst Association and the CFA Society/Maine
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