• Joined Prime Buchholz in 2005
  • Entered the investment industry in 2005
  • Provides advice, analysis, asset allocation modeling, and portfolio development support to various types of clients
  • Member of the senior management group, risk committee, and safety committee
  • Previous experience: Former senior investment associate at Prime Buchholz
  • Global M.B.A. from Southern New Hampshire University and B.S. in business administration with a concentration in marketing from the University of New Hampshire