• Joined Prime Buchholz in 2018
  • More than 18 years of industry experience
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
  • Member of the firm’s flexible capital asset class committee
  • Previous experience: Research associate at Fidelity Investments
  • B.A. in financial and managerial economics from the University of New Hampshire
  • Member of the Chartered Alternative Investment Analyst Association; member of the CFA Institute and CFA Society Boston