• Joined Prime Buchholz in 2008
• More than 30 years of industry experience
• Conducts asset class research and monitoring across the public fixed income and private credit asset classes, prepares weekly macro assessment; develops and coordinates the writing of topics for monthly and quarterly market updates
• Chair of the firm’s fixed income asset class committee, member of the flex cap and retirement plans committees
• Previous experience: Equity analyst at Wagner Investment Management/CoBiz Financial in Denver and equity analyst at Fleet Investment Advisors/Coumbia Management in Boston
• M.S. in finance from the University of Colorado, B.S. in finance from Syracuse University
• Member of the Chartered Alternative Investment Analyst Association; member of the CFA Institute and CFA Society Boston