- Joined Prime Buchholz in 2008
- Entered the investment industry in 1993
- Conducts macro and asset class research across the public fixed income and private credit asset classes; prepares weekly macro assessment; develops and coordinates the creation of monthly and quarterly market updates
- Chair of the firm’s fixed income asset class committee, voting member of the flex cap committee, member of the health care and insurance practice group
- Previous experience: Equity analyst at Wagner Investment Management/CoBiz Financial in denver and equity analyst at Fleet Investment Advisors/Columbia Management in boston
- M.S. in finance from the University of Colorado and a B.S. in finance from Syracuse University
- Member of the Chartered Alternative Investment Analyst Association; member of the CFA Institute and CFA Society Boston; member of the Boston Economic Club
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