• Joined Prime Buchholz in 2001
• Entered the investment industry in 1996
• Advises clients on all aspects of their investment program—from the development of the investment policy statement through structural implementation and ongoing manager evaluation
• Member of the firm’s global equity asset class committee and People and Culture and Belonging Council; co-head of the private client practice group
• Previous experience: Pension regulatory consultant at John Hancock; investment education specialist at The Vanguard Group
• B.S. in business administration from the University of New Hampshire
• Member of the CFA Institute/CFA Society Boston