Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
Member of the firm’s global equity asset class committee and the education practice group
Previous experience: Senior analyst (performance and analystics calculating) at Income Research & Management; shareholder services senior associate at Brown Brothers Harriman; client service associate for alternative investments at State Street Corporation
B.A. in economics from the University of Massachusetts-Boston; MBA from the Carroll School of Management at Boston College