• Joined Prime Buchholz in 2024
  • More than 25 years of industry experience
  • Lead the investment consulting practice; responsible for the ongoing growth and development of our consultants, client engagement models and strategic evolution of the business
  • Member of the executive committee
  • Previous experience: CEO of the Institutional Limited Partners Association (ILPA); chief operating officer and co-head of global consulting at Cambridge Associates
  • B.S. with concentration in finance from the Boston College Carroll School of Management
  • Former board member and vice chair of the Loudoun Country Day School and board chair of EEqual, a national nonprofit focused on increasing access to higher education for disadvantaged youths