• Joined Prime Buchholz in 2006
• More than 29 years of industry experience in various roles across capital markets, research, finance, and banking
• Provides investment advice to institutional and individual investors with an emphasis on endowments and foundations; provides asset allocation, portfolio structuring, and manager selection advice, as well as other services including performance monitoring, spending rate analysis, and transition recommendations
• Member of the firm’s real assets and private equity asset class committees
• Previous experience: Various roles at Credit Suisse, Cambridge Associates, and the General Electric Company
• Master of Finance from Boston College, B.B.A. from the University of Notre Dame