- Joined Prime Buchholz in 2021
- Entered the investment industry in 2019
- Provides portfolio implementation services
- Member of the firm’s private foundation practice group, public equity asset class committee, and Green Team
- Previous experience: Operations specialist at Brown Brothers Harriman
- B.S. in finance from the University of Vermont
- Member of the CFA Institute/CFA Society Boston and the CAIA Association /CAIA Boston Chapter