- Joined Prime Buchholz in 2022
- Entered the investment industry in 2004
- Advises clients in all aspects of their investment program—from the development of the investment policy statement through structural implementation and ongoing manager evaluation
- Co-chair of the firm’s mission-aligned investment committee and co-chair of the community foundation practice; member of the firm’s fixed income and private capital asset class committees
- Previous experience: Investment analyst at N.H. Charitable Foundation; research associate at Harvard University Kennedy School of Government; financial analyst at Summit Partners; senior associate financial services auditor at KPMG
- B.S. and M.S. in accountancy from Boston College
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