Rejoined Prime Buchholz in 2022; previously a global equities research associate (2013-17) and investment analyst (2010-13)
More than 18 years of industry experience
Advises clients in all aspects of their investment program—from the development of the investment policy statement (IPS) through structural implementation and ongoing manager evaluation Co-chair of MAIC
Member of the firm’s fixed income and private capital asset class committees, as well as the mission-aligned investment committee co-chair of community foundation practice
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
Board chair at HAVEN NH, which focuses on domestic violence and sexual assault prevention and crisis response