- Joined Prime Buchholz in 2010
- Entered the investment industry in 2009
- Leads information systems and oversees the strategy and evolution of the PrimePlus platform, enterprise applications, analytics tools, and data aggregation processes
- Member of the firm’s board of directors and executive committee
- Previous experience: Leadership roles in business applications and information systems at Prime Buchholz, as well as corporate treasury roles at Liberty Mutual Insurance Company
- M.S. in information systems with a concentration in data science from Northwestern University; B.S. in finance from the University of New Hampshire
- Member of the CFA Institute/CFA Society Boston
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