- Joined Prime Buchholz in 2024
- More than 25 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
- Member of the fixed income asset class committee and mission-aligned investment committee; vice chair of the firm’s Diversity, Equity, and Inclusion Council
- Previous experience: Founder of Sitari Capital, managing partner at Fresh Source Capital, lead portfolio manager at Boston Advisors, portfolio manager at Batterymarch Financial
- B.S. in economics from Holy Cross; M.A. from The Fletcher School at Tufts University
- Member of the CFA Institute/CFA Society Boston
Back to all posts