- Joined Prime Buchholz in 2021
- More than 20 years of industry experience
- Areas of expertise include developing diversified, multi-asset portfolios and advising clients on all aspects of their investment programs
- Member of the firm’s Diversity, Equity, and Inclusion Council, as well as the mission-aligned investment and equity asset class committees
- Previous experience: Analyst at Chesapeake Asset Management; controller for the Episcopal Diocese of New York
- M.B.A. in financial management and economics (summa cum laude) from Pace University, B.S. in chemical engineering from the University of the West Indies, Trinidad; CFA Institute Certificate in ESG Investing.
- Member of the National Association of Securities Professionals; serves on the board of The Corporation for the Relief of Widows and Children of Clergymen of the Protestant Episcopal Church in the State of New York; member of the CFA Society New York; formerly served on the board of the Community Service Society
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