• Joined Prime Buchholz in 2021
  • 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 OCIO practice and the education practice; member of the firm’s flexible capital and private equity asset class committees
  • Previous experience: Chief investment officer and assistant treasurer at College of the Holy Cross; associate chief investment officer and investment officer for the college
  • M.B.A. and M.S. in accounting from Northeastern University; B.A. in sociology from College of the Holy Cross
  • Member of the CFA Institute/CFA Society of Boston; member of the Investment Committee of the Diocese of Worcester