- Joined Prime Buchholz in 1990 and has served as the firm’s president since 1999
- More than 40 years of industry experience
- Member of the firm’s executive committee and discretionary management oversight committee, as well as the Diversity, Equity, and Inclusion Council
- Previous experience: Consultant with New England Pension Consultants; senior investment officer of Boston Safe Deposit & Trust (responsible for analytical services to major pension funds); former colleague of Prime Buchholz Co-Founder Jon Prime at the Wellesley Group (where he was involved in a full range of client investment advisory services)
- B.S. from Suffolk University’s School of Management
- Trustee of the Boston Latin School Foundation and chairperson of its investment committee; member and treasurer for the Board of Governors for the Boston Athletic Association
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