• Joined Prime Buchholz in 2004
• More than 30 years of industry experience
• Oversees the research team and helps guide the firm’s investment strategy and decisions
• Member of the firm’s investment committee, all five asset class committees, the discretionary management oversight committee, and the senior management group
• Previous experience: Market risk analyst at Harvard Management Company; financial analyst at Fidelity Investments
• Master’s degree in finance from Boston College, B.S. in business administration with a concentration in finance from Northeastern University
• Member of the CFA Institute/CFA Society Boston