- Joined Prime Buchholz in 2007
- Entered the investment industry in 2004
- Leads strategic operations, optimizes resources, and directs a high-performing team to provide expert analysis, asset allocation strategies, and portfolio development for a diverse client base
- Member of the firm’s senior management group, GIPS compliance working group, and performance working group
- Previous experience: Fund accountant at State Street Corporation
- B.S. in business administration with an option in management from the University of New Hampshire
- Certified in investment performance management through the CIPM Association in 2018
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