- Joined Prime Buchholz in 2013
- Entered the investment industry in 2003
- Manages a team of analysts and associates in support of our investment consultants and clients; serve as senior investment associate on a select number of complex client relationships
- Member of the firm’s People, Culture, and Belonging Council and high net worth practice group
- Previous experience: Vice president at Financial Clarity, a multi-family office, where he led efforts in portfolio management, investment research, client advising, and operations
- M.B.A. from Boston College; A.B. in economics from Harvard University
- Member of the CFA Institute/CFA Society Boston
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