- Joined Prime Buchholz in 2007
- Entered the investment industry in 2006
- Responsible for all investment operation activity and monitoring of discretionary client portfolios
- Member of the firm’s senior management group, discretionary management oversight committee, and custody committee
- Previous experience: Portfolio accounting analyst at Putnam Investments, responsible for maintaining and reconciling the general ledger for various retail funds
- B.S. in economics from Plymouth State University
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