• Joined Prime Buchholz in 2007
• More than 28 years of experience in the industry with focus on U.S. equity
• Conducts manager due diligence across the public equity space, with primary coverage of domestic and global equity managers
• Chair of the firm’s equity asset class committee; leads the performance working group; member of the senior management group, mission aligned investment committee, and Diversity, Equity, and Inclusion Council
• Previous experience: Lead analyst on domestic equity at the Massachusetts Institute of Technology Investment Management Company; senior research analyst (equity) at Kobren Insight Management
• B.A. in economics and mathematics from Northwestern University
• Member of the CFA Institute/CFA Society Boston