• Joined Prime Buchholz in 2018
• Entered the investment industry in 1998
• Advises clients on all aspects of their investment program, including development of the investment policy statement, analyzing the impact of spending policies, asset allocation, segment design, manager selection, rebalancing, and ongoing manager evaluation
• Member of the firm’s fixed income asset class committee
• Previous experience: Director, intermediary sales and distribution at WHV Investment Management, Inc. (Wentworth, Hauser and Violich); Divisional Assistant Vice President in the Investment Consulting Services and Wealth Management divisions at UBS Financial Services, Inc.
• J.D. from Georgetown University Law Center; B.A. with honors in rhetoric from the University of California, Berkeley
• Member of the CFA Institute/CFA Society Boston; lifetime member, Cal Alumni Association; past Executive Editor, Georgetown Journal of Legal Ethics