- Joined Prime Buchholz in 2015
- More than 24 years of industry experience
- Conducts manager due diligence across the public equity space, with primary coverage of small cap and mid cap managers; works with clients to implement equity portfolios
- Member of the firm’s global equity asset class and mission-aligned investment committees
- Previous experience: Led fixed income investment research efforts at Segal Rogerscasey; performed equity research on the health care services team at Citigroup Global Investment Bank
- B.S. in finance, summa cum laude, from the University of Bridgeport; certificate in ESG investing from the CFA Institute
- Member of the CFA Institute/CFA Society Maine and the Chartered Alternative Investment Analyst Association
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