- Joined Prime Buchholz in 2024
- Entered the investment industry in 2015
- Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
- Member of the firm’s real assets committee
- Previous experience: Product management associate at Grantham, Mayo, Van Otterloo; shareholder services associate at GMO; associate financial advisor at Oppenheimer & Co; ETF services senior associate at State Street
- M.B.A. from the Carroll School of Management at Boston College; B.A. in economics with a history minor from the Morrissey College of Arts and Sciences at Boston College
- Member of the CFA Institute and CFA Society Boston
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