• Joined Prime Buchholz in 2017
  • More than 35 years of investment industry experience
  • Advises clients with expertise in the areas of asset allocation, portfolio implementation and ESG/DEI investing
  • Member of the firm’s investment committee, real assets and fixed income asset class committees, the mission-aligned investment committee and Diversity, Equity, and Inclusion Council
  • Previous experience: Managing director/portfolio manager and head of active global rates and sector strategy at State Street Global Advisors, managing director/portfolio manager and head of insurance client strategies at BNY Standish
  • B.A. in English from the College of the Holy Cross
  • Member of the CFA Institute/CFA Society Boston