• Joined Prime Buchholz in 2018
• Entered the investment industry in 1988
• Responsible for the firm’s overall operations, including delivery of value to clients, developing the skills and talents of employees, and driving growth across the business
• Member of the firm’s executive committee, risk committee, and 401(K) fiduciary committee
• Previous experience: Managing director and head of global business development—endowment and foundation practice—at Cambridge Associates; multiple senior vice president roles across strategic marketing, product development, and new business development at Fidelity Investments
• S.M. from the MIT Sloan School of Management, B.S. from Bentley University