- Joined Prime Buchholz in 2023
- More than five years of industry experience
- Involved in many quantitative and qualitative aspects of the client relationship
- Member of the private wealth practice group, performance group, and defined contribution practice group
- Previous experience: Discretionary advisory portfolio manager for high-net-worth clients at Taylor Financial; consultant for corporate clients on defined benefit and defined contribution plans
- B.A. in accounting/finance from Cleary University; M.B.A. from Eastern Michigan University
- Member of the CFA Institute/CFA Society Boston
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