- Joined Prime Buchholz in 2023
- Entered the investment industry in 2016
- Responsible for leading business development initiatives, including engagement with current clients and cultivating new client relationships through strategic outreach and networking efforts
- Member of the firm’s private foundation and private wealth practice groups
- Previous experience: Senior business development associate at Cambridge Associates; wealth operations and performance analyst at CIBC Private Wealth Management; wealth management summer analyst at Morgan Stanley Smith Barney
- B.A. in economics, international relations, and Hispanic studies from Connecticut College
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