- Joined Prime Buchholz in 1993
- Entered the investment industry in 1987
- Advises clients in all aspects of their investment program—from the development of the investment policy statement through structural implementation and ongoing manager evaluation
- Member of the real assets working group
- Previous experience: Served on Prime Buchholz Board 2002-2024; Prime Buchholz Treasurer 2002-2019; Prime Buchholz Assistant Treasure 1999-2002; Operations officer for analytics information delivery and conversion specialist serving institutional funds at Boston Safe Deposit and Trust
- M.B.A. from Boston College Graduate School of Business and a B.S. in mathematics from Fairfield University
- Former board member for Gather, an organization committed to ending local hunger through collaboration and leadership; member of the CFA Institute/CFA Society Boston
Back to all posts