- Co-founded Prime Buchholz in 1988
- More than 57 years of combined experience in investment consulting, client fund management, and institutional finance
- Previous experience: Vice chairman and founder of Wellesley Group, Inc.; director of Janney Montgomery Scott, Inc.; chief financial officer of Swarthmore College, St. Louis University, and Rochester Institute of Technology; principal contributing author of Improving Endowment Management, published by the Association of Governing Boards
- Ed.M. in educational administration from the University of Rochester and B.S. In business administration from Bradley University
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