- Joined Prime Buchholz in 1997
- Entered the investment industry in 1997
- Responsible for the firm’s investment data strategy, processes, and support. Oversees the development and oversight of scalable data workflows within PrimePlus and across downstream systems, ensuring data quality, consistency, and timely delivery. Partners with investment, client service, and technology teams to translate business and client needs into effective data solutions, establish strong data controls, and identify opportunities for automation and process improvement. Serves as a subject-matter expert and mentor within Information Systems, supports broader technology initiatives as needed, and helps drive the continued evolution of the firm’s investment data capabilities and PrimePlus platform.
- Previous experience: Former CITO, business analysis manager, research associate, and investment analyst at Prime Buchholz
- B.S. in business administration with a concentration in accounting from the University of New Hampshire
- Member of the CFA Institute/CFA Society Boston and the Chartered Alternative Investment Analyst Association
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