• Joined Prime Buchholz in 1997
  • More than 27 years of industry experience
  • Responsible for all firm information systems and technology needs; leads team responsible for all internal requests related to information systems, data, and reporting; facilitates the selection and development of enterprise applications and implements processes to ensure high quality testing, training, and implementation of new or revised systems
  • Member of the firm’s executive and risk committees
  • Previous experience: Former 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