Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
Member of the firm’s Diversity, Equity, and Inclusion Council and the employee engagement and retention working group; member of the community foundations practice croup
Previous experience: Former senior performance analyst at Prime Buchholz; staff accountant at a corporate healthcare organization
B.S. in business administration with a concentration in finance from Boston University’s Questrom School of Business