- Joined Prime Buchholz in 2015
- Entered the investment industry in 2005
- Advises a variety of endowment and foundation clients; develops and implements investment strategy, asset allocation and rebalancing, investment research, manager assessment, portfolio monitoring, and performance reporting
- Member of the firm’s fixed income asset class committees
- Previous experience: Senior associate at Wells Fargo Advisors and at Morgan Stanley Smith Barney; prior experience at Putnam Investments
- B.A. in history from Bates College
- Member of the Chartered Alternative Investment Analyst Association; member of the CFA Institute/CFA Society Boston
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