• Joined Prime Buchholz in 2001
• More than 28 years of industry experience
• Advises clients in all aspects of their investment program—from the development of the investment policy statement (IPS) through structural implementation and ongoing manager evaluation
• Member of the firm’s global equity asset class committee and Diversity, Equity, and Inclusion Council. Co-Head of Private Client Practice Group
• Previous experience: Pension regulatory consultant at John Hancock; investment education specialist at The Vanguard Group
• B.S. in business administration from the University of New Hampshire
• Member of the CFA Institute/CFA Society Boston