- Joined Prime Buchholz in 2024
- More than 25 years of industry experience
- Lead the investment consulting practice; responsible for the ongoing growth and development of our consultants, client engagement models and strategic evolution of the business
- Member of the executive committee
- Previous experience: CEO of the Institutional Limited Partners Association (ILPA); chief operating officer and co-head of global consulting at Cambridge Associates
- B.S. with concentration in finance from the Boston College Carroll School of Management
- Former board member and vice chair of the Loudoun Country Day School and board chair of EEqual, a national nonprofit focused on increasing access to higher education for disadvantaged youths
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