- Joined Prime Buchholz in 2024
- Entered the investment industry in 1998
- Leads the investment consulting practice; responsible for the ongoing growth and development of consultants, client engagement models, and strategic evolution of the business
- Member of the executive committee, risk committee, and private equity asset class 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 Equal, a national nonprofit focused on increasing access to higher education for disadvantaged youths
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