- Joined Prime Buchholz in 2006
- Entered the investment industry in 1991
- Offers portfolio management and investment advice to institutional and individual investors with an emphasis on endowments and foundations; co-heads the private foundation practice group, founded in 2024
- Member of the firm’s real assets and private equity asset class committees
- Previous experience: Various banking, finance, research and accounting roles at Credit Suisse, Cambridge Associates, and the General Electric Company
- Master of Finance from Boston College; B.B.A. from the University of Notre Dame
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