• Joined Prime Buchholz in 2021
• More than 20 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 flexible capital and private equity asset class committees
• Previous experience: Chief investment officer and assistant treasurer at College of the Holy Cross; prior to this role, he served as associate chief investment officer and investment officer for the college
• M.B.A. and M.S. in accounting from Northeastern University, B.A. in sociology from College of the Holy Cross
• Member of the CFA Institute/CFA Society of Boston; member of the Investment Committee of the Diocese of Worcester