- Joined Prime Buchholz in 2012
- Entered the investment industry in 2002
- Involved in all quantitative and qualitative aspects of the client relationship; works closely with the consultants in providing asset allocation modeling, analytical support, and advice to various endowment and foundation clients
- Member of the firm’s private equity asset class committee
- Previous experience: Former business unit leader at Prime Buchholz; institutional marketing analyst at MDT Advisers, a subsidiary of Federated Hermes
- B.A. in economics from Washington and Lee University
- Member of the CFA Institute/CFA Society Maine
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