Joined Prime Buchholz in 2011. More than 16 years of industry experience. Advises various clients with expertise in the areas of asset allocation, investment policy, and portfolio development. Member of the firm’s global equity asset class and defined benefit committees. Previous experience: Assistant vice president of global services at State Street Bank and Trust. M.B.A. with a concentration in finance from Boston University, B.S. in economics from the University of New Hampshire. Member of the Chartered Alternative Investment Analyst (CAIA) Association.