Joined Prime Buchholz in 2011. More than 18 years of industry experience Advises a variety of endowment and foundation clients; develops and implements investment strategy, asset allocation and rebalancing, investment research, manager assessment, portfolio monitoring, and performance reporting. Member of the firm’s Mission-Aligned Investment Committee, as well as its fixed income asset class and defined contribution committees. Previous experience: Investment manager for Wells Fargo Family Wealth (directly managed investment portfolios for several high net worth family relationships) B.A. in administrative science from Colby College, where he was a George Baker Scholar. Member of the CFA