Joined Prime Buchholz in 2001. More than 26 years of investment industry experience. Areas of expertise include asset allocation, investment policy and portfolio development, and investment manager due diligence. Member of the firm's executive committee, global equity asset class and risk management committees, as well as its Diversity, Equity, and Inclusion Council. Previous experience: Pension regulatory consultant at John Hancock; investment education specialist at The Vanguard Group. B.S. in business administration from the University of New Hampshire. Member of the CFA Institute/CFA Society Boston.