Joined Prime Buchholz in 2021. More than nine years of industry experience. Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support. Previous experience: Senior analyst (performance and analystics calculating) at Income Research & Management; shareholder services senior associate at Brown Brothers Harriman; client service associate for alternative investments at State Street Corporation. B.A. in economics from the University of Massachusetts-Boston; MBA candidate at the Carroll School of Management at Boston College. Member of the CFA Institute/CFA Society Boston.