Joined Prime Buchholz in 2006. More than 27 years of investment industry experience in various roles across capital markets, research, finance, and banking. Provides investment advice to institutional and individual investors with an emphasis on endowments and foundations; provides asset allocation, portfolio structuring, and manager selection advice, as well as other services including performance monitoring, spending rate analysis, and transition recommendations. Member of the firm's real assets and private equity asset class committees. Previous experience: Various roles at Credit Suisse, Cambridge Associates, and the General Electric Company; co-founder of Private Trade, a private equ