Joined Prime Buchholz in 1990 and has served as the firm’s president since 1999. More than 38 years of industry experience. Member of the firm’s executive committee and discretionary management oversight committee, as well as the Diversity, Equity, and Inclusion Council. Previous experience: Consultant with New England Pension Consultants; senior investment officer of Boston Safe Deposit & Trust (responsible for analytical services to major pension funds); former colleague of Prime Buchholz Co-Founder Jon Prime at the Wellesley Group (where he was involved in a full range of client investment advisory services). B.S. from Suffolk University’s School of Management. Trustee of the Bosto