Meet Our Leadership Team

Prime Buchholz is 100% employee-owned and operated.  (Click here to learn more about our employee shareholders.) We have no parent, affiliations, or subsidiaries, and are not involved in any joint ventures or business partnerships.

Our leadership team comprises seasoned professionals who are dedicated to ensuring the best possible service for our clients.


William F. McCarron President and Managing Principal
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  • Joined Prime Buchholz in 1990 and has served as the Firm’s President since 1999
  • More than 33 years of industry experience
  • Active member of the Firm’s Executive Committee and Investment Committee, as well as the Senior Management Group
  • Prior experience: Consultant with New England Pension Consultants (NEPC) and Senior Investment Officer of Boston Safe Deposit & Trust responsible for analytical services to major pension funds
  • 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
  • Trustee of the Boston Latin School Foundation and Chairperson of the investment committee
  • Member of the Board of Governors for the Boston Athletic Association
  • B.S. from Suffolk University School of Management
Gregory C. DeSisto, CFA Managing Principal
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  • Joined Prime Buchholz in 1993 and serves as the Firm’s Treasurer
  • More than 30 years of investment industry experience
  • Active member of the Firm’s Executive Committee and Investment Committee, as well as the Private Capital Asset Class Committee and Sustainable Investment Committee
  • Previously, a Senior Research Analyst responsible for asset allocation modeling, endowment and foundation forecasting, attribution analysis, manager research and evaluation, and client reporting for the Firm
  • Prior experience: Operations Officer at Boston Safe Deposit and Trust and Conversion Specialist for institutional funds
  • M.B.A. from Boston College, Graduate School of Business and B.S. in Mathematics from Fairfield University
  • Member of the CFA Institute/Boston Security Analysts Society
Gregory C. Johnson, CFA Managing Principal
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  • Joined Prime Buchholz in 1993
  • More than 27 years of experience in the investment industry
  • Serves as the Firm’s Vice President
  • Active member of the Firm’s Executive Committee, Investment Committee, and Risk Committee, as well as the Flexible Capital Asset Class Committee and Defined Contribution Committee
  • Member of the Board of Directors of the Children’s Museum of New Hampshire
  • Previously, Senior Research Analyst responsible for asset allocation modeling and alternative manager research and evaluation
  • Prior experience: Client Service Officer in the Master Trust Division at State Street Bank and Trust Co.
  • B.S. in Business from Wake Forest University
  • Member of CFA Institute/Boston Security Analysts Society
Marshall Raucci, Jr. Managing Principal
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  • Joined Prime Buchholz in 1996
  • More than 39 years of investment industry experience
  • Active member of the Firm’s Executive Committee and Investment Committee; also serves on the Fixed Income Asset Class Committee and Defined Benefit Committee
  • Prior experience: Executive Vice President and Managing Director at Fleet Investment Services
  • Member of the Board of Directors for CharterCare Health Systems and Chairman of its investment committee
  • Previously served in senior administrative positions in higher education, as a member of Providence College Board of Trustees’ Investment Committee, and as a Trustee of Roger Williams University
  • M.S. from SUNY College at Buffalo and B.A. from Marist College
Jeffrey R. Croteau, CFA Managing Principal
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  • Joined Prime Buchholz in 2000
  • More than 20 years of investment experience
  • Chairs the Investment Committee and is an active member of the Firm’s Executive Committee; also serves on the Global Equity Asset Class Committee
  • Previously served as Director of Research
  • Prior experience: Analyst and Consultant at William M. Mercer Investment Consulting, with a focus on corporate and public pension clients
  • B.S. in Mathematics from Northeastern University
  • Member of CFA Institute/Boston Security Analysts Society
Marcia S. Kovalik, J.D. General Counsel and Chief Compliance Officer
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  • Joined Prime Buchholz in 2008
  • More than 24 years of legal experience, over 16 of which are in the investment industry
  • Active member of the Firm’s Executive Committee, Risk Management Committee, and Senior Management Group
  • Prior experience: General Counsel and Chief Compliance Officer for investment advisor Citizens Advisers, Inc. and Chief Compliance Officer of Citizens Funds, a family of socially responsible mutual funds; also served in private practice, focused on civil litigation and corporate law, and served as a law clerk to the Justices of the New Hampshire Superior Court
  • J.D. from University of New Hampshire School of Law and B.A. in American Studies from Middlebury College
  • Member of the National Society of Compliance Professionals and New Hampshire and Maine Bar Associations.
Christopher J. Sweeney, CPA Chief Operating Officer
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  • Joined Prime Buchholz in 2010
  • More than 27 years of experience in the financial services and investment industries
  • Chairs the Senior Management Group. Active member of the Firm’s Executive Committee and Risk Management Committee
  • Prior experience: Chief Financial Officer and Treasurer of World Learning, Inc., a global educational organization; also served in a number of executive roles at State Street, State Street Global Advisors, and KPMG Peat Marwick
  • M.B.A. from Boston University and B.A. in Economics/Business from the University of Vermont
  • CPA and member of the American Institute of Certified Public Accountants and Massachusetts Society of Certified Public Accountants
Richard M. Morrison, CFA Director of Investment Strategy
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  • Joined Prime Buchholz in 2004
  • More than 23 years of experience in the industry, with a focus on hedge funds
  • Active member of Prime Buchholz’s Investment Committee and serves on all four of the Firm’s Asset Class Committees; member of the Senior Management Group
  • Prior experience: Market Risk Analyst at Harvard Management Company and a Financial Analyst at Fidelity Investments
  • Masters in Finance from Boston College and B.S. in Business Administration with a concentration in Finance from Northeastern University
  • Member of CFA Institute/Boston Security Analysts Society
Valentina T. Dingle Director of Business Development & Communications
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  • Joined Prime Buchholz in 2007
  • More than 27 years of experience in the financial and investment industries
  • Member of the Senior Management Group
  • Prior experience: Director of Marketing for AARP Financial; Vice President of Marketing for socially responsible investment manager Citizens Advisers, Inc.; Managing Director for online investor communications firm NewRiver, Inc.; Vice President for the Investment Advisor Group at Fidelity Investments, and Senior Vice President for Allmerica Financial Institutional Services
  • Co-President of a non-profit women’s organization in Boston
  • M.B.A. from Anna Maria College and B.A. in Public Relations from Purdue University