President & Managing Principal
Bill joined Prime Buchholz in 1990 and has served as the Firm’s President since 1999. He is a member of the Firm’s Executive Committee as well as its Investment Committee. Bill has 33 years of industry experience. Formerly, he was a consultant with New England Pension Consultants and, prior to that, a senior investment officer of Boston Safe Deposit & Trust responsible for analytical services to major pension funds. Earlier, Bill was a 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. Bill currently serves as a Trustee of the Boston Latin School Foundation and chairperson of its investment committee. He is also a member of the Board of Governors for the Boston Athletic Association. Bill earned his B.S. from Suffolk University’s School of Management.