Jeffrey R. Croteau, CFA

Managing Principal/Consultant

Jeff joined Prime Buchholz in 2000.  He serves as Chair of the Investment Committee and is a member of the Firm’s Executive Committee and Global Equity Asset Class Committee.  He has 20 years of investment experience.  Jeff is a senior consultant and an owner of the Firm.  He advises clients in all aspects of their investment program—from the development of the investment policy statement through structural implementation and ongoing manager evaluation.  Prior to his current roles, he served as Research Director for Prime Buchholz.  Jeff had previous experience at William M. Mercer Investment Consulting, where he was an analyst and consultant to corporate and public pension clients.  He earned his B.S. in Mathematics from Northeastern University and is a member of the CFA Institute/Boston Security Analysts Society.