Meet Our Team of Experienced Investment Consultants

Our consulting team members average more than 25 years of industry experience and possess a wide range of investment knowledge. To ensure consistency in your investment approach, each client team includes two experienced Consultants.


Jon L. Prime Founder and Principal/Consultant
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  • Co-founded Prime Buchholz in 1988
  • More than 50 years of combined experience in investment consulting, client fund management, and institutional finance
  • Formerly served as the Vice Chairman and Founder of Wellesley Group, Inc., and earlier, Director of Janney Montgomery Scott, Inc.
  • Prior experience: Chief Financial Officer of Swarthmore College, St. Louis University, and Rochester Institute of Technology
  • Principal contributing author of Improving Endowment Management, published by the Association of Governing Boards
  • M.Ed in Educational Administration from the University of Rochester and B.S. in Business Administration from Bradley University
James R. Buchholz, L.H.D. Founder and Principal/Consultant
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  • Co-founded Prime Buchholz in 1988
  • More than 50 years of combined experience in investment consulting, client fund management, and institutional finance
  • Prior, he served as Vice Chancellor of Washington University in St. Louis and on the board of three Missouri risk retention companies
  • Previously served as Vice President of the University of Missouri System, the Rochester Institute of Technology, and the American Council on Education
  • Served on a State Community Foundation Board, where he was also President
  • Earned B.A. and an L.H.D. from Drury University
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 and the Seacoast Science Center where he also serves on the finance committee
  • 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
  • Prior to his current consulting role, he 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
Ben M. Riordan Principal/Consultant
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  • Joined Prime Buchholz in 2003
  • More than 30 years of industry experience advising institutions
  • Active member of the Firm’s Executive Committee and Investment Committee, as well as the flexible Capital Asset Class Committee
  • Prior experience: Senior Vice President with Commonfund and Investment Consultant to banks and insurance companies with Merrill Lynch; also, held various management positions with Pitney Bowes, Inc., and was an advisor to the Mellon Foundation College Retirement Health Project
  • M.S. in Finance from Fairfield University and B.S. in Business from Iowa State University
Ryan T. O’Quinn, CFA Principal/Consultant
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  • Joined Prime Buchholz in 2001
  • Has more than 21 years of investment industry experience
  • Active member of the Firm’s Global Equity Asset Class Committee and Risk Committee
  • Previously served as an Investment Analyst for the Firm
  • Prior experience: Pension Regulatory Consultant at John Hancock and Investment Education Specialist at The Vanguard Group
  • B.S. in Business Administration at the University of New Hampshire
  • Member of CFA Institute/Boston Security Analysts Society
Sean T. Higman Principal/Consultant
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  • Joined Prime Buchholz in 2003
  • More than 30 years of investment industry experience
  • Active member of the Firm’s Fixed income Asset Class, and Defined Contribution and Defined Benefit Committees
  • Prior experience: Vice President/Treasurer for Mpower Communications Corp. and Assistant Treasurer for RGS Energy Group
  • More than 15 years of experience as a plan sponsor responsible for management of defined benefit and defined contribution plans
  • Past member/officer of the AFP Pensions and Benefits Task Force, Utility Pension Fund Study Group, Central NY Pension Group, and Stable Value Investment Association
  • Currently holds a Certified Management Accountant designation
  • M.B.A. from Northeastern University and B.B.A. from Niagara University
Thomas P. Lupone Principal/Consultant
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  • Joined Prime Buchholz in 2006
  • More than 22 years of investment industry experience in various roles across capital markets, research, finance, and banking
  • Active member of the Firm’s Private Capital Asset Class Committee
  • Prior experience: Served in various roles at Credit Suisse, Cambridge Associates, and the General Electric Company
  • Co-Founder of PrivateTrade, a private equity secondaries advisory firm
  • Masters in Finance from the Boston College and B.B.A. from the University of Notre Dame
George J. Hauptfuhrer, CFA Principal/Consultant
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  • Joined Prime Buchholz in 2006
  • More than 37 years of investment experience, including research analysis, portfolio management, and consulting
  • Active member of the Firm’s Flexible Capital Asset Class Committee
  • Prior experience: Global Partner at Invesco
  • Previously a board member of the Piedmont Hospital Foundation and the Piedmont Healthcare'’s Investment Committee; also serves on the board of the Princess Grace Foundation (USA), the Columbia Theological Seminary, and the Johnson C. Smith Theological Seminary
  • Former Governor of the CFA Institute (formerly AIMR) and President of the Atlanta Society of Financial Analysts
  • Formerly on the boards at Rabun-Gap Nacoochee School and the Atlanta Ballet
  • M.B.A. from UNC-Chapel Hill, where he was a Morehead Fellow, and B.A. from Yale.
  • Member of CFA Institute/CFA Society of Atlanta
Michael D. Soares Principal/Consultant
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  • Joined Prime Buchholz in 2006
  • More than 22 years of experience in the industry, with a focus on U.S. equity portfolios
  • Managed a variety of long-only equity strategies, including large, mid, and small cap products; within the alternatives marketplace, managed equity market-neutral portfolios and developed portable alpha strategies
  • Active member of the Firm’s Global Equity Asset Class Committee
  • Prior experience: Portfolio Manager for Batterymarch Financial Management
  • Member of the Board and Investment Committee of the University of Maine Foundation
  • M.B.A. from Bentley College and B.A. from the University of Maine
John S. Kane, CFA Principal/Consultant
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  • Joined Prime Buchholz in 2007
  • More than 18 years of investment industry experience
  • Active member of the Firm’s Private Capital Asset Class Committee and Defined Benefit Committee
  • Previously served as Consulting Analyst and Investment Analyst for Prime Buchholz, providing analytical support and advice for a variety of clients
  • Prior experience: Associate Portfolio Manager at State Street Global Advisors
  • M.B.A. from Boston College and B.A. in Economics from Amherst College
  • Member of CFA Institute/Boston Security Analysts Society
Alice L. DonnaSelva, CFA Principal/Consultant
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  • Joined Prime Buchholz in 2005
  • More than 16 years of industry experience
  • Chairs the Firm’s Sustainable Investment Committee and and is a member of the Global Equity Asset Class Committee
  • Prior to current role, served as a Consulting Analyst and Investment Analyst for seven years, providing advice, analysis, asset allocation modeling, and portfolio development support
  • Previous experience: Research and Client Service Associate at Whitegate Investment Counselors
  • B.A.A.S. in English Education from the University of Delaware
  • Member of CFA Institute/Boston Security Analysts Society
Cassandra L. Binette, CFA Consultant
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  • Joined Prime Buchholz in 2000
  • More than 19 years of industry experience
  • Active member of the Firm’s Fixed Income Asset Class Committee and Defined Benefit Committee
  • Previously served as a Research Analyst with a focus on domestic and non-U.S. equity investment managers and products, a Consulting Analyst, and an Investment Analyst
  • Prior experience: Senior Financial Analyst at Mellon Financial
  • B.S. in Business Administration from Bryant University—dual majors in Finance and Computer Information Systems
  • Member of CFA Institute/Boston Security Analysts Society
Ian MacPherson, CFA, CAIA Consultant
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  • Joined Prime Buchholz in 2011
  • More than 13 years of industry experience
  • Previously served as an Investment Analyst at Prime Buchholz, providing advice, analysis, asset allocation modeling, and portfolio development support
  • Prior experience: Investment Manager for Wells Fargo Family Wealth; directly managed approximately $500 million in investment assets for 15 high net worth families
  • B.A. in Administrative Science from Colby College
  • Member of CFA Institute/Boston Security Analysts Society and the Chartered Alternative Investment Analyst (CAIA) Association
Kate D. Dumas, CFA Consultant
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  • Joined Prime Buchholz in 2005
  • More than 17 years of industry experience
  • Previously, served as a Consulting Analyst and Global Equity Research Analyst for Prime Buchholz
  • Prior experience: Associate/Network Manager at Deutsche Bank AG and Mellon Trust
  • M.B.A. from the Leonard N. Stern School of Business, New York University, with a specialization in Finance and Global Business and B.A. from McGill University in Economics
  • Member of CFA Institute/Boston Security Analysts Society