Our People

+

Emily Agnew, CFA

Principal/Director of Operational Due Diligence

+

Emily Agnew, CFA

Principal/Director of Operational Due Diligence

• Joined Prime Buchholz in 2022
• More than 26 years of industry experience
• Responsible for the development and implementation of the firm’s operational due diligence process across all asset classes
• Member of the firm’s global equity, fixed income, flexible capital, and private capital asset class committees, member of the risk committee and the senior management group
• Previous experience: Managed the ODD efforts at Meketa Investment Group; director at Bank of America Merrill Lynch; director at Cambridge Associates
• B.S. in business and administration from Drexel University; MBA from Drexel University
• Member of the CFA Institute, CFA Society Boston, 100 Women in Finance

+

Nicholas Anderson

OCIO Investment Associate

+

Nicholas Anderson

OCIO Investment Associate

• Joined Prime Buchholz in 2020
• More than five years of industry experience
• Involved in all quantitative and qualitative aspects of OCIO client relationships, providing asset allocation modeling and other analytical support
• Member of the firm's mission-aligned investment committee and the education practice group
• Previous experience: Former senior performance analyst at Prime Buchholz; investment products at Fidelity Investments
• B.S. in actuarial science with minors in finance and business studies from Bentley University

+

Andrea Beatty

Sr. Document Management Specialist

+

Andrea Beatty

Sr. Document Management Specialist

• Joined Prime Buchholz in 2004
• More than 19 years of industry experience
• Provides document collection and retention of manager-related client account statements for clients’ monthly executive summaries. Maintains a detailed, secure database of manager website logins
• Previous experience: Office assistant and data analyst positions at Prime Buchholz
• B.S. in health management and policy from the University of New Hampshire.

+

G. Matthew Berardino, CAIA, CIPM

Principal/Head of Client Services

+

G. Matthew Berardino, CAIA, CIPM

Principal/Head of Client Services

• Joined Prime Buchholz in 1999
• More than 26 years of industry experience
• Develops and drives the strategic vision for the client service and trading operations teams to support client and business requirements; provides leadership and oversight for client reporting/analytics, performance measurement, and trading operations for the firm's OCIO platform
• Member of the executive committee and risk committee, as well as the discretionary oversight committee
• Previous experience: Auditor at Investors Bank & Trust M.B.A. from Southern New Hampshire University;
• B.A. with a concentration in management from Salem State College
• Member of the Chartered Alternative Investment Analyst Association and the CFA Institute/CFA Society Boston. He is certified in investment performance management through the CIPM Association

+

Valerie Berezin, CPA

Principal/Consultant

+

Valerie Berezin, CPA

Principal/Consultant

• Rejoined Prime Buchholz in 2022; previously a global equities research associate (2013-17) and investment analyst (2010-13)
• More than 18 years of industry experience
• Advises clients in all aspects of their investment program—from the development of the investment policy statement (IPS) through structural implementation and ongoing manager evaluation Co-chair of MAIC
• Member of the firm's fixed income and private capital asset class committees, as well as the mission-aligned investment committee co-chair of community foundation practice
• Previous experience: Investment analyst at N.H. Charitable Foundation; research associate at Harvard University Kennedy School of Government; financial analyst at Summit Partners; senior associate financial services auditor at KPMG
• B.S. and M.S. in accountancy from Boston College
• Board chair at HAVEN NH, which focuses on domestic violence and sexual assault prevention and crisis response

+

Gregory C. Berry

Principal/Associate Director Research

+

Gregory C. Berry

Principal/Associate Director Research

• Joined Prime Buchholz in 2006
• More than 19 years of industry experience
• Focuses on research, sourcing, monitoring, and reporting of flexible capital (hedge funds), including long/short equity, event-driven, credit, and private credit strategies
• Member of the firm’s flexible capital asset class committee and mission-aligned investment committee
• Previous experience: Financial advisor at Waddell & Reed
• B.A. in government and legal studies with a minor in economics from Bowdoin College

+

Bryan P. Bolte, CAIA

Principal/Consultant

+

Bryan P. Bolte, CAIA

Principal/Consultant

• Joined Prime Buchholz in 2016
• More than 17 years of industry experience
• Advises clients in all aspects of their investment program, from the development of the investment policy statement (IPS) through structural implementation and ongoing manager evaluation
• Member of the firm's fixed income asset class committee and retirement plans committee
• Previous experience: Associate director and senior research analyst at Clearbrook Investment Consulting
• B.S. in business and economics from Lehigh University
• Member of the Chartered Alternative Investment Analyst Association

+

Jeff Brown

Chief Financial Officer

+

Jeff Brown

Chief Financial Officer

• Joined Prime Buchholz in 2024
• More than 24 years of experience in finance/accounting
• Oversees day-to-day financial operations of the firm, drives process efficiency, and provides visibility and insight in the effort to grow and sustain the financial health of the firm
• Member of the firm’s Executive Committee
• Previous experience: Controller and chief financial officer at Index Packaging, Inc.
• M.B.A from Southern New Hampshire University, Master's degree in finance from Southern New Hampshire University, B.S. in business administration from the University of New Hampshire

+

Melissa Busiek

Sr. Investment Operations Analyst

+

Melissa Busiek

Sr. Investment Operations Analyst

• Joined Prime Buchholz in 2013
• More than 12 years of industry experience
• Facilitates and supports all capital activity for traditional and OCIO clients. Maintains a high level of client satisfaction by completing asset transitions in a timely and accurate manner
• Member of the firm's DEI Council and employee engagement and retention working group
• Previous experience: Intern for Prime Buchholz
• B.S. in business administration from the University of New Hampshire

+

Timothy A. Card, CIPM

Principal/Director Client Services

+

Timothy A. Card, CIPM

Principal/Director Client Services

• Joined Prime Buchholz in 2007
• More than 20 years of industry experience
• Provides advice, analysis, asset allocation modeling, and portfolio development support to various types of clients
• Member of the Senior Management Group
• Previous experience: Fund accountant at State Street Corporation
• B.S. in business administration with an option in management from the University of New Hampshire
• Certified in investment performance management through the CIPM Association in 2018

+

Christopher Caseley

Principal/Sr. Investment Associate

+

Christopher Caseley

Principal/Sr. Investment Associate

• Joined Prime Buchholz in 2005
• More than 26 years of industry experience
• Provides advice, analysis, asset allocation modeling, and portfolio development support to various types of clients
• Previous experience: Plan administrator at Putnam Investments within the 401(k) Department
• Master of Business Administration from Franklin Pierce College and B.S. in education from the University of New Hampshire

+

Cynthia Castonguay, IACCP

Principal/Sr. Compliance Associate

+

Cynthia Castonguay, IACCP

Principal/Sr. Compliance Associate

• Joined Prime Buchholz in 2015
• More than 13 years of industry experience
• Performs compliance reviews that evaluate the adequacy and effectiveness of the company's compliance program; creates reports that clearly articulate the results of compliance reviews performed, identifying deficiencies and recommending solutions; reviews and approves advertising, RFPs, and other client-ready materials and administers the firm's Code of Ethics
• Member of the firm's employee engagement and retention working group and the safety committee
• Previous experience: Performance analyst at Prime Buchholz; investment analyst at NEPC
• M.S. in investment management from Boston University; B.A. in economics and French from Binghamton University State University of New York
• Investment Adviser Certified Compliance Professional®

+

Janet L. Chapman

Principal/Research Analyst

+

Janet L. Chapman

Principal/Research Analyst

• Joined Prime Buchholz in 2000
• More than 23 years of industry experience
• Provides support across asset classes, with a primary focus on public equity performance and analytics
• Previous experience: Data analyst at Prime Buchholz
• B.A. in economics with minors in political science and classics from the University of New Hampshire

+

Jonathan S. Crafts, CAIA

Principal/Sr. Director Research

+

Jonathan S. Crafts, CAIA

Principal/Sr. Director Research

• Joined Prime Buchholz in 2006
• More than 20 years of industry experience
• Conducts asset class and manager research and monitoring in private equity
• Chair of the private equity committee and member of the firm’s real asset committee; member of the senior management group, member of the DEI community engagement working group
• Previous experience: Analyst at Ameriprise Financial, a multinational financial services company
• B.A. in economics, financial and managerial economics, and public policy economics from the University of New Hampshire
• Member of the Chartered Alternative Investment Analyst Association

+

Desiree Crossley

Sr. Marketing & Communications Associate

+

Desiree Crossley

Sr. Marketing & Communications Associate

• Joined Prime Buchholz in 2014
• More than 11 years of industry experience
• Member of the firm's employee engagement and retention working group and Green Team, founder of the firm's PB Eats nutritious meal delivery program
• Previous experience: Deputy managing editor and front page/section-front designer for the Portsmouth Herald; chief information officer and brand manager for the Community College System of NH's Advanced Manufacturing Partnerships in Education program, sponsored by the U.S. DOL TAACCCT grant
• B.A. in English/journalism from the University of New Hampshire
• Member of the Diversity Workforce Coalition

+

Patrick J. Curry

Principal/Director Client Services

+

Patrick J. Curry

Principal/Director Client Services

• Joined Prime Buchholz in 2005
• More than 19 years of industry experience
• Provides advice, analysis, asset allocation modeling, and portfolio development support to various types of clients
• Member of the senior management group
• Previous experience: Former performance analyst at Prime Buchholz Global
• M.B.A. from Southern New Hampshire University and B.S. in business administration with a concentration in marketing from the University of New Hampshire

+

Gregory C. DeSisto, CFA

Managing Principal/Sr. Consultant

+

Gregory C. DeSisto, CFA

Managing Principal/Sr. Consultant

• Joined Prime Buchholz in 1993
• More than 37 years of investment industry experience
• Advises clients in all aspects of their investment program—from the development of the investment policy statement (IPS) through structural implementation and ongoing manager evaluation
• Member of the firm's real assets asset class committee
• Previous experience: Operations officer for analytics information delivery and conversion specialist serving institutional funds at Boston Safe Deposit and Trust
• M.B.A. from Boston College Graduate School of Business, B.S. in mathematics from Fairfield University
• Former board member for Gather, an organization committed to ending local hunger through collaboration and leadership; member of the CFA Institute/CFA Society Boston

+

Huimin Dillon

Sr. Performance Analyst

+

Huimin Dillon

Sr. Performance Analyst

• Joined Prime Buchholz in 2022
• More than three years of industry experience
• Reconciles investment performance and maintains databases of investment information to ensure accuracy and reasonableness
• Member of the firm's automation collaboration group
• M.S.F. and B.S. in finance from Suffolk University

+

Kristin A. DiMauro

Sr. Financial Analyst

+

Kristin A. DiMauro

Sr. Financial Analyst

• Joined Prime Buchholz in 2022
• More than nine years of experience in finance/accounting
• Manages monthly finance close, forecasting, budgeting, billing
• Previous experience: AVP of Finance One Communications, Sr. Financial Planning Analyst Qstream
• B.S. in business/mathematics from Salem State University

+

Valentina Teslenko Dingle

Managing Principal/Chief Diversity Officer

+

Valentina Teslenko Dingle

Managing Principal/Chief Diversity Officer

• Joined Prime Buchholz in 2007
• More than 34 years of financial and investment industry experience
• Responsible for development and implementation of enterprise diversity and engagement strategies and overseeing the Firm’s marketing strategy and portfolio of communications activities
• Chair of the firm's Diversity, Equity, and Inclusion Council; member of the executive committee; member of the mission-aligned investment committee
• Previous experience: Director of marketing at AARP Financial; vice president of marketing at Citizens Advisers (SRI/ESG); vice president of the Investment Advisor Group at Fidelity Investments; senior vice president at Allmerica Financial Institutional Services
• M.B.A. from Anna Maria College; B.A. in public relations, with distinction, from Purdue University; executive certificate in strategic diversity & inclusion management from Georgetown University
• Co-president of a nonprofit women’s organization in Boston; member of the board of directors for the Diversity Workforce Coalition; board member for the Visible Foundation

+

Sean Dubois, CFA

Sr. Investment Associate

+

Sean Dubois, CFA

Sr. Investment Associate

• Joined Prime Buchholz in 2021
• More than 12 years of industry experience
• Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
• Member of the firm's global equity asset class committee and the education practice group
• Previous experience: Senior analyst (performance and analystics calculating) at Income Research & Management; shareholder services senior associate at Brown Brothers Harriman; client service associate for alternative investments at State Street Corporation
• B.A. in economics from the University of Massachusetts-Boston; MBA from the Carroll School of Management at Boston College
• Member of the CFA Institute/CFA Society Boston

+

Taylor Fahmy, CAIA

Principal/Sr. Investment Associate

+

Taylor Fahmy, CAIA

Principal/Sr. Investment Associate

• Joined Prime Buchholz in 2021
• More than eight years of industry experience
• Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
• Member of the firm's private equity asset class committee
• Previous experience: Private equity and venture capital analyst at Spinnaker Capital, the private investment division of the Bollard Group, a multi-family office
• B.S. in finance and B.S. in economics from Roger Williams University
• Member of the Chartered Alternative Investment Analyst Association

+

Ryan J. Fanning

Principal/Sr. Director Research

+

Ryan J. Fanning

Principal/Sr. Director Research

• Joined Prime Buchholz in 2008
• More than 17 years of industry experience
• Focuses on global equity research, monitoring, and reporting, with an emphasis on developed non-U.S. and emerging markets
• Member of the firm’s global equity asset class committee and senior management group
• Previous experience: Shareholder service representative at Citizens Funds
• B.S. in business administration from the University of New Hampshire

+

Tom J. Ferraro

Investment Associate

+

Tom J. Ferraro

Investment Associate

• Joined Prime Buchholz in 2022
• More than 7 years of industry experience
• Collaborates with consultants and clients on asset allocation, investment policies, portfolio analysis and manager due diligence
• Member of the firm's private equity asset class committee and mission aligned investment committee
• Previous experience: Performance analyst at Meketa Investment Group; Investment Analyst at NEPC; Senior Associate at Steer Partners
• B.S. in finance from Bentley University

+

Robert J. Fink, CFA, CAIA

Investment Associate

+

Robert J. Fink, CFA, CAIA

Investment Associate

• Joined Prime Buchholz in 2018
• More than 18 years of industry experience
• Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
• Member of the firm’s flexible capital asset class committee
• Previous experience: Research associate at Fidelity Investments
• B.A. in financial and managerial economics from the University of New Hampshire
• Member of the Chartered Alternative Investment Analyst Association; member of the CFA Institute and CFA Society Boston

+

Tara L. Forcier, CIPM

Principal/Sr. Investment Associate

+

Tara L. Forcier, CIPM

Principal/Sr. Investment Associate

• Joined Prime Buchholz in 2004
• More than 19 years of industry experience
• Involved in all quantitative and qualitative aspects of the client relationship providing asset allocation modeling and other analytical support
• Previous experience: Former senior performance analyst at Prime Buchholz
• B.S. in finance from Bentley College

+

Jon M. Forman

Principal/Sr. Operations Analyst

+

Jon M. Forman

Principal/Sr. Operations Analyst

• Joined Prime Buchholz in 2008
• More than 30 years of financial operations experience
• Previous experience: Operations supervisor at SSgA, previous experience at Wellington Management Company and State Street Bank
• B.A. in business administration from Salem State University

+

Mikaela French, J.D.

Associate Counsel

+

Mikaela French, J.D.

Associate Counsel

• Joined Prime Buchholz in 2023
• More than three years of legal experience
• Conducts legal due diligence and provides advice in the investment due diligence and client investment process
• Previous experience: Goodwin Procter Private Fund Group
• J.D. from Boston University School of Law, B.S. in political science from Northeastern University
• Admitted to practice in Massachusetts

+

Jared A. Fuller, CAIA

Principal/Co-Head of Research

+

Jared A. Fuller, CAIA

Principal/Co-Head of Research

• Joined Prime Buchholz in 2007
• More than 26 years of investment industry experience
• Leads private capital team, co-leads research efforts and mission aligned investment efforts, works with several clients in these areas
• Co-Chair of the firm's mission-aligned investment committee; member of the investment committee
• Previous experience: Variety of roles, primarily in alternative investments, at Harvard Management Company
• B.A. from the University of Massachusetts Amherst
• Member of the Chartered Alternative Investment Analyst Association

+

Nicole M. Gadsby

Principal/Sr. Performance Analyst

+

Nicole M. Gadsby

Principal/Sr. Performance Analyst

• Joined Prime Buchholz in 2003
• More than 20 years of industry experience
• Collects, standardizes and maintains the integrity of investment performance data; evaluates portfolio data and reconciles investment performance for OCIO clients
• Previous experience: Former data analyst, performance analyst, and senior performance at Prime Buchholz

+

Tanya Geier, IACCP

Principal/Director Compliance

+

Tanya Geier, IACCP

Principal/Director Compliance

• Joined Prime Buchholz in 2016
• More than 18 years of industry experience
• Responsible for developing, maintaining and enhancing strategic, risk-based compliance policies for the firm, and for enhancing and maintaining the firm's compliance program; plans and conducts internal audit testing to analyze and monitor risks
• Member of the firm's risk committee, senior management group, and the DEI community engagement working group
• Previous experience: Senior lead analyst and senior compliance examiner at FINRA
• B.A. in economics from the University of New Hampshire
• Investment Adviser Certified Compliance Professional® and member of the National Society of Compliance Professionals

+

Arman Gevorgyan, CFA, CAIA

Principal/Director Research

+

Arman Gevorgyan, CFA, CAIA

Principal/Director Research

• Joined Prime Buchholz in 2015
• More than 24 years of industry experience
• Conducts manager due diligence across the public equity space, with primary coverage of small cap and mid cap managers; works with clients to implement equity portfolios
• Member of the firm's global equity asset class and mission-aligned investment committees
• Previous experience: Led fixed income investment research efforts at Segal Rogerscasey; performed equity research on the health care services team at Citigroup Global Investment Bank
• B.S. in finance, summa cum laude, from the University of Bridgeport; certificate in ESG investing from the CFA Institute
• Member of the CFA Institute/CFA Society Maine and the Chartered Alternative Investment Analyst Association

+

Matthew D. Graef

Operational Due Diligence Analyst

+

Matthew D. Graef

Operational Due Diligence Analyst

• Joined Prime Buchholz in 2022
• More than one year of industry experience
• Responsible for the initial and ongoing operational due diligence of investment advisers across all asset classes
• Member of the firm's mission aligned investment committee
• Previous experience: Academic advisor at Southern New Hampshire University
• M.S. in public administration from Southern New Hampshire University and B.A. in linguistics from the University of New Hampshire

+

Marcus Gray, CFA

Principal/Investment Associate

+

Marcus Gray, CFA

Principal/Investment Associate

• Joined Prime Buchholz in 2019
• More than 11 years of industry experience
• Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
• Member of the firm's Diversity, Equity, and Inclusion Council and the employee engagement and retention working group; member of the community foundations practice croup
• Previous experience: Former senior performance analyst at Prime Buchholz; staff accountant at a corporate healthcare organization
• B.S. in business administration with a concentration in finance from Boston University's Questrom School of Business
• Member of the CFA Institute/CFA Society Boston

+

Laura Hampe, SHRM-CP

Principal/Head of HR and Business Operations

+

Laura Hampe, SHRM-CP

Principal/Head of HR and Business Operations

• Joined Prime Buchholz in 2021
• More than 18 years of experience in leading human resources roles
• Drives the strategic vision of the firm’s human capital to support business growth, improve engagement and retention, enhance safety and wellness, and develop talent; oversees day-to-day human resources and business operations functions which include recruitment, onboarding, talent and change management, learning and development, performance management, benefits, and compensation
• Member of the firm’s executive committee; leads the talent acquisition working group; member of the firm's Diversity, Equity, and Inclusion Council
• Previous experience: Director of human resources U.S. at Turner & Townsend; director of people operations at Taurus Project Controls Consulting; head of learning & development at TD Bank for Retail and Phone Channel
• M.S.M. from Southern New Hampshire University and B.A. in journalism from the University of Maine
• Member of the Society for Human Resource Management

+

Russell P. Harris, CFA, CAIA

Associate Director Research

+

Russell P. Harris, CFA, CAIA

Associate Director Research

• Joined Prime Buchholz in 2011
• More than 16 years of industry experience
• Focuses on research, monitoring, and reporting of private capital and real assets strategies
• Member of the firm’s real assets and private equity asset class committees; member of the firm's retirement plans committee
• Previous experience: Client service associate in Institutional Investment Services at Lord, Abbett & Company (focused on small/mid cap equity, where he was responsible for generating portfolio commentary)
• B.S. in economics from Vanderbilt University
• Member of the Chartered Alternative Investment Analyst Association and the CFA Institute/CFA Society Boston

+

George J. Hauptfuhrer, CFA

Sr. Consultant

+

George J. Hauptfuhrer, CFA

Sr. Consultant

• Joined Prime Buchholz in 2006
• More than 43 years of industry experience
• Serves primarily institutional clients in their asset allocation, manager selection, and performance monitoring; assists in manager research and new-business efforts
• Member of the firm's flexible capital asset class committee
• Previous experience: Global partner at Invesco; governor of the CFA Institute (formerly AIMR); and president of the CFA Society Atlanta
• M.B.A. from UNC Chapel Hill, where he was a Morehead Fellow; B.A. from Yale
• Member of the CFA Institute/CFA Society of Atlanta; chair of the finance committee for the Princess Grace Foundation (USA); former board member of the pensions of the Presbyterian Church (USA); previously served on the boards of Columbia Theological Seminary, the Johnson C. Smith Theological Seminary, The Presbyterian Foundation, Piedmont Healthcare Foundation, and Piedmont Healthcare’s Investment Committee; also served on the boards at Rabun Gap – Nacoochee School, New Covenant Trust Company, The Alliance for Christian Media, and the Atlanta Ballet

+

Sean T. Higman

Principal/Sr. Consultant

+

Sean T. Higman

Principal/Sr. Consultant

• Joined Prime Buchholz in 2003
• More than 38 years of industry experience
• Advises clients on all aspects of their investment programs, including development of the investment policy statement, analyzing the impact of spending policies, asset allocation, segment design, manager selection, rebalancing, and ongoing manager evaluation; provides pension risk management advice
• Member of the firm's retirement plans committees
• Previous experience: Vice president/treasurer at Mpower Communications Corp. and assistant treasurer at RGS Energy Group; more than 15 years of experience as a plan sponsor responsible for management of defined benefit and defined contribution plans
• M.B.A. from Northeastern University, B.B.A. from Niagara University
• 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

+

Nicholai D. Hill, CFA, CAIA

Principal/Associate Consultant

+

Nicholai D. Hill, CFA, CAIA

Principal/Associate Consultant

• Joined Prime Buchholz in 2019
• More than 14 years of industry experience
• Involved in all quantitative and qualitative aspects of OCIO client relationships, providing asset allocation modeling and other analytical support
• Member of the firm's investment committee and asset class assumptions sub-committee
• Previous experience: Research associate – manager research at Fidelity Investments; analyst – mergers and acquisitions at McKinsey & Company; senior investment analyst – capital markets strategy group at Fidelity Investments
• Master of finance from MIT and B.S. in business administration-finance from Bryant University
• Member of the Chartered Alternative Investment Analyst Association and the CFA Society/Maine

+

Pamela H. Hochstadt

Principal/Sr. Director Research

+

Pamela H. Hochstadt

Principal/Sr. Director Research

• Joined Prime Buchholz in 2011
• More than 21 years of industry experience
• Conducts asset class research and monitoring across the flexible capital space; focuses on sourcing new hedge fund investments; expertise in long/short equity and event driven hedge fund strategies
• Co-Chair of the firm's flexible capital asset class committee; member of the Diversity, Equity, and Inclusion Council, DEI community engagement working group, and senior management group
• Previous experience: Partner and vice president at Nexar Capital, where she led research on long/short equity investments in traditional hedge fund and UCITS III strategies; vice president at Société Générale Asset Management; research analyst at EIM Securities (USA)
• B.B.A. with a concentration in finance from George Washington University
• Member of the Investment Committee of Combined Jewish Philanthropies

+

Jonathan A. Hornbeck, CIPM

Sr. Data Engineering Associate

+

Jonathan A. Hornbeck, CIPM

Sr. Data Engineering Associate

• Joined Prime Buchholz in 2010
• More than 16 years of industry experience
• Leads development and implementation of data automations; develops process enhancements to increase efficiencies and support all aspects of firm business
• Previous experience: Former business analyst, discretionary analyst, investment analyst, and senior performance analyst at Prime Buchholz
• B.M. from Gordon College and a MicroMasters in data science from UC San Diego
• Earned the Certificate of Investment Performance Measurement (CIPM) designation

+

Craig Huff, CFA

Custody Associate

+

Craig Huff, CFA

Custody Associate

• Joined Prime Buchholz in 2023
• More than five years of industry experience
• Involved in many quantitative and qualitative aspects of the client relationship
• Member of the private wealth practice group, performance group, and defined contribution practice group
• Previous experience: Discretionary advisory portfolio manager for high-net-worth clients at Taylor Financial; consultant for corporate clients on defined benefit and defined contribution plans
• B.A. in accounting/finance from Cleary University; M.B.A. from Eastern Michigan University
• Member of the CFA Institute/CFA Society Boston

+

Timothy M. Jarry, CFA, CPA

Principal/Sr. Consultant

+

Timothy M. Jarry, CFA, CPA

Principal/Sr. Consultant

• Joined Prime Buchholz in 2021
• More than 20 years of industry experience
• Advises clients in all aspects of their investment program, from the development of the investment policy statement (IPS) through structural implementation and ongoing manager evaluation
• Member of the firm’s flexible capital and private equity asset class committees
• Previous experience: Chief investment officer and assistant treasurer at College of the Holy Cross; prior to this role, he served as associate chief investment officer and investment officer for the college
• M.B.A. and M.S. in accounting from Northeastern University, B.A. in sociology from College of the Holy Cross
• Member of the CFA Institute/CFA Society of Boston; member of the Investment Committee of the Diocese of Worcester

+

Gregory C. Johnson, CFA

Managing Principal/Sr. Consultant

+

Gregory C. Johnson, CFA

Managing Principal/Sr. Consultant

• Joined Prime Buchholz in 1993
• More than 34 years of industry experience
• Serves as the firm’s vice president and a senior consultant
• Member of the firm’s executive committee; serves on the risk and global equities asset class committees
• Previous 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 the board of directors of the Children’s Museum of New Hampshire and the Seacoast Science Center, where he also serves on the executive committee; member of the CFA Institute/CFA Society Boston

+

John S. Kane, CFA

Principal/Sr. Consultant

+

John S. Kane, CFA

Principal/Sr. Consultant

• Joined Prime Buchholz in 2007
• More than 26 years of industry experience
• Advises a variety of clients in all aspects of their investment programs with expertise in asset allocation, portfolio development, and equity strategy due diligence and selection
• Member of the firm's defined benefit and global equities asset class committees
• Previous experience: Associate portfolio manager at State Street Global Advisors
• M.B.A. from Boston College, B.A. in economics from Amherst College
• Member of the CFA Institute/CFA Society Boston

+

Robert M. Kizik, CFA, CAIA

Principal/Sr. Director Research

+

Robert M. Kizik, CFA, CAIA

Principal/Sr. Director Research

• Joined Prime Buchholz in 2008
• More than 30 years of industry experience
• Conducts asset class research and monitoring across the public fixed income and private credit asset classes, prepares weekly macro assessment; develops and coordinates the writing of topics for monthly and quarterly market updates
• Chair of the firm's fixed income asset class committee, member of the flex cap and retirement plans committees
• Previous experience: Equity analyst at Wagner Investment Management/CoBiz Financial in Denver and equity analyst at Fleet Investment Advisors/Coumbia Management in Boston
• M.S. in finance from the University of Colorado, B.S. in finance from Syracuse University
• Member of the Chartered Alternative Investment Analyst Association; member of the CFA Institute and CFA Society Boston

+

Marcia S. Kovalik, J.D.

Managing Principal/General Counsel and Chief Compliance Officer

+

Marcia S. Kovalik, J.D.

Managing Principal/General Counsel and Chief Compliance Officer

• Joined Prime Buchholz in 2008
• More than 30 years of legal experience, 23 of which are in the investment industry
• Responsible for oversight and administration of the firm’s legal, compliance, enterprise-wide risk management, and operational due diligence functions
• Member of the firm's executive and risk committees, as well as the discretionary management oversight committee
• Previous experience: General counsel and chief compliance officer for investment advisor Citizens Advisers Inc.; chief compliance officer of Citizens Funds, a family of socially responsible mutual funds; previously was in private practice, focusing on civil litigation and corporate law; law clerk to the Justices of the New Hampshire Superior Court
• J.D. from University of New Hampshire Franklin Pierce School of Law and B.A. in American Studies from Middlebury College. Certificate in Sustainable Capitalism & ESG from Berkeley Law Executive Education
• Member of the New Hampshire Bar Association and the National Society of Compliance Professionals

+

Nicolle M. Lagasse

Principal/Associate Director Investment Operations

+

Nicolle M. Lagasse

Principal/Associate Director Investment Operations

• Joined Prime Buchholz in 2009
• More than 15 years of industry experience
• Responsible for the management of Investment Operations Analysts who handle all capital activity for traditional and OCIO clients; maintains a high level of client satisfaction by ensuring asset transitions are completed efficiently and accurately
• Member of the senior management group
• Previous experience: Funding manager at Direct Capital Corp; Remarketing Specialist BTM Capital Corporation
• B.S. in business economics with a minor in finance from The State University of New York College at Oneonta; certificate in professional meeting and event planning from Northeastern University

+

Kevin Lavigne

Principal/Sr. Investment Operations Analyst

+

Kevin Lavigne

Principal/Sr. Investment Operations Analyst

• Joined Prime Buchholz in 2011
• More than 15 years of industry experience
• Previous experience: Former senior performance analyst at Prime Buchholz
• B.A. in economics from Wheaton College

+

Adam W. Leech

Principal/Director, Sustainability and Marketing Ops

+

Adam W. Leech

Principal/Director, Sustainability and Marketing Ops

• Joined Prime Buchholz in 2010
• More than 14 years of industry experience
• Manages the firm’s sustainability program and communication program, supports client mission-aligned investment initiatives
• Member of the mission-aligned investment committee and the senior management group; co-chair of the environmental sustainability committee
• Previous experience: Journalist at Seacoast Media Group
• B.A. in English and Journalism from the University of Connecticut; certificate in ESG investing from the CFA Institute

+

Adam J. Lerner, CFA

Principal/Sr. Director Research

+

Adam J. Lerner, CFA

Principal/Sr. Director Research

• Joined Prime Buchholz in 2007
• More than 28 years of experience in the industry with focus on U.S. equity
• Conducts manager due diligence across the public equity space, with primary coverage of domestic and global equity managers
• Chair of the firm's equity asset class committee; leads the performance working group; member of the senior management group, mission aligned investment committee, and Diversity, Equity, and Inclusion Council
• Previous experience: Lead analyst on domestic equity at the Massachusetts Institute of Technology Investment Management Company; senior research analyst (equity) at Kobren Insight Management
• B.A. in economics and mathematics from Northwestern University
• Member of the CFA Institute/CFA Society Boston

+

Suzanne L. Libby

Principal/Sr. Information Group Manager

+

Suzanne L. Libby

Principal/Sr. Information Group Manager

• Joined Prime Buchholz in 2005
• More than 19 years of industry experience
• Oversees the Information Group, which is responsible for centralizing data used by all teams at the firm to directly inform clients and their decision-making processes
• Previous experience: Data analyst and performance analyst at Prime Buchholz
• M.B.A. from Southern New Hampshire University and B.S. in health sciences from Husson University

+

Olivia T. Loos

Principal/Sr. Application Development Associate

+

Olivia T. Loos

Principal/Sr. Application Development Associate

• Joined Prime Buchholz in 2016
• More than nine years of industry experience
• Responsible for the development and governance of enterprise applications and the PrimePlus platform
• Previous experience: Former client service coordinator, performance analyst, and business analyst at Prime Buchholz
• B.A. in economics and international affairs from the University of New Hampshire

+

Thomas P. Lupone

Principal/Sr. Consultant

+

Thomas P. Lupone

Principal/Sr. Consultant

• Joined Prime Buchholz in 2006
• More than 29 years of industry experience in various roles across capital markets, research, finance, and banking
• Provides investment advice to institutional and individual investors with an emphasis on endowments and foundations; provides asset allocation, portfolio structuring, and manager selection advice, as well as other services including performance monitoring, spending rate analysis, and transition recommendations
• Member of the firm's real assets and private equity asset class committees
• Previous experience: Various roles at Credit Suisse, Cambridge Associates, and the General Electric Company
• Master of Finance from Boston College, B.B.A. from the University of Notre Dame

+

Jesse M. Lynch, CFA

Principal/Sr. Director Research

+

Jesse M. Lynch, CFA

Principal/Sr. Director Research

• Joined Prime Buchholz in 2012
• More than 23 years of industry experience
• Chair of the firm's real assets committee; leads the real assets research team; conducts asset class and manager research, as well as monitoring of real assets and private capital strategies Chair of the firm’s real assets asset class committee, member of the private equity asset class committee and senior management group
• Previous experience: Portfolio manager in the commercial real estate division of TD Bank (responsible for managing an office, industrial, retail, and multi-family loan portfolio); senior portfolio analyst at MMA Realty Capital in Boston (focused on advising a large insurance company in the commercial lending space)
• B.A. in political science from Bates College and a certificate in commercial real estate from Boston University
• Member of the CFA Institute/CFA Society Boston

+

Ian D. MacPherson, CFA, CAIA

Principal/Sr. Consultant

+

Ian D. MacPherson, CFA, CAIA

Principal/Sr. Consultant

• Joined Prime Buchholz in 2011
• More than 19 years of industry experience
• Advises a variety of endowment and foundation clients; develops and implements investment strategy, asset allocation and rebalancing, investment research, manager assessment, portfolio monitoring, and performance reporting
• Member of the firm’s executive and real assets asset class committee; chairs the OCIO practice and co-chairs the educational client group practice
• Previous experience: Investment manager for Wells Fargo Family Wealth (directly managed investment portfolios for several high net worth family relationships)
• B.A. in administrative science from Colby College, where he was a George Baker Scholar
• Member of the CFA Institute/CFA Society Boston and the Chartered Alternative Investment Analyst Association

+

Don Mam, CFA

Research Associate

+

Don Mam, CFA

Research Associate

• Joined Prime Buchholz in 2023
• More than five years of industry experience
• Responsible for fixed income research, due diligence and monitoring
• Member of the fixed income asset class committee
• Previous experience: Research Analyst at BNY Mellon Growth Dynamics, Investment Operations Associate at State Street Bank
• BBA in finance from the University of Massachusetts Amherst Isenberg School of Management
• Member of CFA Institute/CFA Society Boston

+

Brian J. Matthews, CFA, CAIA

Principal/Sr. Consultant

+

Brian J. Matthews, CFA, CAIA

Principal/Sr. Consultant

• Joined Prime Buchholz in 2006
• More than 27 years of industry experience
• Advises clients in all apsects of their investment program, including development of the investment policy statement, asset allocation, structural implementation, manager selection, rebalancing, and ongoing manager evaluation
• Chair of the firm's investment committee; member of the equity and fixed income asset class committees, the firm's risk committee, and senior management group
• Previous experience: Fixed income product management at Wellington Management Company; product analyst at State Street Research & Management Company
• Master's degree in international economics from Suffolk University, B.A. in economics from Hamilton College
• Member of the CFA Institute/CFA Society Boston and the Chartered Alternative Investment Analyst Association

+

William F. McCarron

President and Managing Principal/Sr. Consultant

+

William F. McCarron

President and Managing Principal/Sr. Consultant

• Joined Prime Buchholz in 1990 and has served as the firm’s president since 1999
• More than 40 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 Boston Latin School Foundation and chairperson of its investment committee; member and treasurer for the Board of Governors for the Boston Athletic Association

+

Nathan R. McCue

Principal/Associate Director, Lead Application Developer

+

Nathan R. McCue

Principal/Associate Director, Lead Application Developer

• Joined Prime Buchholz in 2016
• More than eight years of industry experience
• Responsible for the development of enterprise applications and analytics, data aggregation processes, and the PrimePlus platform
• Member of the firm's senior management group
• Previous experience: Data analyst and business analyst at Prime Buchholz
• B.A. in statistics and economics from Williams College

+

Alexander K. McKinnon, CFA, JD

Principal/Associate Consultant

+

Alexander K. McKinnon, CFA, JD

Principal/Associate Consultant

• Joined Prime Buchholz in 2018
• More than 26 years of industry experience
• Advises clients on all aspects of their investment program, including development of the investment policy statement, analyzing the impact of spending policies, asset allocation, segment design, manager selection, rebalancing, and ongoing manager evaluation
• Member of the firm's real assets asset class committee
• Previous experience: Director, intermediary sales and distribution at WHV Investment Management, Inc.; Divisional Assistant Vice President in the Investment Consulting Services and Wealth Management (private wealth) divisions at UBS Financial Services, Inc.
• JD from Georgetown University Law Center and B.A. with honors in rhetoric from the University of California, Berkeley
• Member of the CFA Institute/CFA Society Boston; lifetime member, Cal Alumni Association; ; past executive editor, Georgetown Journal of Legal Ethics

+

Jordan R. Meyers

Investment Associate

+

Jordan R. Meyers

Investment Associate

• joined Prime Buchholz in 2022
• More than seven years of industry experience Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support to various types of clients; involved in the CDFI/impact investment group
• Member of the firm's mission-aligned investment committee, DEI Council, CDFI research group, and environmental sustainability committee
• Previous experience: Investment associate at BPEA Private Equity; private credit investment associate at Cambridge Associates
• B.S. in business administration with a concentration in finance from Northeastern University’s D’Amore-McKim School of Business
• Member CFA Society Boston; member of the finance committee for Wildflower, an organization that provides bereavement support and summer camp funding for children who have lost a parent

+

Richard M. Morrison, CFA

Principal/Sr. Consultant/Director of Investment Strategy

+

Richard M. Morrison, CFA

Principal/Sr. Consultant/Director of Investment Strategy

• Joined Prime Buchholz in 2004
• More than 30 years of industry experience
• Oversees the research team and helps guide the firm's investment strategy and decisions
• Member of the firm's investment committee, all five asset class committees, the discretionary management oversight committee, and the senior management group
• Previous experience: Market risk analyst at Harvard Management Company; financial analyst at Fidelity Investments
• Master's degree in finance from Boston College, B.S. in business administration with a concentration in finance from Northeastern University
• Member of the CFA Institute/CFA Society Boston

+

Liz K. Mullen

Principal/Sr. Director Business Development

+

Liz K. Mullen

Principal/Sr. Director Business Development

• Joined Prime Buchholz in 2019
• More than 24 years of industry experience
• Responsible for business development initiatives including engagement with current and prospective clients
• Member of the senior management group
• Previous experience: Business development director at Cambridge Associates; institutional sales director at Barclays Capital; institutional sales director at JPMorgan; analyst in finance division at Morgan Stanley
• M.B.A. with concentration in finance from The Johnson School of Management at Cornell University; B.S. with a concentration in civil engineering from Union College

+

Amara L. Noel, SHRM-SCP, PHR

Principal/Sr. HR Business Partner

+

Amara L. Noel, SHRM-SCP, PHR

Principal/Sr. HR Business Partner

• Joined Prime Buchholz in 2013
• More than 20 years of human resources experience in small to midsized companies
• Supports the firm by championing a diverse and inclusive workforce throughout the employment lifecycle and fosters a culture of continuous improvement through performance management
• Member of the firm's DEI employee engagement and retention working group and a member of the firm's senior management group
• Previous experience: Benefit specialist for Woodard & Curran; human resources administrator for MaineToday Media, Inc.
• B.S. in business administration from Colby-Sawyer College
• Member of SHRM and SHRA

+

Hannah S. Nordstrom

Associate Director of Client Services

+

Hannah S. Nordstrom

Associate Director of Client Services

• Joined Prime Buchholz in 2023
• More than 11 years of experience in the investment management industry
• Member of the firm’s senior management group
• Previous experience: Assistant vice president, client service for Acadian Asset Management; client service manager for Baring Asset Management
• MBA from Babson College. B.A. in English from Skidmore College

+

Kellie K. O’Connell

Principal/Sr. Executive Assistant

+

Kellie K. O’Connell

Principal/Sr. Executive Assistant

• Joined Prime Buchholz in 2006
• More than 21 years of experience in executive assisting and office management
• Provides front-line support to consultants and the firm’s executives and senior managers; contributes to the initiatives and achievements of the HR & Business Operations team
• Co-chair of DEI – Community Engagement Committee; member of the firm’s Green Team
• Previous experience: Corporate financial and accounting recruiting
• MBA from Sothern New Hampshire University; BS in business administration from Plymouth State University

+

Katie H. O’Malley, CFA

Investment Associate

+

Katie H. O’Malley, CFA

Investment Associate

• Joined Prime Buchholz in 2023
• More than 11 years of experience in finance
• Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
• Previous experience: Senior portfolio analyst for Loomis Sayles within the Global Bond team; client and research associate for Bainco International Investors
• B.A. in economics from Boston College
• Member of: CFA Institute, CFA Society Boston

+

Carol L. O’Neale, CFA

Principal/Consultant

+

Carol L. O’Neale, CFA

Principal/Consultant

• Joined Prime Buchholz in 2021
• More than 20 years of industry experience
• Areas of expertise include developing diversified, multi-asset portfolios and advising clients on all aspects of their investment programs
• Member of the firm's Diversity, Equity, and Inclusion Council, as well as the mission-aligned investment and equity asset class committees
• Previous experience: Analyst at Chesapeake Asset Management; controller for the Episcopal Diocese of New York
• M.B.A. in financial management and economics (summa cum laude) from Pace University, B.S. in chemical engineering from the University of the West Indies, Trinidad; CFA Institute Certificate in ESG Investing.
• Member of the National Association of Securities Professionals; serves on the board of The Corporation for the Relief of Widows and Children of Clergymen of the Protestant Episcopal Church in the State of New York; member of the CFA Society New York; formerly served on the board of the Community Service Society

+

Ryan T. O’Quinn, CFA

Principal/Sr. Consultant

+

Ryan T. O’Quinn, CFA

Principal/Sr. Consultant

• Joined Prime Buchholz in 2001
• More than 28 years of industry experience
• Advises clients in all aspects of their investment program—from the development of the investment policy statement (IPS) through structural implementation and ongoing manager evaluation
• Member of the firm's global equity asset class committee and Diversity, Equity, and Inclusion Council. Co-Head of Private Client Practice Group
• Previous experience: Pension regulatory consultant at John Hancock; investment education specialist at The Vanguard Group
• B.S. in business administration from the University of New Hampshire
• Member of the CFA Institute/CFA Society Boston

+

Jessica F. Patten, CFA

Principal/Co-Head of Research

+

Jessica F. Patten, CFA

Principal/Co-Head of Research

• Joined Prime Buchholz in 1994
• More than 30 years of industry experience
• Co-heads the research team with an emphasis on research operations. Special expertise in hedge funds (long/short equity, multi-strategy, fund of funds)
• Member of the firm's executive committee, investment committee, risk committee, mission-aligned investment committee, flexible capital asset class committee, retirement plans committee; member of the firm's Diversity, Equity, and Inclusion Council and member of the firm's environmental sustainability committee
• B.S. in business administration with a concentration in finance from the University of New Hampshire
• Member of the CFA Institute/CFA Society Boston

+

Russell Peirce

Sr. Marketing Associate

+

Russell Peirce

Sr. Marketing Associate

• Joined Prime Buchholz in 2006
• More than 26 years of experience in proposal writing, bid management, requirement analysis, competition research, proposal design and business development
• Writes proposals and prepares presentations in support of business development
• Previous experience: Proposal manager/business development specialist for a systems engineering and information technology firm
• B.S. in public administration from the University of Massachusetts-Lowell; A.S. in business management from Daniel Webster College

+

Brian M. Pimentel, CAIA

Principal/Consultant

+

Brian M. Pimentel, CAIA

Principal/Consultant

• Joined Prime Buchholz in 2011
• More than 17 years of industry experience
• Advises various clients with expertise in the areas of asset allocation, investment policy, and portfolio development
• Member of the firm’s global equity asset class and defined benefit committees
• Previous experience: Assistant vice president of global services at State Street Bank and Trust
• M.B.A. with a concentration in finance from Boston University, B.S. in economics from the University of New Hampshire
• Member of the Chartered Alternative Investment Analyst (CAIA) Association

+

Catherine A. Powers, CFA

Principal/Sr. Consultant

+

Catherine A. Powers, CFA

Principal/Sr. Consultant

• Joined Prime Buchholz in 2017
• More than 35 years of investment industry experience
• Advises clients with expertise in the areas of asset allocation, portfolio implementation and ESG/DEI investing
• Member of the firm's investment committee, real assets and fixed income asset class committees, the mission-aligned investment committee and Diversity, Equity, and Inclusion Council
• Previous experience: Managing director/portfolio manager and head of active global rates and sector strategy at State Street Global Advisors, managing director/portfolio manager and head of insurance client strategies at BNY Standish
• B.A. in English from the College of the Holy Cross
• Member of the CFA Institute/CFA Society Boston

+

Jon L. Prime

Founder/Sr. Consultant

+

Jon L. Prime

Founder/Sr. Consultant

• Co-founded Prime Buchholz in 1988
• More than 57 years of combined experience in investment consulting, client fund management, and institutional finance
• Previous experience: Vice chairman and founder of Wellesley Group, Inc.; director of Janney Montgomery Scott, Inc.; 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
• Ed.M. in educational administration from the University of Rochester and B.S. In business administration from Bradley University

+

Tyler E. Racca

Research Associate

+

Tyler E. Racca

Research Associate

• Joined Prime Buchholz in 2016
• More than eight years of industry experience
• Focuses on research, monitoring, and reporting of private equity and real assets strategies
• Member of the firm’s real assets and private equity asset class committees
• Previous experience: Data analyst and research support analyst at Prime Buchholz
• B.S. in business administration with focuses in finance and management from the University of New Hampshire

+

Madison K. Randolph

Research Analyst

+

Madison K. Randolph

Research Analyst

• Joined Prime Buchholz in 2022
• More than 2 years of industry experience
• Focuses on research, monitoring, and reporting of private equity and real assets strategies
• Member of the firm's private equity and real assets asset class committees; member of the Green Team
• Previous experience: Office administrator at Prime Buchholz
• B.S. in economics from Boston University

+

Marshall Raucci, Jr.

Managing Principal Emeritus

+

Marshall Raucci, Jr.

Managing Principal Emeritus

• Joined Prime Buchholz in 1996
• More than 46 years of investment industry experience
• Previous experience: Executive vice president and managing director at Fleet Investment Services (a multi-discipline investment services company with $45 billion in assets); member of the board of directors for CharterCare Health Systems and chairman of its investment committee; senior administrative positions in higher education (member of Providence College board of trustees’ investment committee and trustee of Roger Williams University)
• M.S. from SUNY College at Buffalo and B.A. from Marist College

+

Christopher Regan

Principal/Chief Operating Officer

+

Christopher Regan

Principal/Chief Operating Officer

• Joined Prime Buchholz in 2018
• More than 31 years of industry experience
• Responsible for the firm’s overall operations, including delivery of value to clients, developing the skills and talents of employees, and driving growth across the business
• Member of the executive committee and risk committee
• Previous experience: Managing director and head of global business development—endowment and foundation practice—at Cambridge Associates; multiple senior vice president roles across strategic marketing, product development, and new business development at Fidelity Investments
• S.M. from the MIT Sloan School of Management, B.S. from Bentley University

+

Nathan A. Reid, CFA, CAIA

Principal/Associate Consultant

+

Nathan A. Reid, CFA, CAIA

Principal/Associate Consultant

• Joined Prime Buchholz in 2015
• More than 17 years of industry experience
• Advises a variety of endowment and foundation clients; develops and implements investment strategy, asset allocation and rebalancing, investment research, manager assessment, portfolio monitoring, and performance reporting
• Member of the fixed income asset class committee
• Previous experience: Senior associate at Wells Fargo Advisors and at Morgan Stanley Smith Barney; prior experience at Putnam Investments
• B.A in history from Bates College
• Member of the Chartered Alternative Investment Analyst Association; member of the CFA Institute/CFA Society Boston

+

Daniel M. Ricci, CFA

Principal/Head of Information Systems

+

Daniel M. Ricci, CFA

Principal/Head of Information Systems

• Joined Prime Buchholz in 2010
• More than 16 years of experience
• Responsible for overseeing the development of enterprise applications and analytics, data aggregation processes, and the PrimePlus platform
• Member of the senior management group and the firm's Diversity, Equity, and Inclusion Council
• Previous experience: Former senior systems analyst, business analyst, and performance analyst at Prime Buchholz; associate financial analyst for Liberty Mutual Insurance Company
• M.S. in information systems with a concentration in data science from Northwestern University, B.S. in finance from the University of New Hampshire
• Member of the CFA Institute/CFA Society Boston

+

Clara Richards

Business Development Analyst

+

Clara Richards

Business Development Analyst

• Joined Prime Buchholz in 2023
• More than two years of industry experience
• Responsible for business development pipeline management and handling the business development process for current and prospective clients
• Member of the MAI Committee and member of the healthcare and insurance practice area support group
• Previous experience: Business development associate at Scrapp LLC; market research analyst at Merrimack Group; credit assistant at Primary Bank
• B.A. in economics from the University of New Hampshire’s Paul College of Business and Economics

+

Stephen E. Roche

Principal/Director Client Services

+

Stephen E. Roche

Principal/Director Client Services

• Joined Prime Buchholz in 2007
• More than 18 years of industry experience
• Responsible for all investment operation activity and monitoring of discretionary client portfolios
• Member of the senior management group and custody committee
• Previous experience: Portfolio accounting analyst at Putnam Investments, responsible for maintaining and reconciling the general ledger for various retail funds
• B.S. in economics from Plymouth State University

+

Rachel Rymaszewski

Research Analyst

+

Rachel Rymaszewski

Research Analyst

• Joined Prime Buchholz in 2019
• More than five years of industry experience
• Supports mission-aligned investing-related projects throughout the firm
• Member of the firm's mission-aligned investment committee and DEI investment solutions working group; Co-Chair of the environmental sustainability committee
• Previous experience: Intern at Prime Buchholz
• B.S. in environmental conservation and sustainability with minors in business administration and geospatial analysis from the University of New Hampshire; certificate in ESG investing from the CFA Institute

+

Lisa Sebesta, CFA

Investment Consultant

+

Lisa Sebesta, CFA

Investment Consultant

• Joined Prime Buchholz in 2024
• More than 25 years of industry experience
• Advises clients in all aspects of their investment program, from the development of the investment policy statement (IPS) through structural implementation and ongoing manager evaluation
• Member of the fixed income asset class committee and mission-aligned investment committee
• Previous experience: Founder of Sitari Capital, managing partner at Fresh Source Capital, lead portfolio manager at Boston Advisors, portfolio manager at Batterymarch Financial
• B.S. in economics from Holy Cross; M.A. from The Fletcher School at Tufts University
• Member of the CFA Institute/CFA Society Boston

+

Christopher R. Shaw, CAIA

Principal/Consultant

+

Christopher R. Shaw, CAIA

Principal/Consultant

• Joined Prime Buchholz in 2007
• More than 17 years of industry experience
• Advises clients in all aspects of their investment program, from the development of the investment policy statement (IPS) through structural implementation and ongoing manager evaluation
• Member of the firm's flexible capital and mission-aligned investment committees
• Previous experience: Consulting analyst at Prime Buchholz
• B.S. in marketing from Messiah College
• Member of the Chartered Alternative Investment Analyst Association

+

John M. Shea, CFA

Research Associate

+

John M. Shea, CFA

Research Associate

• Joined Prime Buchholz in 2011
• More than 26 years of industry-related experience
• Provides investment analysis and research related to 401(k) and 403(b) plans and performs general global equity and fixed income manager due diligence
• Chair of the firm's defined contribution committee and member of the firm's safety committee
• Previous experience: Former investment analyst at Prime Buchholz; senior performance analyst with Manulife Asset Management; client service manager with State Street California Inc., where he managed the accounting group that serviced one of the largest pension funds in the United States
• M.S. in investment management from Boston University and B.A. from the University of Vermont
• Member of the CFA Institute/CFA Society Boston

+

Courtney E. Silva

Principal/Accounting Administrator

+

Courtney E. Silva

Principal/Accounting Administrator

• Joined Prime Buchholz in 2005
• More than 19 years of industry experience
• Performs operational accounting functions including accounts payable, expense processing, and accounts receivable
• Member of the firm’s senior management group and B Corp certification team
• Previous experience: Client service coordinator and print production supervisor at Prime Buchholz; lodging manager at Big Sky Resort
• B.S. in forestry from UNH

+

Brittany Siter

Sr. Legal and Compliance Analyst

+

Brittany Siter

Sr. Legal and Compliance Analyst

• Joined Prime Buchholz in 2022
• More than two years of industry experience
• Assists with contract review and in the management of contract workflow; organizes and maintains the firm's corporate and legal records; manages the day-to-day compliance review process/system; reviews routine client and marketing materials; and performs compliance testing
• Member of the firm's safety committee and environmental sustainability committee
• Previous experience: Corporate paralegal at Burns & Levinson LLP
• B.A. in political science and French from the University of Rhode Island; certificate in paralegal studies from Roger Williams University

+

Zachary E. Smith, CFA, CIPM

Sr. Investment Associate

+

Zachary E. Smith, CFA, CIPM

Sr. Investment Associate

• Joined Prime Buchholz in 2012
• More than 21 years of industry-related experience
• Involved in all quantitative and qualitative aspects of the client relationship. He works closely with the consultants in providing asset allocation modeling, analytical support, and advice to various endowment and foundation clients
• Previous experience: Former performance analyst at Prime Buchholz; institutional marketing analyst at MDT Advisers, a subsidiary of Federated Hermes.
• B.A. in economics from Washington and Lee University
• Member of the CFA Institute/CFA Society Maine

+

Dylan Smith, CFA

Investment Associate

+

Dylan Smith, CFA

Investment Associate

• Joined Prime Buchholz in 2021
• More than six years of industry experience
• Provides advice, analysis, asset allocation modeling, and portfolio development support to various types of clients
• Previous Experience: Performance analyst at Prime Buchholz; senior consultant at Ernst & Young
• B.S. in finance and economics from Providence College
• Member of the CFA Institute/CFA Society Boston

+

Michelle T. Tarr

Principal/Sr. Investment Associate

+

Michelle T. Tarr

Principal/Sr. Investment Associate

• Joined Prime Buchholz in 2000
• More than 27 years of industry experience
• Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical and portfolio development support to various types of clients
• Member of the firm's DEI community engagement working group
• Previous experience: Client service representative at John Hancock Financial Services
• M.B.A. from Southern New Hampshire University and B.A. in business management from New England College

+

Allie Thaggard, CAIA

Investment Associate

+

Allie Thaggard, CAIA

Investment Associate

• Joined Prime Buchholz in 2022
• More than seven years of industry experience
• Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical and portfolio development support to various types of clients.
• Member of the Retirement Committee, the Pension working group, the Performance working group, and the Real Asset Committee
• Previous experience: OCIO investment strategy analyst at Mercer specializing in LDI; investment performance analyst at State Street specializing in alternative investments
• B.A. in actuarial science from the University of Connecticut
• Member of the Chartered Alternative Investment Analyst Association

+

Robert J. Thompson, CAIA

Principal/Sr. Director Research

+

Robert J. Thompson, CAIA

Principal/Sr. Director Research

• Joined Prime Buchholz in 2007
• More than 20 years of industry experience
• Conducts asset class research and monitoring across the flexible capital and private credit asset classes
• Member of the firm’s investment committee and Co-Chair of flexible capital asset class committee
• Previous experience: Investment analyst at The Ayco Company (subsidiary of Goldman Sachs), where he performed due diligence, monitoring, and performance analysis on traditional and alternative investment strategies for high-net-worth and institutional clients
• B.S. in business administration from Bryant University
• Member of the Chartered Alternative Investment Analyst Association

+

Sarah C. Todd

Principal/Associate Director Research

+

Sarah C. Todd

Principal/Associate Director Research

• Joined Prime Buchholz in 2004
• More than 23 years of industry experience
• Researches, monitors, and reports on global equity strategies
• Member of the firm's global equity asset class committee and retirement plans committee
• Previous experience: Former investment analyst at Prime Buchholz; senior trust account administrator at Investors Bank & Trust
• B.A. with a concentration in economics from St. Lawrence University

+

Nghia Tran

Research Analyst

+

Nghia Tran

Research Analyst

• Joined Prime Buchholz in 2023
• One year of industry experience
• Focuses on research, monitoring, and reporting primarily on non-U.S. strategies
• Member of the mission-aligned investment committee
• Previous experience: Equity research intern at Bradley, Foster & Sargent, Inc.
• B.B.A. in finance, B.A. in economics, and business data analytics certificate from the University of Massachusetts Amherst

+

Emily Tylki, CAIA

Sr. Performance Analyst

+

Emily Tylki, CAIA

Sr. Performance Analyst

• Joined Prime Buchholz in 2021
• More than three years of industry experience
• Tracking and reconciling performance data of our client's investments, ensuring accuracy and transparency in all reporting
• Member of the firm's private wealth and performance working groups
• Previous experience: Trade management at Brown Brothers Harriman
• B.A. in economics from Boston University
• Member of the Chartered Alternative Investment Analyst Association

+

Karen A. Vasquez, CFA, CAIA

Principal/Chief Information & Technology Officer

+

Karen A. Vasquez, CFA, CAIA

Principal/Chief Information & Technology Officer

• Joined Prime Buchholz in 1997
• More than 27 years of industry experience
• Responsible for all firm information systems and technology needs; leads team responsible for all internal requests related to information systems, data, and reporting; facilitates the selection and development of enterprise applications and implements processes to ensure high quality testing, training, and implementation of new or revised systems
• Member of the firm's executive and risk committees
• Previous experience: Former business analysis manager, research associate, and investment analyst at Prime Buchholz
• B.S. in business administration with a concentration in accounting from the University of New Hampshire
• Member of the CFA Institute/CFA Society Boston and the Chartered Alternative Investment Analyst Association

+

Kelsey Wallingford, SHRM-CP

Sr. HR Business Partner

+

Kelsey Wallingford, SHRM-CP

Sr. HR Business Partner

• Joined Prime Buchholz in 2022
• More than 11 years of experience in human resources across multiple industries
• Responsible for the entire recruiting and onboarding experience, building a strong employer brand as well as the planning and administration of our employee benefit programs
• Member of the firm's DEI employee engagement and retention working group as well as the fun committee
• Previous experience: HR manager at Hillrom, Northpoint Mortgage and AMP United; recruiter at Star2Star Communications
• Member of SHRM and SHRA

+

Benjamin J. Waterhouse

Sr. Performance Analyst

+

Benjamin J. Waterhouse

Sr. Performance Analyst

• Joined Prime Buchholz in 2021
• More than two years of industry experience
• Tracks and reconciles the performance data of clients' investments, ensuring accuracy and transparency
• Member of the firm's pension working group
• B.S. in finance and entrepreneurship with a minor in information systems from Syracuse University

+

Brantley Wilson

Investment Associate

+

Brantley Wilson

Investment Associate

• Joined Prime Buchholz in 2021
• More than 4 years of industry experience
• Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support to various types of clients
• Member of the firm's custody committee
• Previous experience: senior financial services representative at E-Trade Financial
• B.S in finance from Georgia Southern University

+

Tim Wong, CFA, CAIA, CIPM

Investment Associate

+

Tim Wong, CFA, CAIA, CIPM

Investment Associate

• Joined Prime Buchholz in 2021
• More than five years of industry experience
• Member of the firm's private foundation practice group and the Green Team
• Previous experience: Operations specialist at Brown Brothers Harriman
• B.S. in finance from the University of Vermont
• Member of the CFA Institute/CFA Society Boston and the CAIA Association /CAIA Boston Chapter

+

Kai Xu

Investment Associate

+

Kai Xu

Investment Associate

• Joined Prime Buchholz in 2022
• More than seven years of industry experience
• Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
• Member of the firm's global equity asset class committee
• M.B.A and B.A. in economics from Assumption University

+

Carrie Xu, CFA

Investment Associate

+

Carrie Xu, CFA

Investment Associate

• Joined Prime Buchholz in 2022
• More than 10 years of industry experience
• Involved in all quantitative and qualitative aspects of OCIO client relationships, providing asset allocation modeling and other analytical support
• Previous experience: Relationship specialist at Wellington Management Company in the global strategic relationship group; analyst at Ilex Partners Ltd. based out of Beijing, China
• M.B.A. from Northeastern University and B.A. in mangagement information systems from Shanghai International Studies University

+

Lifan Yang, CFA

Principal/Director Client Services

+

Lifan Yang, CFA

Principal/Director Client Services

• Joined Prime Buchholz in 2013
• More than 20 years of industry experience
• Provides advice, analysis, asset allocation modeling, and portfolio development support to various types of clients
• Member of the firm's Diversity, Equity, and Inclusion Council
• Previous experience: Vice president at Financial Clarity, a multi-family office, where he led efforts in portfolio management, investment research, client advising, and operations
• M.B.A. from Boston College and B.A. in economics from Harvard University
• Member of the CFA Institute/CFA Society Boston

+

Gul Yanmaz-Karsligil, CFA

Principal/Director Research

+

Gul Yanmaz-Karsligil, CFA

Principal/Director Research

• Joined Prime Buchholz in 2022
• More than 29 years of industry experience
• Conducts private capital asset class and manager research and monitoring
• Member of the firm's investment committee, private equity asset class committee, and real assets asset class committee
• Previous experience: head of private funds at Nextseed Capital; senior managing director and co-head of private equity and opportunistic investments groups at Liberty Mutual Investments; private equity analyst at MDT Advisers and strategic investments analyst at Rogers Casey
• M.B.A. from Cornell University, B.A. from Bogazici University in Turkey
• Adjunct professor at Boston College, teaching graduate level private equity course; past member of the boards of The Midas Collaborative, the All Points North Foundation, and Bridge to Turkiye Fund; member of the CFA Institute/CFA Society Boston