Prime Buchholz Expands Employee Ownership Group

PORTSMOUTH, NH, March 24, 2017 – Prime Buchholz, one of the nation’s leading independent investment consulting firms, is pleased to announce the addition of 14 longtime employees as shareholders of the firm.

This expansion of internal ownership is in keeping with Prime Buchholz’s core commitments to independence and an ownership model with no outside owners, debt, or influences. The new shareholders are actively involved in serving the firm’s institutional and private clients.  They represent all facets of the firm.

The new shareholders are:

Matthew Berardino, CAIA, CIPM, Director of Client Services
Valentina Dingle, Director of Business Development
Alice DonnaSelva, CFA, Principal/Consultant
Kristin Girald, Head of Global Equity
Sean Higman, Principal/Consultant
John Kane, CFA, Principal/Consultant
Marcia Kovalik, J.D., General Counsel/CCO
Karen Labenski, CFA, CAIA, Director of Information Systems
Brian Matthews, CFA, CAIA, Director of Research Operations
Richard Morrison, CFA, Director of Investment Strategy
Ryan O’Quinn, CFA, Principal/Consultant
Jessica Patten, CFA, Head of Flexible Capital
Michael Soares, Principal/Consultant
Christopher Sweeney, CPA, Chief Operating Officer

“Each of these professionals has made significant contributions to the success of our clients and has deep experience in their respective fields,” said William McCarron, President and Managing Principal. “We believe expanding equity ownership to this diverse group further strengthens our firm, and we are pleased to welcome this dedicated and accomplished group of shareholders.”

The new shareholders join an ownership group led by McCarron and Managing Principals Gregory DeSisto, CFA; Gregory Johnson, CFA; Marshall Raucci, Jr.; and Jeffrey Croteau, CFA. 

Prime Buchholz has no outside business affiliations.  McCarron described this independence as increasingly rare in the investment consulting industry.

“As we approach the anniversary of our third decade of service, we often reflect on how the industry, our firm, and the investment environment have changed over the years.  But we are also heartened by the things that haven’t changed,” said McCarron.  “This includes our unwavering commitment to objective, knowledgeable investment advice—to ensure the next generation can continue to strengthen the stewardship of our clients’ assets for decades to come.”

About Prime Buchholz

Prime, Buchholz & Associates, Inc. was established in 1988 and provides comprehensive investment solutions for educational endowments, private and public foundations, cultural and faith-based organizations, health care and insurance organizations, pension plans, and high net worth families.  Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz was one of the country’s first investment advisors to develop in-depth expertise in alternative investments. 

Valentina Dingle
Direct: 603.501.5765
Main: 603.433.1143

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