Meet Our Team of Client Service Professionals

Our service model ensures each client account receives a high level of service and is designed to maintain a true partnership. Clients are assigned a dedicated five-person client service team that functions as an extension of their staff. Our clients can expect a high level of responsive service from our experienced and knowledgeable team of analysts.


Matthew Berardino, CAIA, CIPM Principal/Director of Client Services
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  • Joined Prime Buchholz in 1999
  • More than 19 years of experience in the industry
  • Member of the Senior Management Group and Risk Management Committee
  • Prior to his current role, he was an Investment Analyst for the Firm, with expertise in asset allocation
  • Prior experience: Auditor for Investors Bank & Trust
  • M.B.A. from Southern New Hampshire University and B.A. in Business Administration, with a concentration in Management, from Salem State College
  • Awarded the Claritas® Investment Certificate by CFA Institute
  • Earned the Certificate of Investment Performance Measurement (CIPM) designation in 2015
  • Member of the CFA Institute/Boston Security Analysts Society and Chartered Alternative Investment Analyst Association
Karen A. Labenski, CFA, CAIA Principal/Chief Information and Technology Officer
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  • Joined Prime Buchholz in 1997
  • More than 20 years of industry experience
  • Member of the Senior Management Group
  • Specialized expertise in the selection and development of enterprise applications, implements processes to ensure high quality testing, training, and implementation of new or revised systems, and leads ongoing improvements relating to reporting
  • Prior to her current role, she served various roles at Prime Buchholz, including Business Analysis Manager, Research Associate, and Investment Analyst
  • B.S. from the University of New Hampshire in Business Administration with a concentration in Accounting
  • Member of CFA Institute/Boston Security Analysts Society and the Chartered Alternative Investment Analyst Association
Timothy A. Card, CIPM Senior Investment Analyst
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  • Joined Prime Buchholz in 2007
  • More than 13 years of industry experience
  • Prior to his current position, he was a Performance Analyst for Prime Buchholz
  • Prior experience: Fund Accountant at State Street Corporation
  • Earned the Certificate of Investment Performance Measurement (CIPM) designation in 2018
  • B.S. in Business Administration from the University of New Hampshire.
Patrick J. Curry Senior Investment Analyst
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  • Joined Prime Buchholz in 2005
  • 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 Mission-Aligned Committee
  • Previously served as Performance Analyst for 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
Zachary E. Smith, CFA, CIPM Senior Investment Analyst
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  • Joined Prime Buchholz in 2012
  • More than 14 years of investment industry experience
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
  • Prior Experience: Previously served as a Performance Analyst for Prime Buchholz, calculating and reconciling investment performance; and an Institutional Marketing Analyst at MDT Advisers, a subsidiary of Federated Investors, Inc.
  • B.A. in Economics from Washington and Lee University
  • Member of CFA Society Maine
Katrina H. Bolte, CFA, CAIA Senior Investment Analyst
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  • Joined Prime Buchholz in 2015
  • More than 9 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 Mission-Aligned Committee
  • Prior experience: Client Reporting Analyst at Putnam Investments; Research Analyst and Associate Director at Clearbrook Investment Consulting
  • Bachelor in Commerce (Finance) from McGill University
  • Member of CFA Institute/Boston Security Analysts Society and the Chartered Alternative Investment Analyst Association
Stacey H. Baun, CFA Senior Investment Analyst
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  • Joined Prime Buchholz in 2000
  • More than 19 years of industry experience
  • Prior to her current position, she was a Performance Analyst for Prime Buchholz
  • Prior experience: Senior Portfolio Accounting Analyst at Putnam Investments
  • B.S. in Business Administration with a concentration in Accounting and Finance from the University of New Hampshire
  • Member of CFA Institute/Boston Security Analysts Society
Christopher R. Shaw, CAIA Senior Investment Analyst
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  • Joined Prime Buchholz in 2007
  • More than 10 years of industry experience
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
  • Previously, served as a Senior Performance Analyst for Prime Buchholz
  • B.S. in Marketing from Messiah College
  • Member of the Chartered Alternative Investment Analyst Association
Lifan Yang, CFA Senior Investment Analyst
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  • Joined Prime Buchholz in 2013
  • More than 14 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 Mission-Aligned Committee
  • Prior experience: Vice President at Financial Clarity
  • M.B.A. from Boston College and B.A. in Economics from Harvard University
  • Member of CFA Institute/Boston Security Analysts Society
Bryan P. Bolte, CAIA Senior Investment Analyst
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  • Joined Prime Buchholz in 2016
  • More than 10 years of investment industry experience
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
  • Prior 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
Michelle T. Tarr Investment Analyst
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  • Joined Prime Buchholz in 2000
  • More than 20 years of industry experience
  • Prior experience: Shareholder Services Support at John Hancock Financial Services in the Mutual Fund Department
  • M.B.A. from Southern New Hampshire University and B.A. in Business Management from New England College
Tara L. Forcier, CIPM Investment Analyst
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  • Joined Prime Buchholz in 2004
  • More than 13 years of industry experience
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
  • Previously, she was a Senior Performance Analyst for Prime Buchholz, responsible for calculating and reconciling investment performance for client accounts
  • B.S. in Finance from Bentley College
  • Earned the Certificate of Investment Performance Measurement (CIPM) designation in 2009
Christopher Caseley Investment Analyst
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  • Joined Prime Buchholz in 2005
  • More than 19 years of industry experience
  • Prior experience: Plan Administrator at Putnam Investments, within the 401(k) division
  • M.B.A. from Franklin Pierce College and B.S. in Education from the University of New Hampshire
Jonathan A. Hornbeck, CIPM Investment Analyst
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  • Joined Prime Buchholz in 2010
  • More than 9 years of investment industry experience
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
  • Prior experience: Performance Analyst at Prime Buchholz and Personal Banker, Loan Officer, and Sales and Services Specialist at Bank of America
  • B.A. from Gordon College
  • Earned the Certificate of Investment Performance Measurement (CIPM) designation
Nathan A. Reid, CFA Investment Analyst
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  • Joined Prime Buchholz in 2015
  • More than 12 years of investment industry experience
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
  • Prior experience:  Senior Registered Client Associate at Wells Fargo Advisors, Registered Client Associate at Morgan Stanley Smith Barney, Client Support Administrator and Client Service Representative at Putnam Investments
  • B.A. from Bates College
  • Member of CFA Institute/Boston Security Analysts Society
Evan J. Williams, CFA Investment Analyst
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  • Joined Prime Buchholz in 2015
  • More than 5 years of investment industry experience
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
  • Previously, he was a Senior Performance Analyst for Prime Buchholz, responsible for calculating and reconciling investment performance for client accounts
  • Prior experience: Portfolio Manager at Nvest Financial Group, LLC
  • M.B.A. and B.S. in Business Administration with a concentration in Finance and Entrepreneurial Studies from the University of New Hampshire
  • Member of CFA Institute/Boston Security Analysts Society
Bruce M. Castonguay, CFA Investment Analyst
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  • Joined Prime Buchholz in 2016
  • More than 10 years of investment industry experience
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
  • Prior experience: Investor Services Associate and Insurance & Fund of Fund Analyst at JP Morgan Chase
  • BBA in Finance from the University of Massachusetts-Amherst
  • Member of CFA Institute/Boston Security Analysts Society
Catherine Powers, CFA Investment Analyst
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  • Joined Prime Buchholz in 2017
  • More than 25 years of investment industry experience
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
  • Prior experience: Managing Director and Head of Active Global Rates Strategy and Sector Strategy at State Street Global Advisors;  Managing Director and Head of Insurance Client Strategies at BNY Standish
  • B.A. in English from the College of the Holy Cross
  • Member of CFA Institute/Boston Security Analysts Society
Alex McKinnon, CFA, JD Investment Analyst
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  • Joined Prime Buchholz in 2018
  • More than 20 years of investment industry experience
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
  • Prior experience: Director, Intermediary Sales and Distribution at WHV Investment Management, Inc. and Divisional Assistant Vice President/Wealth Management Analyst for UBS Financial Services, Inc.
  • B.A. in Rhetoric from the University of California, Berkeley and J.D. from Georgetown University Law Center
  • Member of CFA Institute/Boston Security Analysts Society
Marc Drappi, CFA Investment Analyst
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  • Joined Prime Buchholz in 2018
  • More than 14 years of investment industry experience
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
  • Prior experience: Assistant Vice President and Analyst with Wellington Mananagement Company; Project and Team leader at Brown Brothers Harriman & Company
  • M.B.A. from the University of Oxford and B.A. in International Politics and Economics from Middlebury College
  • Member of CFA Institute/Boston Security Analysts Society
Robert Fink, CFA Investment Analyst
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  • Joined Prime Buchholz in 2018
  • More than 13 years of investment industry experience
  • Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
  • Prior experience:Research Associate with Fidelity Investments
  • B.A. in Financial and Managerial Economics from the Univesity of New Hampshire
  • Member of CFA Institute/Boston Security Analysts Society