Meet Our Team of Research Professionals

Led by the Director of Investment Strategy, our internal team is comprised of experienced investment research professionals, with strong and specialized analytical skills.

Analysts conduct investment manager research and monitor performance and operational changes on an ongoing basis. Capital markets and economic trends around the globe are also closely monitored to gain valuable insight into the economy, capital markets, global regions/countries, industries, and market valuations. Rounding out our research efforts are dedicated resources in risk management and operational due diligence.

Key research professionals:


Richard M. Morrison, CFA Director of Investment Strategy
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  • Joined Prime Buchholz in 2004
  • More than 23 years of experience in the industry, with a focus on hedge funds
  • Active member of Prime Buchholz’s Investment Committee and serves on all four of the Firm’s Asset Class Committees; member of the Senior Management Group
  • Previous experience: Market Risk Analyst at Harvard Management Company and a Financial Analyst at Fidelity Investments
  • Masters in Finance from Boston College and B.S. in Business Administration with a concentration in Finance from Northeastern University
  • Member of CFA Institute/Boston Security Analysts Society
Brian J. Matthews, CFA, CAIA Head of Fixed Income and Director of Research Operations
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  • Joined Prime Buchholz in 2006
  • More than 20 years of experience in the industry
  • Serves as Chair of Prime Buchholz’s Fixed Income Asset Class Committee and sits on all Asset Class Committees, as well as the Investment Committee
  • Previous experience: Fixed Income Product Management at Wellington Management Company, and also served as a Product Analyst at State Street Research & Management Company
  • Masters in International Economics from Suffolk University and a B.A. in Economics from Hamilton College
  • Member of CFA Institute/ Boston Security Analysts Society and the Chartered Alternative Investment Analyst (CAIA) Association
Kristin M. Girald Head of Global Equity
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  • Joined Prime Buchholz in 2005
  • More than 17 years of experience in the investment industry, with a special focus on non-U.S. equity
  • Serves as Chair of the Equity Asset Class Committee and is a member of the Firm's Investment Committee
  • Previous experience: Corporate Development at Putnam Investments and Investment Banker at Legg Mason Wood Walker, Inc.
  • B.S. in Business Administration, with a concentration in Finance, from Villanova University
Jessica F. Patten, CFA Head of Flexible Capital
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  • Joined Prime Buchholz in 1994
  • More than 23 years investment industry experience
  • Serves as Chair of the Flexible Capital Asset Class Committee and is a memebr on the Firm's Investment Committee
  • Specialized expertise in hedge funds (long/short equity, multi-strategy, funds of funds)
  • B.S. in Business Administration with a concentration in Finance from the University of New Hampshire
  • Member of CFA Institute/Boston Security Analysts Society
Jared A. Fuller, CAIA Head of Private Capital/Real Assets
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  • Joined Prime Buchholz in 2007
  • More than 19 years of investment industry experience
  • Serves as Chair of the Private Capital Asset Class Committee and is a member of the Investment Committee as well as the Sustainable Investment Committee
  • Previous experience: Served in various roles at Harvard Management Company, including External Management Investment Associate focused on real estate, Senior Financial Analyst, and Portfolio Controller
  • B.A. in Communications from the University of Massachusetts
  • Member of the Chartered Alternative Investment Analyst (CAIA) Association
Michael B. Toland, CFA Director of Risk Management
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  • Joined Prime Buchholz in 2010
  • More than 24 years of investment industry experience
  • Serves on the Firm’s Investment Committee and Risk Committee, along with all four Asset Class Committees
  • Prior experience: Chief Risk Officer for Redbrick Capital Management, L.P., a multi-hedge fund complex, and Market Risk Analyst for Harvard Management Company, Inc.; also served as Analyst at New Bond Trading, Inc. and Fidelity Investments
  • B.A. in Economics from Fairfield University
  • Member of CFA Institute/Boston Security Analysts Society
Robert M. Kizik, CFA Research Analyst - Fixed Income
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  • Joined Prime Buchholz in 2008
  • More than 23 years of experience in the industry, with a focus on U.S. equity and fixed income
  • Chair of the Defined Benefit Committee and member of the Fixed Income Asset Class Committee
  • Prior experience: Equity Analyst at Wagner Investment Management with a focus on the health care and financial sectors; also served as an Equity Analyst for Fleet Investment Advisors
  • M.S. in Finance from the University of Colorado and B.S. in Finance from Syracuse University
  • Member of CFA Institute/Boston Security Analysts Society
Stephen E. Roche Research Associate - Fixed Income
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  • Joined Prime Buchholz in 2007
  • More than 12 years of industry experience
  • Member of the Sustainable Investment Committee
  • Provides daily analysis and monitoring of discretionary portfolios
  • Prior to his current role, he served as an Investment Analyst for Prime Buchholz
  • B.S. in Economics from Plymouth State University
Adam J. Lerner, CFA Research Analyst - Global Equity
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  • Joined Prime Buchholz in 2007
  • More than 21 years of industry experience with a focus on domestic and non-U.S. marketable securities
  • Member of Equity Asset Class Committee
  • Prior experience: Analyst on Marketable Securities Team at the Massachusetts Institute of Technology Investment Management Company and Analyst (equities) at Kobren Insight Management
  • B.A. in Economics and Mathematical Methods from Northwestern University
  • Member of CFA Institute/Boston Security Analysts Society
Arman Gevorgyan, CFA Research Analyst - Global Equity
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  • Joined Prime Buchholz in 2015
  • More than 17 years of industry experience with a focus on global equity and fixed income
  • Member of the Equity Asset Class Committee and the Defined Contribution Committee
  • Previous experience: Vice President, Investment Research, at Segal Rogerscasey and Associate, Equity Research, at Citigroup Global Investment Bank
  • B.S. in Finance from the University of Bridgeport
  • Member of CFA Institute/CFA Society Maine
Ryan J. Fanning Research Associate - Global Equity
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  • Joined Prime Buchholz in 2008
  • More than10 years of industry experience
  • Member of the Defined Benefit Committee
  • Prior to his current role, served as a Performance Analyst for Prime Buchholz
  • Prior experience: Shareholder Service Representative at Citizens Funds
  • B.S. in Business Administration from the University of New Hampshire
Robert J. Thompson, CAIA Research Analyst - Flexible Capital
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  • Joined Prime Buchholz in 2007
  • More than 13 years of industry experience
  • Member of the Flexible Capital Asset Class Committee
  • Previous experience: Investment Analyst at The Ayco Company, a subsidiary of Goldman Sachs
  • B.S. in Business Administration from Bryant University
  • Member of the Chartered Alternative Investment Analyst Association
Pamela H. Hochstadt Research Analyst - Flexible Capital
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  • Joined Prime Buchholz in 2011
  • More than 14 years of industry experience, with a focus on long/short equity hedge funds
  • Member of the Flexible Capital Asset Class Committee and Sustainable Investment Committee
  • Prior experience: Partner and Vice President at Nexar Capital, LLC, Vice President at Société Générale Asset Management, and Research Analyst at EIM Securities (USA), Inc.
  • B.B.A. with a concentration in Finance from George Washington University
Gregory C. Berry Research Associate - Flexible Capital
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  • Joined Prime Buchholz in 2006
  • More than 11 years of industry experience
  • Responsible for researching, monitoring, and reporting on hedge fund strategies
  • Previously served as a Research Support Analyst for Prime Buchholz
  • Prior experience:  Financial Advisor at Waddell & Reed
  • B.A. in Government and Legal Studies from Bowdoin College
Jonathan S. Crafts, CAIA Research Analyst - Private Equity
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  • Joined Prime Buchholz in 2006
  • More than 13 years of industry experience
  • Member of the Private Capital Asset Class Committee
  • Previous experience: Financial Advisor at Ameriprise Financial
  • B.A. in Economics from the University of New Hampshire
  • Member of the Chartered Alternative Investment Analyst Association
Jesse M. Lynch, CFA Research Analyst - Real Assets
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  • Joined Prime Buchholz in 2012
  • More than 15 years of industry experience
  • Responsible for researching, monitoring, and reporting of private capital and real assets strategies
  • Member of the Defined Contribution Committee
  • Previous experience: Portfolio Manager in the Commercial Real Estate Division of TD Bank, Senior Portfolio Analyst at Municipal Mortgage and Equity, LLC in Boston, where he was 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 CFA Institute/Boston Security Analysts Society
Sarah C. Todd Research Associate - Private Capital/Real Assets
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  • Joined Prime Buchholz in 2004
  • More than 16 years of industry experience
  • In her previous role as a Senior Investment Analyst, she provided advice, analysis, asset allocation modeling, and portfolio development support to various types of clients
  • Prior experience: Senior Trust Account Administrator at Investors Bank & Trust
  • B.A. with a concentration in Economics from St. Lawrence University
John Shea, CFA Research Associate - Defined Contribution
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  • Joined Prime Buchholz in 2011
  • More than 19 years of industry-related experience
  • Chair of the Defined Contribution Committee
  • Primarily focused on providing investment analysis related to clients’ 401(k) and 403(b) plans
  • Previously, served as Investment Analyst for Prime Buchholz
  • Prior experience: Senior Performance Analyst with Manulife Asset Management and Client Service Manager with State Street California, Inc.
  • M.S. in Investment Management from Boston University and B.A. from the University of Vermont
  • Member of CFA Institute/Boston Security Analysts Society
Douglas L. Warrender, CFA Operational Due Diligence Associate
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  • Joined Prime Buchholz in 2013
  • More than 10 years of industry experience
  • In his previous role as an Investment Analyst, he provided advice, analysis, asset allocation modeling, and portfolio development support to various types of clients
  • Prior experience: Associate at LP Capital Advisors and an Associate at Gemmer Asset Management
  • M.S. in Financial Analysis and Investment Management from Saint Mary’s College of California. M.A. in Vocal Performance and B.A. in Music and Audio Engineering from California State University-Chico.
  • Member of CFA Institute/Boston Security Analysts Society