Jon L. Prime, Principal

• Cofounded Prime, Buchholz & Associates, Inc. in 1988
• Formerly, Vice Chairman and founder of the Wellesley Group, Inc., and earlier, Director of Janney Montgomery Scott, Inc. Previously served as Vice President and CFO of Swarthmore College, St. Louis University, and the Rochester Institute of Technology.
• Mr. Prime has more than 35 years of combined experience in investment consulting, client fund management, and institutional finance.

James R. Buchholz, Principal

• Cofounded Prime, Buchholz & Associates, Inc. in 1988
• Formerly, Vice Chancellor of Washington University in St. Louis. Previously served as Vice President of the University of Missouri System, Rochester Institute of Technology, and the American Council of Education.
• Mr. Buchholz currently serves as a faculty member for the Trustee Seminar on Institutional Finance sponsored by the Association of Governing Boards. He also has served and now serves on a State Community Foundation Board.

William F. McCarron, Principal

• Joined Prime, Buchholz & Associates, Inc. in 1990
• Formerly, consultant with New England Pension Consultants, and earlier, Senior Investment Officer of Boston Safe Deposit and Trust responsible for analytical services to major institutional funds. Prior to Boston Safe, Mr. McCarron was a colleague of Mr. Prime at the Wellesley Group and involved in a full range of client services.
• Mr. McCarron currently serves as a trustee of the Boston Latin School Foundation and chairperson of the investment committee. 

Gregory C. DeSisto, CFA, Principal

• Joined Prime, Buchholz & Associates, Inc. in 1993
• Previously served at Boston Safe Deposit and Trust as an Operations Officer responsible for analytics information delivery and as a conversion specialist for institutional funds.
• B.S., Fairfield University, in Mathematics. M.B.A. at Boston College, Graduate school of Business.
• Member of CFA Institute^®/Boston Security Analysts Society.

Gregory C. Johnson, CFA, Principal

• Joined Prime, Buchholz & Associates, Inc. in 1993
• Previous experience at State Street Bank and Trust Co. as a Client Officer in the Master Trust Division.
• B.S.,Wake Forest University, in Business.
• Member of CFA Institute^®/Boston Security Analysts Society.

Marshall Raucci, Jr., Principal

• Joined Prime, Buchholz & Associates, Inc. in 1996
• Formerly, Executive Vice President and Managing Director at Fleet Investment Services, a multi-discipline investment services company with over $45 billion in assets.
• Previously served in senior administrative positions in higher education and is a former Trustee of Roger Williams University.

Ramelle M. Hieronymus, Principal

• Joined Prime, Buchholz & Associates, Inc. in 2000
• Formerly, Principal and Practice Leader of the Boston office of William M. Mercer Investment Consulting, Inc. Previously , Vice President of Boston Safe Deposit and Trust, responsible for analytical services.
• Ms. Hieronymus specializes in investment programs for taxable entities

Jeffrey R. Croteau, CFA, Principal

• Joined Prime, Buchholz & Associates, Inc. in 2001
• Served as Director of Research 2003-2005
• Previous experience at William M. Mercer Investment Consulting as analyst and consultant to corporate and public pension clients.
• B.S., Northeastern University, in Mathematics.
• Member of CFA Institute^®/Boston Security Analysts Society.

Sean T. Higman, Principal

• Joined Prime, Buchholz & Associates, Inc. in 2003
• Formerly, Vice President/Treasurer, Mpower Communications Corp. and Assistant Treasurer, RGS Energy Group including more than 15 years experience as plan sponsor responsible for management of DB, DC, and Nuclear Decommissioning Trusts.
• Past Member/Officer, AFP Pensions and Benefits Task Force, Utility Pension Fund Study Group, Central NY Pension Group, and Stable Value Investment Association.
• M.B.A., Northeastern University. B.B.A., Niagara University. Certified Management Accountant. Certified Cash Manager. Certified in Financial Management.

Ben M. Riordan, Principal

• Joined Prime, Buchholz & Associates, Inc. in 2003
• Formerly, Senior Vice President with Commonfund, a multi-discipline investment firm with $30 billion in assets serving endowments, foundations and nonprofit organizations.
• Previous Investment Consultant to banks and insurance companies with Merrill Lynch, and held various management positions with Pitney Bowes, Inc.
• Currently serves as advisor to the Mellon Foundation College Retirement Health Project.

Thomas P. Lupone, Principal

• Joined Prime, Buchholz & Associates, Inc. in 2006
• Former Vice President, Alternative Capital Division, Credit Suisse; experience ranges across a variety of investment strategies, including U.S. and non-U.S. buyout, venture capital, mezzanine, restructuring, distressed and special situations.
• Previous role as a private equity research consultant with Cambridge Associates, responsible for analysis and selection of private equity managers and funds.
• M.S. in Finance from Boston College’s Graduate School of Business and a B.A. from the University of Notre Dame.
• Over 12 years of advisory experience in the investment industry, with a principal focus on alternative investments.

George Hauptfuhrer, CFA, Principal

• Joined Prime, Buchholz & Associates, Inc. in 2006
• Formerly Global Partner and Portfolio Manager at INVESCO.
• Trustee of Columbia Theological Seminary, Rabun Gap - Nacoochee School, the Piedmont Hospital Foundation, and the Princess Grace Foundation (USA).
• B.A., Yale University; M.B.A., UNC-Chapel Hill (Morehead Fellow).
• Former Governor of the CFA Institute^® and President of the Atlanta Society of Financial Analysts.

Michael Soares, Principal

• Joined Prime, Buchholz & Associates, Inc. in 2006
• Formerly a Portfolio Manager at Batterymarch Financial Management where he managed both US equity and hedged portfolios.
• BA from the University of Maine and MBA from Bentley College.

Jessica Patten, CFA, Research Analyst

• Joined Prime, Buchholz & Associates, Inc. in 1994
• B.S., University of New Hampshire, in Business Administration with a concentration in Finance.
• Member of CFA Institute^®/Boston Security Analysts Society.

Richard M. Morrison, CFA, Director of Investment Strategy

• Joined Prime, Buchholz & Associates, Inc. in 2004
• Masters in Finance, Boston College.
• Previous experience at Harvard Management Company as a Market Risk Analyst and Fidelity Investments as a Financial Analyst.
• B.S., Northeastern University, in Business Administration with a concentration in Finance.
• Member of CFA Institute^®/Boston Security Analysts Society.  

Kristin M. Girald, Research Analyst

• Joined Prime, Buchholz & Associates, Inc. in 2005
• Previous experience at Putnam Investments in the Corporate Development & Strategy Group and at Legg Mason Woods Walker, Inc. in the Investment Banking Division.
• B.S., Villanova University, in Business Administration, Major in Finance.

Brian J. Matthews, CFA, Director of Research

• Joined Prime, Buchholz & Associates, Inc. in 2006
• Masters in International Economics, Suffolk University. 
• Previous experience at Wellington Management Company in Fixed Income Product Management and State Street Research & Management Company as a Product Analyst.
• B.A., Hamilton College, in Economics.
• Member of CFA Institute^®/Boston Security Analysts Society.

Adam Lerner, CFA, Research Analyst

• Joined Prime, Buchholz & Associates, Inc. in 2007
• Previous experience at the Massachusetts Institute of Technology Investment Management Company, Kobren Insight Management, and Investors Bank & Trust.
• B.A., Northwestern University, in Finance and Mathematics.
• Member of CFA Institute^®/Boston Security Analysts Society.

Jared Fuller, CAIA, Research Analyst

• Joined Prime, Buchholz & Associates, Inc. in 2007
• Previous experience includes various roles at Harvard Management Company as an External Management Investment Associate focused on Real estate, Senior Financial Analyst and Portfolio Controller.  
• B.A. in Communications, University of Massachusetts.

Susan Trahan, Research Analyst

• Joined Prime, Buchholz & Associates, Inc. in 2007
• Previous experience at Great West Life & Annuity Co., Bombardier Capital, BTM Capital Corporation, and Bank of Tokyo.
• J.D. from Suffolk University Law School; B.A. in Economics from University of Vermont.

Kate Dumas, Research Analyst

• Joined Prime, Buchholz & Associates, Inc. in 2005
• Previous experience at Deutsche Bank AG and Mellon Trust.
• M.B.A from New York University with a specialization in Finance and Global Business, and B.A. from McGill University in Economics.

Robert Kizik, CFA, Research Analyst

• Joined Prime, Buchholz & Associates, Inc. in 2008
• Previous experience at Wagner Investment Management and Fleet Investment Advisors.
• M.S.F. in Finance from Colorado University; B.S. in Finance from Syracuse University.
• Member of CFA Institute^®.