Over 20 Years of Experience Working for You.
To ensure consistency in your investment approach, each client team is comprised of two principals, who not only possess a wide range of institutional investment experience, but also an average over 20 years of industry experience.
Below is a list of our senior consultants and research analysts, along with very brief CVs. Of course, if you have any questions, please feel free to click on their names and email them directly.
Jon L. Prime, Principal
- Co-founded Prime Buchholz 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.
- M.S., University of Rochester in Business and B.S., Bradley University in Business Administration.
- 35+ years of combined experience in investment consulting, client fund management, and institutional finance.
James R. Buchholz, Principal
- Co-founded Prime Buchholz 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.
- L.H.D. and B.A., Drury University.
- 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 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.
- B.S., Suffok University, School of Management, in Marketing.
- 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 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.
- M.B.A., Boston College, Graduate School of Business. B.S., Fairfield University, in Mathematics.
- Member of CFA Institute®/Boston Security Analysts Society.
Gregory C. Johnson, CFA, Principal
- Joined Prime Buchholz 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 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.
- M.S., SUNY College at Buffalo. B.A., Marist College
Jeffrey R. Croteau, CFA, Principal
- Joined Prime Buchholz in 2000.
- 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.
Ryan T. O'Quinn, CFA, Principal
- Joined Prime Buchholz in 2001.
- Prior role as a Senior Investment Analyst.
- Previously, served as a Pension Regulatory Consultant at John Hancock, and Investment Education Specialist at the Vanguard Group.
- B.S., University of New Hampshire, in Business Administration.
- Member of CFA Institute®/Boston Security Analysts Society.
Sean T. Higman, Principal
- Joined Prime Buchholz 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 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.
- M.S. in Finance, Fairfield University and B.S., Iowa State University.
Thomas P. Lupone, Principal
- Joined Prime Buchholz 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.
George J. Hauptfuhrer, CFA, Principal
- Joined Prime Buchholz in 2006.
- Formerly Global Partner and Portfolio Manager at INVESCO.
- Trustee of Columbia Theological Seminary, the Piedmont Hospital Foundation, and the Princess Grace Foundation (USA).
- M.B.A., UNC-Chapel Hill (Morehead Fellow) and B.A., Yale University.
- Former Governor of the CFA Institute® and President of the Atlanta Society of Financial Analysts.
Michael D. Soares, Principal
- Joined Prime Buchholz in 2006.
- Formerly a Portfolio Manager at Batterymarch Financial Management where he managed both US equity and hedged portfolios.
- M.B.A., Bentley College and B.A., the University of Maine.
Jessica F. Patten, CFA, Research Analyst
- Joined Prime Buchholz 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 in 2004.
- Previous experience at Harvard Management Company as a Market Risk Analyst and Fidelity Investments as a Financial Analyst.
- M.S. in Finance, Boston College and B.S., Northeastern University, in Business Administration.
- Member of CFA Institute®/Boston Security Analysts Society.
Kristin M. Girald, Research Analyst
- Joined Prime Buchholz 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 Operations
- Joined Prime Buchholz in 2006.
- Previous experience at Wellington Management Company in Fixed Income Product Management and State Street Research & Management Company as a Product Analyst.
- M.S. in International Economics, Suffolk University and B.A., Hamilton College, in Economics.
- Member of CFA Institute®/Boston Security Analysts Society.
Adam J. Lerner, CFA, Research Analyst
- Joined Prime Buchholz 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 A. Fuller, CAIA, Research Analyst
- Joined Prime Buchholz 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 K. Trahan, Research Analyst
- Joined Prime Buchholz in 2007.
- Previous experience at Great West Life & Annuity Co., Bombardier Capital, BTM Capital Corporation, and Bank of Tokyo.
- J.D., Suffolk University Law School; B.A. in Economics, University of Vermont.
Kate D. Dumas, Research Analyst
- Joined Prime Buchholz in 2005.
- Previous experience at Deutsche Bank AG and Mellon Trust.
- M.B.A., New York University with a specialization in Finance and Global Business; B.A., McGill University in Economics.
Robert M. Kizik, CFA, Research Analyst
- Joined Prime Buchholz in 2008.
- Previous experience at Wagner Investment Management and Fleet Investment Advisors.
- M.S.F. in Finance, University of Colorado; B.S. in Finance, Syracuse University.
- Member of CFA Institute®/Boston Security Analysts Society.
Cassandra L. Binette, CFA, Consulting Analyst
- Joined Prime Buchholz in 2000.
- Prior role as a Research Analyst on Prime Buchholz's Research team, with a focus on domestic and non-U.S. equity.
- Previous experience at Mellon Financial as a Senior Financial Analyst.
- B.S., Bryant College in Business Administration with dual majors in Finance and Computer Information Systems.
- Member of CFA Institute®/Boston Security Analysts Society.
Alice L. DonnaSelva, Consulting Analyst
- Joined Prime Buchholz in 2005.
- Previous experience at Whitegate Investment Counselors as a Research and Client Service Associate.
- B.A.A.S., University of Delaware in English Education.
John S. Kane, CFA, Consulting Analyst
- Joined Prime Buchholz in 2007.
- Previous experience at State Street Global Advisors as a Junior Portfolio Manager.
- M.B.A., Boston College; B.A., Amherst College in Economics.
- Member of CFA Institute®/Boston Security Analysts Society.