Members of the Prime Buchholz team—Eli Scribner, Senior Business Development Associate; Valerie Berezin, Principal and Consultant; and Carol O’Neale, CFA, Principal and Consultant—recently attended the Exponent PhilanthropyAnnual Conference, joining peers committed to advancing thoughtful, effective giving.

The event provided a valuable forum for discussing mission-aligned investing, sustaining philanthropic legacies, and helping clients achieve long-term impact. These topics closely reflect Prime Buchholz’s commitment to working alongside clients—foundations, endowments, and other mission-driven organizations—to align investment strategy with purpose.

Events like Exponent Philanthropy reinforce the power of collaboration, shared learning, and steadfast dedication to helping clients make meaningful change in the communities they serve.

Learn more about our approach to Mission-Aligned Investing.