Our People

Prime Buchholz is 100% employee-owned and operated. As our client, you receive personal, quality service and a true partnership with your investment team. From the very beginning of our relationship, your dedicated client service team will stand by you and work with you through any scenario. Our consulting team members average more than 25 years of industry experience and are ready to leverage that knowledge to help meet your needs.

We have no parent, affiliations, or subsidiaries, and we’re not involved in any joint ventures or business partnerships. This means we are independent; in other words, our clients are our sole focus. Your Prime Buchholz team strives to make sure you always receive the best possible service—we’re here for you.

PrincipalsConsultantsClient Service ProfessionalsResearch Professionals
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Stacey H. Baun, CFA

Senior Investment Analyst

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Matthew Berardino, CAIA, CIPM

Principal/Director of Client Services

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Gregory C. Berry

Research Associate - Flexible Capital

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Cassandra L. Binette, CFA

Consultant

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Katrina H. Bolte, CFA, CAIA

Senior Investment Analyst

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Bryan P. Bolte, CAIA

Senior Investment Analyst

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James R. Buchholz, L.H.D.

Founder and Principal/Consultant

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Timothy A. Card, CIPM

Senior Investment Analyst

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Christopher Caseley

Investment Analyst

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Bruce M. Castonguay, CFA

Investment Analyst

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Jonathan S. Crafts, CAIA

Research Analyst - Private Equity

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Jeffrey R. Croteau, CFA

Managing Principal

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Patrick J. Curry

Senior Investment Analyst

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Gregory C. DeSisto, CFA

Managing Principal

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Valentina T. Dingle

Principal/Director of Engagement & Communications

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Marc Drappi, CFA

Investment Analyst

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Kate D. Dumas, CFA

Principal/Consultant

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Ryan J. Fanning

Research Associate - Global Equity

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Robert Fink, CFA

Investment Analyst

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Tara L. Forcier, CIPM

Investment Analyst

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Jared A. Fuller, CAIA

Principal/Head of Private Capital/Real Assets

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Arman Gevorgyan, CFA

Research Analyst - Global Equity

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Kristin M. Girald

Principal/Head of Global Equity

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Russell P. Harris, CFA

Research Associate - Private Capital/Real Assets

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George J. Hauptfuhrer, CFA

Principal/Consultant

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Sean T. Higman

Principal/Consultant

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Pamela H. Hochstadt

Research Analyst - Flexible Capital

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Jonathan A. Hornbeck, CIPM

Investment Analyst

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Gregory C. Johnson, CFA

Managing Principal

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Becky R. Johnson

Principal/Director of Finance & Admin

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John S. Kane, CFA

Principal/Consultant

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Robert M. Kizik, CFA

Research Analyst - Fixed Income

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Marcia S. Kovalik, J.D.

Principal/General Counsel and Chief Compliance Officer

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Karen A. Labenski, CFA, CAIA

Principal/Chief Information & Technology Officer

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Adam J. Lerner, CFA

Research Analyst - Global Equity

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Thomas P. Lupone

Principal/Consultant

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Jesse M. Lynch, CFA

Research Analyst - Real Assets

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Ian D. MacPherson, CFA, CAIA

Principal/Consultant

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Brian J. Matthews, CFA, CAIA

Principal/Head of Fixed Income/Research

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William F. McCarron

President and Managing Principal

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Alex McKinnon, CFA, JD

Investment Analyst

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Richard M. Morrison, CFA

Principal/Director of Investment Strategy

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Ryan T. O’Quinn, CFA

Principal/Consultant

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Jessica F. Patten, CFA

Principal/Head of Flexible Capital

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Brian M. Pimentel, CAIA

Consulting Analyst

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Catherine Powers, CFA

Investment Analyst

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Jon L. Prime

Founder and Principal/Consultant

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Marshall Raucci, Jr.

Managing Principal

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Nathan A. Reid, CFA

Investment Analyst

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Stephen E. Roche

Research Associate - Fixed Income

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Christopher R. Shaw, CAIA

Senior Investment Analyst

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John Shea, CFA

Research Associate - Defined Contrib.

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Zachary E. Smith, CFA, CIPM

Senior Investment Analyst

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Michael D. Soares

Principal/Consultant

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Michelle T. Tarr

Investment Analyst

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Robert J. Thompson, CAIA

Research Analyst - Flexible Capital

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Sarah C. Todd

Research Associate - Global Equity

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Michael B. Toland, CFA

Director of Risk Management

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Douglas L. Warrender, CFA

Operational Due Diligence Associate

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Evan J. Williams, CFA

Investment Analyst

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Lifan Yang, CFA

Senior Investment Analyst

Our People - Prime Buchholz

Prime Buchholz is headquartered in the beautiful coastal city of Portsmouth, NH.
This city has it all—top-rated schools, a robust food scene and night life, nationally known arts and historical sites, an amazing annual outdoor concert series, and untouched natural beauty—and it’s just an hour’s drive from both Boston and Portland.

We’re always interested in hearing from qualified candidates who are passionate about using their skills to help our clients realize their goals. Check out our careers page to learn more.

Find out more about Portsmouth
and our current job opportunities.

Investment Consulting Services in New Hampshire