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.

Senior LeadershipPrincipalsConsultantsClient Service ProfessionalsResearch Professionals
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Emily Agnew, CFA

Director of Operational Due Diligence

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Matthew Berardino, CAIA, CIPM

Principal/Director of Client Services

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Valerie Berezin, CPA

Consultant

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Gregory C. Berry

Research Associate - Flexible Capital

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Bryan P. Bolte, CAIA

Principal/Consultant

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Timothy A. Card, CIPM

Principal/Unit Leader/Sr. Investment Analyst

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Christopher Caseley

Investment Analyst

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Jonathan S. Crafts, CAIA

Principal/Research Analyst - Private Capital

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Jeffrey R. Croteau, CFA

Managing Principal/Consultant

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Patrick J. Curry

Principal/Unit Leader/Sr. Investment Analyst

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Gregory C. DeSisto, CFA

Managing Principal/Consultant

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Valentina Teslenko Dingle

Managing Principal/Chief Diversity Officer

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Sean Dubois, CFA

Investment Analyst

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Evan T. Dwyer, CFA

Research Support Analyst

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Ryan J. Fanning

Principal/Research Analyst - Global Equity

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Tom J. Ferraro

Investment Analyst

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Robert Fink, CFA, CAIA

Investment Analyst

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Tara L. Forcier, CIPM

Principal/Sr. Investment Analyst

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Jon M. Forman

Principal/Senior Operations Analyst

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Jared A. Fuller, CAIA

Principal/Co-Head of Research

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Nicole M. Gadsby

Principal/OCIO Performance Analyst

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Tanya Geier

Sr. Compliance Manager

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Arman Gevorgyan, CFA, CAIA

Principal/Research Analyst - Global Equity

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Marcus Gray, CFA

Principal/Investment Analyst

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Laura Hampe, CHRM-CP

Director of Human Resources and Business Operations

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Russell P. Harris, CFA, CAIA

Research Analyst - Private Capital/Real Assets

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George J. Hauptfuhrer, CFA

Consultant

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Sean T. Higman

Principal/Consultant

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Nicholai D. Hill, CFA, CAIA

OCIO Investment Analyst

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Pamela H. Hochstadt

Principal/Research Analyst - Flexible Capital

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Dennis A. Horten

Research Associate - Fixed Income

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Timothy M. Jarry, CFA, CPA

Consultant

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Gregory C. Johnson, CFA

Managing Principal/Consultant

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Becky R. Johnson

Principal/Director of Finance

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John S. Kane, CFA

Principal/Consultant

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Robert M. Kizik, CFA, CAIA

Principal/Research Analyst - Fixed Income

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Marcia S. Kovalik, J.D.

Managing Principal/General Counsel and Chief Compliance Officer

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Nicolle M. Lagasse

Operations Manager

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Adam W. Leech

Principal/Senior Associate

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Adam J. Lerner, CFA

Principal/Research Analyst - Global Equity

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Suzanne L. Libby

Principal/Information Group Manager

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Olivia T. Loos

Principal/Application Developer

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Thomas P. Lupone

Principal/Consultant

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Jesse M. Lynch, CFA

Principal/Real Assets & Private Capital Research Analyst

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Ian D. MacPherson, CFA, CAIA

Principal/Consultant

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Brian J. Matthews, CFA, CAIA

Principal/Consultant

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William F. McCarron

President and Managing Principal/Consultant

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Nathan R. McCue

Principal/Lead Application Developer

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Alexander K. McKinnon, CFA, JD

Senior Investment Analyst

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Richard M. Morrison, CFA

Principal/Director of Investment Strategy

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Liz K. Mullen

Principal/Director of Business Development

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Amara L. Noel, SHRM-SCP, PHR

Principal/Benefits Administrator

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Carol L. O’Neale, CFA

Consultant

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Ryan T. O’Quinn, CFA

Principal/Consultant

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Jessica F. Patten, CFA

Principal/Co-Head of Research

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Vanessa M. Pearl, CPA

Chief Financial Officer

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Brian M. Pimentel, CAIA

Principal/Consultant

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Catherine Powers, CFA

Principal/Consultant

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Jon L. Prime

Founder and Consultant

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Taylor Provost

Investment Analyst

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Marshall Raucci, Jr.

Sr. Consultant/Fmr. Managing Principal

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Christopher Regan

Principal/Chief Operating Officer

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Nathan A. Reid, CFA, CAIA

Principal/Consulting Analyst

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Daniel M. Ricci, CFA

Principal/Director of Information Systems

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Stephen E. Roche

Principal/Unit Leader/OCIO Sr. Investment Analyst

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Rachel Rymaszewski

MAI Research Support Analyst

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Erica Shapiro, CAIA, CPA

Investment Analyst

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Christopher R. Shaw, CAIA

Principal/Consultant

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John Shea, CFA

Research Associate - Defined Contrib.

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Courtney E. Silva

Principal/Accounting Specialist

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Zachary E. Smith, CFA, CIPM

Senior Investment Analyst

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Andrea St. Germain

Operational Due Diligence Analyst

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Michelle T. Tarr

Investment Analyst

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Robert J. Thompson, CAIA

Principal/Research Analyst - Flexible Capital

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Sarah C. Todd

Principal/Research Associate - Global Equity

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Karen A. Vasquez, CFA, CAIA

Principal/Chief Information & Technology Officer

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Evan J. Williams, CFA, CAIA

Principal/Consulting Analyst

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Lifan Yang, CFA

Principal/Unit Leader/Sr. 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