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.

All Senior LeadershipPrincipalsConsultantsClient Service ProfessionalsResearch Professionals
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Emily Agnew, CFA

Head of Operational Due Diligence

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Nicholas Anderson

Investment Associate

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Andrea Beatty

Sr. Document Management Specialist

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Matthew Berardino, CAIA, CIPM

Principal/Head of Client Services

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Valerie Berezin, CPA

Consultant

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Gregory C. Berry

Principal/Associate Director Research

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Bryan P. Bolte, CAIA

Principal/Consultant

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Jeff Brown

Chief Financial Officer

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Timothy A. Card, CIPM

Principal/Director Client Services

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Christopher Caseley

Principal/Sr. Investment Associate

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Cynthia Castonguay, IACCP

Sr. Compliance Analyst II

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Janet L. Chapman

Research Analyst

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Jonathan S. Crafts, CAIA

Principal/Sr. Director Research

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Patrick J. Curry

Principal/Director Client Services

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Gregory C. DeSisto, CFA

Managing Principal/Sr. Consultant

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Valentina Teslenko Dingle

Managing Principal/Chief Diversity Officer

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Sean Dubois, CFA

Investment Associate

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Taylor Fahmy, CAIA

Sr. Investment Associate

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Ryan J. Fanning

Principal/Sr. Director Research

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Tom J. Ferraro

Investment Associate

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Robert J. Fink, CFA, CAIA

Investment Associate

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Tara L. Forcier, CIPM

Principal/Sr. Investment Associate

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Jon M. Forman

Principal/Sr. Investment Operations Associate

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Mikaela French, J.D.

Associate Counsel

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Jared A. Fuller, CAIA

Principal/Head of Research

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Nicole M. Gadsby

Principal/Sr. Performance Analyst

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Tanya Geier, IACCP

Principal/Director Compliance

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Arman Gevorgyan, CFA, CAIA

Principal/Director Research

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Matt D. Graef

Operational Due Diligence Analyst

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Marcus Gray, CFA

Principal/Investment Associate

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Laura Hampe, SHRM-CP

Head of HR and Business Operations

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Russell P. Harris, CFA, CAIA

Associate Director Research

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George J. Hauptfuhrer, CFA

Sr. Consultant

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Sean T. Higman

Principal/Sr. Consultant

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Nicholai D. Hill, CFA, CAIA

Principal/Associate Consultant

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Pamela H. Hochstadt

Principal/Sr. Director Research

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Jonathan A. Hornbeck, CIPM

Sr. Data Engineering Associate

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Timothy M. Jarry, CFA, CPA

Principal/Sr. Consultant

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Gregory C. Johnson, CFA

Managing Principal/Sr. Consultant

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John S. Kane, CFA

Principal/Sr. Consultant

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Robert M. Kizik, CFA, CAIA

Principal/Sr. Director Research

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Marcia S. Kovalik, J.D.

Managing Principal/General Counsel and Chief Compliance Officer

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Nicolle M. Lagasse

Principal/Associate Director Investment Operations

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Kevin Lavigne

Sr. Investment Operations Analyst

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Adam W. Leech

Principal/Director, Sustainability and Marketing Ops

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Adam J. Lerner, CFA

Principal/Sr. Director Research

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Suzanne L. Libby

Principal/Information Group Manager

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Olivia T. Loos

Principal/Sr. Application Development Associate

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Thomas P. Lupone

Principal/Sr. Consultant

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Jesse M. Lynch, CFA

Principal/Sr. Director Research

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Ian D. MacPherson, CFA, CAIA

Principal/Sr. Consultant

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Brian J. Matthews, CFA, CAIA

Principal/Sr. Consultant

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William F. McCarron

President and Managing Principal/Sr. Consultant

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Nathan R. McCue

Principal/Associated Director, Lead Application Developer

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Alexander K. McKinnon, CFA, JD

Principal/Associate Consultant

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Jordan R. Meyers

Investment Associate

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Richard M. Morrison, CFA

Principal/Sr. Consultant/Director of Investment Strategy

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Liz K. Mullen

Principal/Sr. Director Business Development

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Amara L. Noel, SHRM-SCP, PHR

Principal/Sr. HR Business Partner

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Carol L. O’Neale, CFA

Principal/Consultant

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Ryan T. O’Quinn, CFA

Principal/Sr. Consultant

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Jessica F. Patten, CFA

Principal/Head of Research

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Russell Peirce

Sr. Marketing Associate

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Brian M. Pimentel, CAIA

Principal/Consultant

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Catherine Powers, CFA

Principal/Sr. Consultant

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Jon L. Prime

Founder/Sr. Consultant

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Tyler E. Racca

Research Associate

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Madison K. Randolph

Research 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/Associate Consultant

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Daniel M. Ricci, CFA

Principal/Sr. Director Information Systems

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Stephen E. Roche

Principal/Director Client Services

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Rachel Rymaszewski

Research Analyst

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Christopher R. Shaw, CAIA

Principal/Consultant

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John M. Shea, CFA

Research Associate

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Courtney E. Silva

Principal/Accounting Administrator I

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Brittany Siter

Legal and Compliance Analyst I

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Zachary E. Smith, CFA, CIPM

Sr. Investment Associate

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Dylan Smith, CFA

Investment Associate

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Michelle T. Tarr

Principal/Sr. Investment Associate

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Allie Thaggard, CAIA

Investment Associate

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Robert J. Thompson, CAIA

Principal/Sr. Director Research

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Sarah C. Todd

Principal/Sr. Research Associate

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Emily Tylki

Sr. Performance Analyst

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Karen A. Vasquez, CFA, CAIA

Principal/Chief Information & Technology Officer

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Kelsey Wallingford, SHRM-CP

Sr. HR Business Partner

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Benjamin Waterhouse

Sr. Performance Analyst

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Brantley Wilson

Investment Associate

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Tim Wong, CFA, CAIA, CIPM

Investment Associate

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Kai Xu

Investment Associate

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Carrie Xu, CFA

Investment Associate

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Lifan Yang, CFA

Principal/Director Client Services

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Gul Yanmaz-Karsligil, CFA

Director Research

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