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
+

Stacey H. Baun, CFA

Senior Investment Analyst

+

Matthew Berardino, CAIA, CIPM

Principal/Director of Client Services

+

Gregory C. Berry

Research Associate - Flexible Capital

+

Cassandra L. Binette, CFA

Consultant

+

Katrina H. Bolte, CFA, CAIA

Senior Investment Analyst

+

Bryan P. Bolte, CAIA

Consulting Analyst

+

James R. Buchholz, L.H.D.

Founder and Consultant

+

Timothy A. Card, CIPM

Principal/Senior Investment Analyst

+

Christopher Caseley

Investment Analyst

+

Bruce M. Castonguay, CFA, CAIA

Senior Investment Analyst

+

Jonathan S. Crafts, CAIA

Principal/Research Analyst - Private Capital

+

Jeffrey R. Croteau, CFA

Managing Principal/Consultant

+

Patrick J. Curry

Senior Investment Analyst

+

Gregory C. DeSisto, CFA

Managing Principal/Consultant

+

Valentina T. Dingle

Principal/Director of Engagement & Communications

+

Marc Drappi, CFA

Investment Analyst

+

Kate D. Dumas, CFA

Principal/Consultant

+

Ryan J. Fanning

Research Analyst - Global Equity

+

Robert Fink, CFA, CAIA

Investment Analyst

+

Tara L. Forcier, CIPM

Senior Investment Analyst

+

Jon M. Forman

Principal/Operations Supervisor

+

Jared A. Fuller, CAIA

Principal/Head of Private Capital/Real Assets

+

Nicole M. Gadsby

Principal/Senior Performance Analyst

+

Arman Gevorgyan, CFA, CAIA

Research Analyst - Global Equity

+

Kristin M. Girald

Principal/Head of Global Equity

+

Steven T. Grabowski

Consultant

+

Russell P. Harris, CFA, CAIA

Research Associate - Private Capital/Real Assets

+

George J. Hauptfuhrer, CFA

Consultant

+

Sean T. Higman

Principal/Consultant

+

Nicholai D. Hill, CFA

Investment Analyst

+

Pamela H. Hochstadt

Principal/Research Analyst - Flexible Capital

+

Dennis A. Horten

Research Associate - Fixed Income

+

Gregory C. Johnson, CFA

Managing Principal/Consultant

+

Becky R. Johnson

Principal/Director of Finance & Admin

+

John S. Kane, CFA

Principal/Consultant

+

Brendan Kelly, CFA

Investment Analyst

+

Robert M. Kizik, CFA, CAIA

Principal/Research Analyst - Fixed Income

+

Marcia S. Kovalik, J.D.

Principal/General Counsel and Chief Compliance Officer

+

Karen A. Labenski, CFA, CAIA

Principal/Chief Information & Technology Officer

+

Adam J. Lerner, CFA

Principal/Research Analyst - Global Equity

+

Suzanne L. Libby

Principal/Information Group Manager

+

Thomas P. Lupone

Principal/Consultant

+

Jesse M. Lynch, CFA

Principal/Real Assets & Private Capital Research Analyst

+

Ian D. MacPherson, CFA, CAIA

Principal/Consultant

+

Allison R. Marcotte

Principal/Business Operations Manager

+

Brian J. Matthews, CFA, CAIA

Principal/Head of Fixed Income/Research

+

William F. McCarron

President and Managing Principal/Consultant

+

Alexander K. McKinnon, CFA, JD

Investment Analyst

+

David B. Mercieri, SPHR

Director of Human Resources

+

Richard M. Morrison, CFA

Principal/Director of Investment Strategy

+

Liz K. Mullen

Business Development Director

+

Amara L. Noel, SHRM-SCP, PHR

Benefits Administrator

+

Ryan T. O’Quinn, CFA

Principal/Consultant

+

Jessica F. Patten, CFA

Principal/Head of Flexible Capital

+

Brian M. Pimentel, CAIA

Principal/Consultant

+

Catherine Powers, CFA

Consulting Analyst

+

Jon L. Prime

Founder and Consultant

+

Marshall Raucci, Jr.

Managing Principal/Consultant

+

Christopher Regan

Chief Operating Officer

+

Nathan A. Reid, CFA, CAIA

Investment Analyst

+

Daniel M. Ricci, CFA

Principal/Director of Information Systems

+

Stephen E. Roche

Principal/Senior Discretionary Investment Analyst

+

Christopher R. Shaw, CAIA

Consulting Analyst

+

John Shea, CFA

Research Associate - Defined Contrib.

+

Zachary E. Smith, CFA, CIPM

Senior Investment Analyst

+

Andrea E. St. Germain

Operational Due Diligence Associate

+

Michelle T. Tarr

Investment Analyst

+

Robert J. Thompson, CAIA

Principal/Research Analyst - Flexible Capital

+

Sarah C. Todd

Research Associate - Global Equity

+

Michael B. Toland, CFA

Director of Risk Management

+

Evan J. Williams, CFA, CAIA

Investment Analyst

+

Matthew Wojichowski, CFA, CAIA

OCIO Investment Analyst

+

Matthew Wuenschel

Diagnostic Review Analyst

+

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