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, subsidiaries or affiliates. 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
+

Emily Agnew, CFA

Principal/Director of Operational Due Diligence

+

Nicholas Anderson

OCIO Investment Associate

+

Andrea Beatty

Sr. Document Management Specialist

+

G. Matthew Berardino, CAIA, CIPM

Principal/Head of Client Services

+

Valerie Berezin, CPA

Principal/Consultant

+

Gregory C. Berry

Principal/Associate Director Research

+

Bryan P. Bolte, CAIA

Principal/Consultant

+

Jeff Brown

Chief Financial Officer

+

Melissa Busiek

Sr. Investment Operations Analyst

+

Timothy A. Card, CIPM

Principal/Director Client Services

+

Christopher Caseley

Principal/Sr. Investment Associate

+

Cynthia Castonguay, IACCP

Principal/Sr. Compliance Associate

+

Janet L. Chapman

Principal/Research Analyst

+

Jonathan S. Crafts, CAIA

Principal/Sr. Director Research

+

Desiree Crossley

Sr. Marketing & Communications Associate

+

Patrick J. Curry

Principal/Director Client Services

+

Gregory C. DeSisto, CFA

Managing Principal/Sr. Consultant

+

Huimin Dillon

Sr. Performance Analyst

+

Kristin A. DiMauro

Sr. Financial Analyst

+

Valentina Teslenko Dingle

Managing Principal/Chief Diversity Officer

+

Sean Dubois, CFA

Sr. Investment Associate

+

Taylor Fahmy, CAIA

Principal/Sr. Investment Associate

+

Ryan J. Fanning

Principal/Sr. Director Research

+

Tom J. Ferraro

Investment Associate

+

Robert J. Fink, CFA, CAIA

Investment Associate

+

Tara L. Forcier, CIPM

Principal/Sr. Investment Associate

+

Jon M. Forman

Principal/Sr. Operations Analyst

+

Mikaela French, J.D.

Associate Counsel

+

Jared A. Fuller, CAIA

Principal/Co-Head of Research

+

Nicole M. Gadsby

Principal/Sr. Performance Analyst

+

Tanya Geier, IACCP

Principal/Director Compliance

+

Arman Gevorgyan, CFA, CAIA

Principal/Director Research

+

Matthew D. Graef

Sr. Operational Due Diligence Analyst

+

Marcus Gray, CFA

Principal/Investment Associate

+

Laura Hampe, SHRM-CP

Principal/Head of HR and Business Operations

+

Russell P. Harris, CFA, CAIA

Associate Director Research

+

George J. Hauptfuhrer, CFA

Sr. Consultant

+

Sean T. Higman

Principal/Sr. Consultant

+

Nicholai D. Hill, CFA, CAIA

Principal/Associate Consultant

+

Pamela H. Hochstadt

Principal/Sr. Director Research

+

Jonathan A. Hornbeck, CIPM

Sr. Data Engineering Associate

+

Craig Huff, CFA

Custody Associate

+

Timothy M. Jarry, CFA, CPA

Principal/Sr. Consultant

+

Gregory C. Johnson, CFA

Managing Principal/Sr. Consultant

+

John S. Kane, CFA

Principal/Sr. Consultant

+

Robert M. Kizik, CFA, CAIA

Principal/Sr. Director Research

+

Marcia S. Kovalik, J.D.

Managing Principal/General Counsel and Chief Compliance Officer

+

Nicolle M. Lagasse

Principal/Associate Director Investment Operations

+

Kevin Lavigne

Principal/Sr. Investment Operations Analyst

+

Adam W. Leech

Principal/Director, Sustainability and Marketing Ops

+

Adam J. Lerner, CFA

Principal/Sr. Director Research

+

Suzanne L. Libby

Principal/Sr. Information Group Manager

+

Olivia T. Loos

Principal/Sr. Application Development Associate

+

Thomas P. Lupone

Principal/Sr. Consultant

+

Jesse M. Lynch, CFA

Principal/Sr. Director Research

+

Ian D. MacPherson, CFA, CAIA

Principal/Sr. Consultant

+

Don Mam, CFA

Research Associate

+

Brian J. Matthews, CFA, CAIA

Principal/Sr. Consultant

+

William F. McCarron

President and Managing Principal/Sr. Consultant

+

Nathan R. McCue

Principal/Associate Director, Lead Application Developer

+

Alexander K. McKinnon, CFA, JD

Principal/Associate Consultant

+

Jordan R. Meyers

Investment Associate

+

Richard M. Morrison, CFA

Principal/Sr. Consultant/Director of Investment Strategy

+

Liz K. Mullen

Principal/Sr. Director Business Development

+

Amara L. Noel, SHRM-SCP, PHR

Principal/Sr. HR Business Partner

+

Kellie K. O’Connell

Principal/Sr. Executive Assistant

+

Katie H. O’Malley, CFA

Investment Associate

+

Carol L. O’Neale, CFA

Principal/Consultant

+

Ryan T. O’Quinn, CFA

Principal/Sr. Consultant

+

Jessica F. Patten, CFA

Principal/Co-Head of Research

+

Russell Peirce

Sr. Marketing Associate

+

Brian M. Pimentel, CAIA

Principal/Consultant

+

Catherine A. Powers, CFA

Principal/Sr. Consultant

+

Jon L. Prime

Founder/Sr. Consultant

+

Tyler E. Racca

Research Associate

+

Madison K. Randolph

Research Analyst

+

Marshall Raucci, Jr.

Managing Principal Emeritus

+

Christopher Regan

Principal/Chief Operating Officer

+

Nathan A. Reid, CFA, CAIA

Principal/Associate Consultant

+

Daniel M. Ricci, CFA

Principal/Head of Information Systems

+

Clara Richards

Business Development Analyst

+

Stephen E. Roche

Principal/Director Client Services

+

Rachel Rymaszewski

Research Analyst

+

Eli Scribner

Sr. Business Development Associate

+

Lisa Sebesta, CFA

Investment Consultant

+

Christopher R. Shaw, CAIA

Principal/Consultant

+

John M. Shea, CFA

Research Associate

+

Courtney E. Silva

Principal/Accounting Administrator

+

Brittany Siter

Sr. Legal and Compliance Analyst

+

Zachary E. Smith, CFA, CIPM

Sr. Investment Associate

+

Dylan Smith, CFA

Investment Associate

+

Michelle T. Tarr

Principal/Sr. Investment Associate

+

Allie Thaggard, CAIA

Associate Director, Client Service

+

Robert J. Thompson, CAIA

Principal/Sr. Director Research

+

Sarah C. Todd

Principal/Associate Director Research

+

Nghia Tran

Research Analyst

+

Emily Tylki, CAIA

Sr. Performance Analyst

+

Karen A. Vasquez, CFA, CAIA

Principal/Chief Information & Technology Officer

+

Kelsey Wallingford, SHRM-CP

Sr. HR Business Partner

+

Benjamin J. Waterhouse

Sr. Performance Analyst

+

Brantley Wilson

Investment Associate

+

Tim Wong, CFA, CAIA, CIPM

Investment Associate

+

Kai Xu

Investment Associate

+

Carrie Xu, CFA

Investment Associate

+

Lifan Yang, CFA

Principal/Director Client Services

+

Gul Yanmaz-Karsligil, CFA

Principal/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