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

Principal/Sr. 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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Katrina H. Bolte, CFA, CAIA

Principal/Sr. Investment Analyst

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Bryan P. Bolte, CAIA

Principal/Consultant

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James R. Buchholz, L.H.D.

Founder and Consultant

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Timothy A. Card, CIPM

Principal/Senior Investment Analyst

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Christopher Caseley

Investment Analyst

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Bruce M. Castonguay, CFA, CAIA

Senior 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/Sr. Investment Analyst

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Gregory C. DeSisto, CFA

Managing Principal/Consultant

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Valentina T. Dingle

Principal/Director of Diversity and Engagement

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Marc Drappi, CFA

Investment Analyst

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Kate D. Dumas, CFA

Managing Principal/Consultant

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Ryan J. Fanning

Principal/Research Analyst - Global Equity

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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/Operations Supervisor

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Jared A. Fuller, CAIA

Principal/Head of Private Capital/Real Assets

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Nicole M. Gadsby

Principal/Senior Performance Analyst

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Arman Gevorgyan, CFA, CAIA

Research Analyst - Global Equity

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Kristin M. Girald

Managing Principal/Head of Global Equity

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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

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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Brendan Kelly, CFA

Investment Analyst

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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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Karen A. Labenski, CFA, CAIA

Principal/Chief Information & Technology Officer

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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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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/Head of Fixed Income/Research

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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

Business Development Director

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Amara L. Noel, SHRM-SCP, PHR

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/Head of Flexible Capital

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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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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

Senior Investment Analyst

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Daniel M. Ricci, CFA

Principal/Director of Information Systems

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Stephen E. Roche

Principal/OCIO Senior 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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Zachary E. Smith, CFA, CIPM

Senior Investment Analyst

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Andrea E. St. Germain

Operational Due Diligence Associate

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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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Michael B. Toland, CFA

Director of Risk Management

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Evan J. Williams, CFA, CAIA

Senior Investment Analyst

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Matthew Wojichowski, CFA, CAIA

OCIO Investment Analyst

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Lifan Yang, CFA

Principal/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