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

Emily Agnew, CFA

Head of Operational Due Diligence

Nicholas Anderson

Investment Associate

Andrea Beatty

Sr. Document Management Specialist

Matthew Berardino, CAIA, CIPM

Principal/Head of Client Services

Valerie Berezin, CPA

Consultant

Gregory C. Berry

Principal/Associate Director Research

Bryan P. Bolte, CAIA

Principal/Consultant

Timothy A. Card, CIPM

Principal/Director Client Services

Christopher Caseley

Principal/Sr. Investment Associate

Cynthia Castonguay, IACCP

Sr. Compliance Analyst II

Janet L. Chapman

Research Analyst

Jonathan S. Crafts, CAIA

Principal/Sr. Director Research

Jeffrey R. Croteau, CFA

Managing Principal/Consultant

Patrick J. Curry

Principal/Director Client Services

Gregory C. DeSisto, CFA

Managing Principal/Consultant

Valentina Teslenko Dingle

Managing Principal/Chief Diversity Officer

Sean Dubois, CFA

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. Investment Operations Associate

Jared A. Fuller, CAIA

Principal/Head of Research

Nicole M. Gadsby

Principal/Sr. Performance Analyst

Tanya Geier, IACCP

Principal/Director Compliance

Arman Gevorgyan, CFA, CAIA

Principal/Director Research

Matt D. Graef

Operational Due Diligence Analyst

Marcus Gray, CFA

Principal/Investment Associate

Laura Hampe, SHRM-CP

Head of HR and Business Operations

Russell P. Harris, CFA, CAIA

Associate Director Research

George J. Hauptfuhrer, CFA

Consultant

Sean T. Higman

Principal/Consultant

Nicholai D. Hill, CFA, CAIA

Principal/Sr. Investment Associate

Pamela H. Hochstadt

Principal/Sr. Director Research

Jonathan A. Hornbeck, CIPM

Sr. Data Engineering Associate

Timothy M. Jarry, CFA, CPA

Principal/Consultant

Gregory C. Johnson, CFA

Managing Principal/Consultant

John S. Kane, CFA

Principal/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

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/Information Group Manager

Olivia T. Loos

Principal/Sr. Application Development Associate

Thomas P. Lupone

Principal/Consultant

Jesse M. Lynch, CFA

Principal/Sr. Director Research

Ian D. MacPherson, CFA, CAIA

Principal/Consultant

Brian J. Matthews, CFA, CAIA

Principal/Consultant

William F. McCarron

President and Managing Principal/Consultant

Nathan R. McCue

Principal/Associated Director, Lead Application Developer

Alexander K. McKinnon, CFA, JD

Principal/Associate Consultant

Jordan R. Meyers

Investment Associate

Richard M. Morrison, CFA

Principal/Director of Investment Strategy

Liz K. Mullen

Principal/Sr. Director Business Development

Amara L. Noel, SHRM-SCP, PHR

Principal/Sr. HR Business Partner

Carol L. O’Neale, CFA

Principal/Consultant

Ryan T. O’Quinn, CFA

Principal/Consultant

Jessica F. Patten, CFA

Principal/Head of Research

Vanessa M. Pearl, CPA

Chief Financial Officer

Russell Peirce

Sr. Marketing Associate

Brian M. Pimentel, CAIA

Principal/Consultant

Catherine Powers, CFA

Principal/Consultant

Jon L. Prime

Founder/Consultant

Taylor Provost

Sr. Investment Associate

Tyler E. Racca

Research Associate

Marshall Raucci, Jr.

Sr. Consultant/Fmr. Managing Principal

Christopher Regan

Principal/Chief Operating Officer

Nathan A. Reid, CFA, CAIA

Principal/Associate Consultant

Daniel M. Ricci, CFA

Principal/Sr. Director Information Systems

Stephen E. Roche

Principal/Director Client Services

Rachel Rymaszewski

Research Analyst

Christopher R. Shaw, CAIA

Principal/Consultant

John M. Shea, CFA

Research Associate

Courtney E. Silva

Principal/Accounting Administrator I

Brittany Siter

Legal and Compliance Analyst I

Zachary E. Smith, CFA, CIPM

Sr. Investment Associate

Dylan Smith, CFA

Investment Associate

Michelle T. Tarr

Principal/Sr. Investment Associate

Allie Thaggard, CAIA

Investment Associate

Robert J. Thompson, CAIA

Principal/Sr. Director Research

Sarah C. Todd

Principal/Sr. Research Associate

Emily Tylki

Sr. Performance Analyst

Karen A. Vasquez, CFA, CAIA

Principal/Chief Information & Technology Officer

Kelsey Wallingford, SHRM-CP

Sr. HR Business Partner

Benjamin 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

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.

Careers

Our People

Find out more about Portsmouth and our current job opportunities.

Find out more about Portsmouth
and our current job opportunities.