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/Head of Operational Due Diligence

Nicholas Anderson

Principal/Sr. OCIO Investment Associate

Catherine M. Anderson

Sr. Legal Counsel

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

Principal/Chief Financial Officer

Melissa Busiek

Principal/Investment Operations Associate

Timothy A. Card, CIPM

Principal/Senior Director Client Services

Christopher Caseley

Principal/Sr. Investment Associate

Cynthia Castonguay, IACCP

Principal/Associate Director, Compliance

Janet L. Chapman

Principal/Sr, Research Analyst

Jonathan S. Crafts, CAIA

Principal/Senior Director Research, Private Capital

Desiree Crossley

Principal/Associate Director - Marketing

Patrick J. Curry

Principal/Senior Director Client Services

Gregory C. DeSisto, CFA

Principal/Sr. Consultant

Taylor Fahmy, CAIA

Principal/Sr. Investment Associate

Ryan J. Fanning

Principal/Senior Director Research, Global Equity

Brittany S. Ferraro

Associate, Legal Operations & Cybersecurity Compliance

Tara L. Forcier, CIPM

Principal/Sr. Investment Associate

Jon M. Forman

Principal/Senior Operations Analyst

Mikaela French, J.D.

Associate Counsel

Nicole M. Gadsby

Principal/Sr. Performance Analyst

Tanya Geier, IACCP

Principal/Director Compliance, Risk and Policy

Arman Gevorgyan, CFA, CAIA

Principal/Director Research, Private Equity

Matthew D. Graef

Operational Due Diligence Associate

Marcus Gray, CFA, CAIA

Principal/Senior Investment Associate

Laura Hampe, SHRM-CP

Principal/Head of HR and Business Operations

Nicholai D. Hill, CFA, CAIA

Principal/Associate Consultant

Pamela H. Hochstadt

Managing Principal/Senior Director Research, Flexible Capital

Jonathan A. Hornbeck, CIPM

Principal/Associate Director, Data Engineering

Craig Huff, CFA

Investment/Custody Associate

Timothy M. Jarry, CFA, CPA

Principal/Sr. Consultant/Treasurer

Gregory C. Johnson, CFA

Managing Principal/Sr. Consultant

Amanda R. Kane, CAIA

Director, Research – Private Equity

John S. Kane, CFA

Principal/Sr. Consultant

Robert M. Kizik, CFA, CAIA

Principal/Sr. Director Research

Nicolle M. Lagasse

Principal/Associate Director Investment Operations

Kevin Lavigne

Principal/Investment Operations Associate

Adam W. Leech

Principal/Sr. Director, Marketing & Business Development

Adam J. Lerner, CFA

Principal/Sr. Director Research

Suzanne L. Libby

Principal/Sr. Information Group Manager

Mikala E. Lippert

Sr. Performance Analyst

Benjamin Lockhart, CFA

Senior Investment Associate

Olivia T. Loos

Principal/Associate Director, Information Systems

Thomas P. Lupone

Principal/Sr. Consultant

Jesse M. Lynch, CFA

Principal/Senior Director Research, Real Assets

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

Madeline McCarthy

Research Analyst

Nathan R. McCue

Principal/Director, Information Systems

Alexander K. McKinnon, CFA, JD

Principal/Associate Consultant

Jordan R. Meyers, CFA

Principal/Sr. Investment Associate

Richard M. Morrison, CFA

Principal/Sr. Consultant/Director of Investment Strategy

Steve Nelson

Director of Consulting

Amara L. Noel, SHRM-SCP, PHR

Principal/Sr. HR Business Partner

Kellie K. O’Connell

Principal/Sr. Executive Assistant/Intern Program Coordinator

Katie H. O’Malley, CFA

Investment Associate

Carol L. O’Neale, CFA

Principal/Consultant

Ryan T. O’Quinn, CFA

Managing Principal/Sr. Consultant

Jessica F. Patten, CFA

Principal/Head of Research

Russell Peirce

Sr. Marketing Associate

Brian M. Pimentel, CAIA

Principal/Senior Consultant

Catherine A. Powers, CFA

Principal/Sr. Consultant

Jon L. Prime

Founder/Sr. Consultant

Tyler E. Racca

Principal/Sr. Research Associate

Madison K. Randolph

Research Associate

Marshall Raucci, Jr.

Managing Principal Emeritus

Christopher Regan

Principal/Chief Operating Officer

Nathan A. Reid, CFA, CAIA

Principal/Consultant

Daniel M. Ricci, CFA

Managing Principal/Head of Information Systems

Clara Richards

Business Development Associate

Stephen E. Roche

Principal/Senior Director Client Services

Rachel Rymaszewski

Principal/Sr. Research Analyst

Eli Scribner

Sr. Business Development Associate

Lisa Sebesta, CFA

Principal/Consultant

Christopher R. Shaw, CAIA

Principal/Consultant

Courtney E. Silva

Principal/Staff Accountant

Dylan Smith, CFA

Investment Associate

Zachary E. Smith, CFA, CIPM

Sr. Investment Associate

Michelle T. Tarr

Principal/Sr. Investment Associate

Allie Thaggard, CFA, CAIA

Principal/Director Client Services

Robert J. Thompson, CAIA

Principal/Sr. Director Research

Sarah C. Todd

Principal/Associate Director Research, Global Equity

Nghia Tran

Sr. Research Analyst

Emily Tylki, CAIA

Investment Associate

Brian J. VanDelinder

Chief Compliance Officer

Karen A. Vasquez, CFA, CAIA

Principal/Chief Information & Technology Officer

Kelsey Wallingford, SHRM-CP

Sr. Human Resources Business Partner

Benjamin J. Waterhouse, CFA

Investment Associate

Brantley Wilson

Investment Associate

Tim Wong, CFA, CAIA, CIPM

Investment Associate

Kai Xu

Sr. Investment Associate

Carrie Xu, CFA

Investment Associate

Lifan Yang, CFA

Principal/Director Client Services

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