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

Director of Operational Due Diligence

Nicholas Anderson

OCIO Investment Analyst

Andrea Beatty

Sr. Document Management Specialist

Matthew Berardino, CAIA, CIPM

Principal/Director of Client Services

Valerie Berezin, CPA

Consultant

Gregory C. Berry

Principal/Research Analyst

Bryan P. Bolte, CAIA

Principal/Consultant

Timothy A. Card, CIPM

Principal/Unit Leader/Sr. Investment Analyst

Christopher Caseley

Principal/Sr. Investment Analyst

Cynthia Castonguay, IACCP

Sr. Compliance Specialist

Janet L. Chapman

Research Support Analyst

Jonathan S. Crafts, CAIA

Principal/Research Analyst - Private Capital

Jeffrey R. Croteau, CFA

Managing Principal/Consultant

Patrick J. Curry

Principal/Unit Leader/Sr. Investment Analyst

Gregory C. DeSisto, CFA

Managing Principal/Consultant

Valentina Teslenko Dingle

Managing Principal/Chief Diversity Officer

Sean Dubois, CFA

Investment Analyst

Evan T. Dwyer, CFA

Research Support Analyst

Ryan J. Fanning

Principal/Research Analyst - Global Equity

Tom J. Ferraro

Investment Analyst

Robert J. Fink, CFA, CAIA

Investment Analyst

Tara L. Forcier, CIPM

Principal/Sr. Investment Analyst

Jon M. Forman

Principal/Sr. Operations Analyst

Jared A. Fuller, CAIA

Principal/Co-Head of Research

Nicole M. Gadsby

Principal/OCIO Performance Analyst

Tanya Geier, IACCP

Principal/Director of Compliance

Arman Gevorgyan, CFA, CAIA

Principal/Research Analyst - Global Equity

Matt D. Graef

Operational Due Diligence Associate

Marcus Gray, CFA

Principal/Investment Analyst

Laura Hampe, SHRM-CP

Director of Human Resources and Business Operations

Russell P. Harris, CFA, CAIA

Research Analyst - Private Capital/Real Assets

George J. Hauptfuhrer, CFA

Consultant

Sean T. Higman

Principal/Consultant

Nicholai D. Hill, CFA, CAIA

Principal/Sr. OCIO Investment Analyst

Pamela H. Hochstadt

Principal/Co-Head of Flexible Capital

Jonathan A. Hornbeck, CIPM

Sr. Data Engineer

Dennis A. Horten

Research Associate - Fixed Income

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/Head of Fixed Income

Marcia S. Kovalik, J.D.

Managing Principal/General Counsel and Chief Compliance Officer

Nicolle M. Lagasse

Principal/Operations Manager

Kevin Lavigne

Sr. Operations Analyst

Adam W. Leech

Principal/Senior Associate

Adam J. Lerner, CFA

Principal/Co-Head of Global Equity

Caitlyn Lessard

Sr. Operations/Custody Analyst

Suzanne L. Libby

Principal/Information Group Manager

Olivia T. Loos

Principal/Sr. Application Developer

Thomas P. Lupone

Principal/Consultant

Jesse M. Lynch, CFA

Principal/Real Assets & Private Capital Research Analyst

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/Lead Application Developer

Alexander K. McKinnon, CFA, JD

Principal/Consulting Analyst

Jordan R. Meyers

Investment Analyst

Jason P. Mignone

Research Support Analyst

Richard M. Morrison, CFA

Principal/Director of Investment Strategy

Liz K. Mullen

Principal/Director of Business Development

Amara L. Noel, SHRM-SCP, PHR

Principal/HR Business Partner

Carol L. O’Neale, CFA

Principal/Consultant

Ryan T. O’Quinn, CFA

Principal/Consultant

Jessica F. Patten, CFA

Principal/Co-Head of Research

Vanessa M. Pearl, CPA

Chief Financial Officer

Trevor S. Pearson, CIPM

Business Development Associate

Russell Peirce

Business Development Specialist

Brian M. Pimentel, CAIA

Principal/Consultant

Catherine Powers, CFA

Principal/Consultant

Jon L. Prime

Founder/Consultant

Taylor Provost

Sr. Investment Analyst

Tyler E. Racca

Research Associate - Private Equity & Real Assets

Marshall Raucci, Jr.

Sr. Consultant/Fmr. Managing Principal

Christopher Regan

Principal/Chief Operating Officer

Nathan A. Reid, CFA, CAIA

Principal/Consulting Analyst

Daniel M. Ricci, CFA

Principal/Director of Information Systems

Stephen E. Roche

Principal/Unit Leader/OCIO Sr. Investment Analyst

Rachel Rymaszewski

MAI Research Support Analyst

Christopher R. Shaw, CAIA

Principal/Consultant

John M. Shea, CFA

Research Analyst - Defined Contrib.

Courtney E. Silva

Principal/Accounting Specialist

Brittany Siter

Legal and Compliance Specialist

Zachary E. Smith, CFA, CIPM

Sr. Investment Analyst

Dylan Smith, CFA

Investment Analyst

Michelle T. Tarr

Principal/Sr. Investment Analyst

Allie Thaggard, CAIA

Investment Analyst

Robert J. Thompson, CAIA

Principal/Co-Head of Flexible Capital

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

Talent Acquisition Business Partner

Benjamin Waterhouse

Sr. Performance Analyst

Evan J. Williams, CFA, CAIA

Principal/Consulting Analyst

Brantley Wilson

Sr. Performance Analyst

Kai Xu

Investment Analyst

Carrie Xu, CFA

OCIO Investment Analyst

Lifan Yang, CFA

Principal/Unit Leader/Sr. Investment Analyst

Gul Yanmaz-Karsligil, CFA

Private Capital Research Analyst

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.