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
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Emily Agnew, CFA

Director of Operational Due Diligence

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Nicholas Anderson

OCIO Investment Analyst

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Andrea Beatty

Sr. Document Management Specialist

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Matthew Berardino, CAIA, CIPM

Principal/Director of Client Services

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Valerie Berezin, CPA

Consultant

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Gregory C. Berry

Principal/Research Analyst

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Bryan P. Bolte, CAIA

Principal/Consultant

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Timothy A. Card, CIPM

Principal/Unit Leader/Sr. Investment Analyst

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Christopher Caseley

Principal/Sr. Investment Analyst

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Cynthia Castonguay, IACCP

Sr. Compliance Specialist

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Janet L. Chapman

Research Support 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/Unit Leader/Sr. Investment Analyst

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Gregory C. DeSisto, CFA

Managing Principal/Consultant

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Valentina Teslenko Dingle

Managing Principal/Chief Diversity Officer

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Sean Dubois, CFA

Investment Analyst

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Evan T. Dwyer, CFA

Research Support Analyst

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Ryan J. Fanning

Principal/Research Analyst - Global Equity

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Tom J. Ferraro

Investment Analyst

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Robert J. 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/Sr. Operations Analyst

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Jared A. Fuller, CAIA

Principal/Co-Head of Research

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Nicole M. Gadsby

Principal/OCIO Performance Analyst

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Tanya Geier, IACCP

Principal/Director of Compliance

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Arman Gevorgyan, CFA, CAIA

Principal/Research Analyst - Global Equity

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Matt D. Graef

Operational Due Diligence Associate

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Marcus Gray, CFA

Principal/Investment Analyst

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Laura Hampe, SHRM-CP

Director of Human Resources and Business Operations

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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, CAIA

Principal/Sr. OCIO Investment Analyst

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Pamela H. Hochstadt

Principal/Co-Head of Flexible Capital

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Jonathan A. Hornbeck, CIPM

Sr. Data Engineer

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Dennis A. Horten

Research Associate - Fixed Income

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Timothy M. Jarry, CFA, CPA

Principal/Consultant

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Gregory C. Johnson, CFA

Managing Principal/Consultant

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John S. Kane, CFA

Principal/Consultant

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Robert M. Kizik, CFA, CAIA

Principal/Head of Fixed Income

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Marcia S. Kovalik, J.D.

Managing Principal/General Counsel and Chief Compliance Officer

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Nicolle M. Lagasse

Principal/Operations Manager

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Kevin Lavigne

Sr. Operations Analyst

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Adam W. Leech

Principal/Senior Associate

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Adam J. Lerner, CFA

Principal/Co-Head of Global Equity

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Caitlyn Lessard

Sr. Operations/Custody Analyst

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Suzanne L. Libby

Principal/Information Group Manager

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Olivia T. Loos

Principal/Sr. Application Developer

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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/Consultant

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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

Principal/Consulting Analyst

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Jordan R. Meyers

Investment Analyst

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Jason P. Mignone

Research Support Analyst

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Richard M. Morrison, CFA

Principal/Director of Investment Strategy

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Liz K. Mullen

Principal/Director of Business Development

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Amara L. Noel, SHRM-SCP, PHR

Principal/HR Business Partner

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Carol L. O’Neale, CFA

Principal/Consultant

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Ryan T. O’Quinn, CFA

Principal/Consultant

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Jessica F. Patten, CFA

Principal/Co-Head of Research

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Vanessa M. Pearl, CPA

Chief Financial Officer

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Trevor S. Pearson, CIPM

Business Development Associate

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Russell Peirce

Business Development Specialist

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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/Consultant

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Taylor Provost

Sr. Investment Analyst

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Tyler E. Racca

Research Associate - Private Equity & Real Assets

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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

Principal/Consulting Analyst

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Daniel M. Ricci, CFA

Principal/Director of Information Systems

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Stephen E. Roche

Principal/Unit Leader/OCIO Sr. Investment Analyst

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Rachel Rymaszewski

MAI Research Support Analyst

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Christopher R. Shaw, CAIA

Principal/Consultant

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John M. Shea, CFA

Research Analyst - Defined Contrib.

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Courtney E. Silva

Principal/Accounting Specialist

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Brittany Siter

Legal and Compliance Specialist

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Zachary E. Smith, CFA, CIPM

Sr. Investment Analyst

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Dylan Smith, CFA

Investment Analyst

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Michelle T. Tarr

Principal/Sr. Investment Analyst

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Allie Thaggard, CAIA

Investment Analyst

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Robert J. Thompson, CAIA

Principal/Co-Head of Flexible Capital

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Sarah C. Todd

Principal/Sr. Research Associate

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Emily Tylki

Sr. Performance Analyst

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Karen A. Vasquez, CFA, CAIA

Principal/Chief Information & Technology Officer

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Kelsey Wallingford, SHRM-CP

Talent Acquisition Business Partner

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Benjamin Waterhouse

Sr. Performance Analyst

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Evan J. Williams, CFA, CAIA

Principal/Consulting Analyst

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Brantley Wilson

Sr. Performance Analyst

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Kai Xu

Investment Analyst

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Carrie Xu, CFA

OCIO Investment Analyst

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Lifan Yang, CFA

Principal/Unit Leader/Sr. Investment Analyst

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Gul Yanmaz-Karsligil, CFA

Private Capital Research 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