Prime, Buchholz & Associates
Industry: Company
DescriptionFounded: 1988 Subsidiary: Prime Buchholz & Associates Inc., Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportPrime Buchholz LLCWebsiteDirections Saved (0) Saved Save Financial consultant in Portsmouth, New Hampshire Address: 273 Corporate Dr #250, Portsmouth, NH 03801 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday(Civil Rights Day/Martin Luther King Jr. Day)8:30AM–5:30PMHours might differTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (603) 433-1143Category: : : : : Place name: : : Website: Website: http://www.primebuchholz.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Prime Buchholz LLC Posting publicly on the Web Write a review Reviews Be the first to review
Prime, Buchholz & Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Prime, Buchholz & Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Prime, Buchholz & Associates Salaries. You can even request information on how much does Prime, Buchholz & Associates pay if you want to. Learn about salaries, pros and cons of working for Prime, Buchholz & Associates directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
117 Prime, Buchholz & Associates employees in database. Find out everything there's to know about Prime, Buchholz & Associates employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Prime, Buchholz & Associates Employees
Employee
Years
Job
Industry
Matthew Wolfe Matthew Wolfe's Prime, Buchholz & Associates Experience March 2011 - November 2013
Job Vice President of Investments at PSM Clean Energy
Industry Investment Management
Experience
PSM Clean Energy November 2014 - Present
MassChallenge May 2015 - Present
Brighton House Associates February 2014 - October 2014
Prime, Buchholz & Associates March 2011 - November 2013
Wells Fargo May 2008 - October 2010
The Stubblebine Company May 2006 - May 2008
Skills
Wealth Management, Pensions, Investments, Portfolio Management, Asset Allocation, New Business Development, Series 7, Asset Management, Mutual Funds, Equities, Strategic Financial..., Alternative Investments, Investment Advisory, Bloomberg, Investment Strategies, Hedge Funds, Due Diligence, Private Equity, Financial Advisory, Financial Services
Education
Gordon College 2002 — 2006
Bachelor of Arts, Finance
Colonie Central High School 1998 — 2002
PSM Clean Energy November 2014 - Present
MassChallenge May 2015 - Present
Brighton House Associates February 2014 - October 2014
Prime, Buchholz & Associates March 2011 - November 2013
Wells Fargo May 2008 - October 2010
The Stubblebine Company May 2006 - May 2008
Skills
Wealth Management, Pensions, Investments, Portfolio Management, Asset Allocation, New Business Development, Series 7, Asset Management, Mutual Funds, Equities, Strategic Financial..., Alternative Investments, Investment Advisory, Bloomberg, Investment Strategies, Hedge Funds, Due Diligence, Private Equity, Financial Advisory, Financial Services
Education
Gordon College 2002 — 2006
Bachelor of Arts, Finance
Colonie Central High School 1998 — 2002
Tyler Snover Tyler Snover's Prime, Buchholz & Associates Experience May 2011 - August 2011
Job Investment Banking Analyst at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies March 2015 - Present
KPMG Corporate Finance LLC July 2013 - March 2015
Resource Land Holdings January 2012 - May 2012
Prime, Buchholz & Associates May 2011 - August 2011
Education
Colorado College 2010 — 2013
Bachelor of Arts (B.A.), Economics
D.A. Davidson Companies March 2015 - Present
KPMG Corporate Finance LLC July 2013 - March 2015
Resource Land Holdings January 2012 - May 2012
Prime, Buchholz & Associates May 2011 - August 2011
Education
Colorado College 2010 — 2013
Bachelor of Arts (B.A.), Economics
Joe DiFilippo's Prime, Buchholz & Associates Experience December 2014 - May 2015
Job Business Consultant at Meteorix
Industry Computer Software
Experience
Meteorix June 2015 - Present
Prime, Buchholz & Associates December 2014 - May 2015
Towers Watson July 2013 - December 2014
Bank of America Merrill Lynch September 2012 - December 2012
Raytheon May 2012 - August 2012
Skills
Microsoft Excel, Workday, Data Analysis, Microsoft Office, Team Leadership, Leadership, Public Speaking, Team Building, Microsoft Word, Analysis, Social Networking, PowerPoint, Finance, Social Media, Financial Analysis, Research, Consulting, Project Delivery, SaaS, Enterprise Software
Education
Boston University Questrom School of Business 2009 — 2013
BSBA, Bachelor of Science, Business Administration, Concentration in Finance
Pope John XXIII High School 2005 — 2009
High School
Meteorix June 2015 - Present
Prime, Buchholz & Associates December 2014 - May 2015
Towers Watson July 2013 - December 2014
Bank of America Merrill Lynch September 2012 - December 2012
Raytheon May 2012 - August 2012
Skills
Microsoft Excel, Workday, Data Analysis, Microsoft Office, Team Leadership, Leadership, Public Speaking, Team Building, Microsoft Word, Analysis, Social Networking, PowerPoint, Finance, Social Media, Financial Analysis, Research, Consulting, Project Delivery, SaaS, Enterprise Software
Education
Boston University Questrom School of Business 2009 — 2013
BSBA, Bachelor of Science, Business Administration, Concentration in Finance
Pope John XXIII High School 2005 — 2009
High School
Jeffrey Croteau Jeffrey Croteau's Prime, Buchholz & Associates Experience 2000 - Present
Job Principal/Consultant at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates 2000 - Present
William M. Mercer, Inc. 1997 - 2000
Education
Northeastern University 1993 — 1998
BS, Mathematics
Prime, Buchholz & Associates 2000 - Present
William M. Mercer, Inc. 1997 - 2000
Education
Northeastern University 1993 — 1998
BS, Mathematics
Andrea St. Germain Andrea St. Germain's Prime, Buchholz & Associates Experience July 2006 - Present
Job Senior Data Analyst at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates July 2006 - Present
Historicus, Inc. April 2004 - July 2006
University of New Hampshire June 2003 - April 2004
Skills
Data Analysis, Microsoft Excel, Project Management, Customer Service, Financial Analysis, Research, Public Speaking, Financial Modeling
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Prime, Buchholz & Associates July 2006 - Present
Historicus, Inc. April 2004 - July 2006
University of New Hampshire June 2003 - April 2004
Skills
Data Analysis, Microsoft Excel, Project Management, Customer Service, Financial Analysis, Research, Public Speaking, Financial Modeling
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Deborah Sprague's Prime, Buchholz & Associates Experience September 1994 - March 2004
Job Associate Director, Content and Project Management
Industry Nonprofit Organization Management
Experience
AARP February 2012 - Present
Sprague Consulting, making a common good connection January 2010 - Present
Twestival Global January 2011 - June 2011
NYC Venture Philanthropy Fund June 2010 - January 2011
AARP New Hampshire January 2008 - January 2010
New Hampshire Public Television 2006 - 2008
Measured Progress 2004 - 2006
Prime, Buchholz & Associates September 1994 - March 2004
Skills
Public Relations, Fundraising, Nonprofits, Social Media, Event Planning, Community Outreach, Social Media Marketing, Leadership, Non-profits, Strategy, Marketing Communications, Creative Services, Project Management, Program Development, Volunteer Management, Strategic Communications, Program Management, Strategic Partnerships, Marketing, SharePoint, CMS, Copywriting, Copy Editing, Marketing Copy
Education
University of Massachusetts, Amherst 2009 — 2011
B.A., Business Studies/Corporate Responsibility
AARP February 2012 - Present
Sprague Consulting, making a common good connection January 2010 - Present
Twestival Global January 2011 - June 2011
NYC Venture Philanthropy Fund June 2010 - January 2011
AARP New Hampshire January 2008 - January 2010
New Hampshire Public Television 2006 - 2008
Measured Progress 2004 - 2006
Prime, Buchholz & Associates September 1994 - March 2004
Skills
Public Relations, Fundraising, Nonprofits, Social Media, Event Planning, Community Outreach, Social Media Marketing, Leadership, Non-profits, Strategy, Marketing Communications, Creative Services, Project Management, Program Development, Volunteer Management, Strategic Communications, Program Management, Strategic Partnerships, Marketing, SharePoint, CMS, Copywriting, Copy Editing, Marketing Copy
Education
University of Massachusetts, Amherst 2009 — 2011
B.A., Business Studies/Corporate Responsibility
Patrick Parisi Patrick Parisi's Prime, Buchholz & Associates Experience January 1995 - October 1998
Job Director, Investment Advisory Services at CTC | myCFO. A part of BMO Financial Group.
Industry Investment Management
Experience
CTC myCFO June 2012 - Present
RiverWoods at Exeter 2009 - 2013
CTC Consulting March 2004 - June 2012
Greycourt September 2001 - February 2004
Monticello Associates January 2001 - September 2001
New England Pension Consultants 1998 - 2000
Prime, Buchholz & Associates January 1995 - October 1998
Skills
Investment Advisory..., Manager Selection, Asset Allocation, Asset Managment, Hedge Funds, Alternative Investments, Investments, Private Equity, Portfolio Management, Equities, Financial Modeling, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Asset Management, Wealth Management, Investment Advisory
Education
University of New Hampshire 1993 — 1996
BS, Business Administration
Salem High School 1989 — 1992
CTC myCFO June 2012 - Present
RiverWoods at Exeter 2009 - 2013
CTC Consulting March 2004 - June 2012
Greycourt September 2001 - February 2004
Monticello Associates January 2001 - September 2001
New England Pension Consultants 1998 - 2000
Prime, Buchholz & Associates January 1995 - October 1998
Skills
Investment Advisory..., Manager Selection, Asset Allocation, Asset Managment, Hedge Funds, Alternative Investments, Investments, Private Equity, Portfolio Management, Equities, Financial Modeling, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Asset Management, Wealth Management, Investment Advisory
Education
University of New Hampshire 1993 — 1996
BS, Business Administration
Salem High School 1989 — 1992
Jessica Cotton Messina Jessica Cotton Messina's Prime, Buchholz & Associates Experience 2003 - 2004
Job Maintenance Sales SIMATIC IT
Industry Computer Software
Experience
Siemens PLM Software November 2008 - Present
Sig Sauer October 2007 - April 2008
City of Dover, NH January 2005 - October 2007
Prime, Buchholz & Associates 2003 - 2004
Scudder Kemper Investment 1990 - 1997
Coopers & Lybrand 1989 - 1995
Skills
Microsoft Office, Budgeting, Administration, Project Coordination, Requirements Analysis, Retail, Presentation Development, CRM, Budgets, Management, Microsoft Office 2007, Outlook, System Administration, Customer Service, Social Networking, Accounts Payable, Manuals, Marketing, Process Improvement, Strategic Planning, Administrative..., PowerPoint, Office Management
Education
Patten University 2014 — 2016
Bachelor of Arts (B.A.), Management
Centenary College 1985 — 1987
AS - Liberal Arts, Equine Studies
Northeastern University 1983 — 1984
Business
Andover High School 1980 — 1984
Siemens PLM Software November 2008 - Present
Sig Sauer October 2007 - April 2008
City of Dover, NH January 2005 - October 2007
Prime, Buchholz & Associates 2003 - 2004
Scudder Kemper Investment 1990 - 1997
Coopers & Lybrand 1989 - 1995
Skills
Microsoft Office, Budgeting, Administration, Project Coordination, Requirements Analysis, Retail, Presentation Development, CRM, Budgets, Management, Microsoft Office 2007, Outlook, System Administration, Customer Service, Social Networking, Accounts Payable, Manuals, Marketing, Process Improvement, Strategic Planning, Administrative..., PowerPoint, Office Management
Education
Patten University 2014 — 2016
Bachelor of Arts (B.A.), Management
Centenary College 1985 — 1987
AS - Liberal Arts, Equine Studies
Northeastern University 1983 — 1984
Business
Andover High School 1980 — 1984
Matthew Abrams, MBA Matthew Abrams, MBA's Prime, Buchholz & Associates Experience June 2010 - August 2011
Job Senior Portfolio Analytics & Attribution Analyst (Equity/Hedge Funds) at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2011 - Present
North Reading A's Baseball Club (not-for-profit Baseball Team) January 2012 - August 2014
Prime, Buchholz & Associates June 2010 - August 2011
Centerpoint Advisors January 2009 - June 2010
The Colony Group May 2007 - October 2008
CampusCareerCenter.com December 2006 - May 2007
Commonwealth Financial Network July 2004 - September 2006
Skills
Bloomberg, Asset Management, Investments, Asset Allocation, Investment Strategies, Investment Advisory, Business Analysis, Financial Analysis, Analytics, Financial Modeling, Portfolio Management, Team Leadership, Finance, Mutual Funds, Excel, Hedge Funds, Long/Short Equity, Factset, Advent, Financial Planning, Word, Performance Attribution, Alternative Investments, Community Outreach, PowerPoint, Tax Preparation, Estate Tax Planning, SQL, Access, Morningstar, Retirement Planning, Retirement Savings, IRA's, Data Analysis, Market Analysis, MBA Finance, Financial Reporting, Financial Accounting, Project Finance, International Finance, Personal Finance, Investment Properties, Proposal Preparation, Capital Allocation, Cost Allocation, Expense Budgeting, Lipper, Derivatives, Performance Management, Equity Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MBA, Finance
Bentley University 2002 — 2006
Bachelor of Science (BS), Finance
Royal Melbourne Institute of Technology 2004 — 2004
Study Abroad Program, Study Abroad Program, Finance
Putnam Investments August 2011 - Present
North Reading A's Baseball Club (not-for-profit Baseball Team) January 2012 - August 2014
Prime, Buchholz & Associates June 2010 - August 2011
Centerpoint Advisors January 2009 - June 2010
The Colony Group May 2007 - October 2008
CampusCareerCenter.com December 2006 - May 2007
Commonwealth Financial Network July 2004 - September 2006
Skills
Bloomberg, Asset Management, Investments, Asset Allocation, Investment Strategies, Investment Advisory, Business Analysis, Financial Analysis, Analytics, Financial Modeling, Portfolio Management, Team Leadership, Finance, Mutual Funds, Excel, Hedge Funds, Long/Short Equity, Factset, Advent, Financial Planning, Word, Performance Attribution, Alternative Investments, Community Outreach, PowerPoint, Tax Preparation, Estate Tax Planning, SQL, Access, Morningstar, Retirement Planning, Retirement Savings, IRA's, Data Analysis, Market Analysis, MBA Finance, Financial Reporting, Financial Accounting, Project Finance, International Finance, Personal Finance, Investment Properties, Proposal Preparation, Capital Allocation, Cost Allocation, Expense Budgeting, Lipper, Derivatives, Performance Management, Equity Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MBA, Finance
Bentley University 2002 — 2006
Bachelor of Science (BS), Finance
Royal Melbourne Institute of Technology 2004 — 2004
Study Abroad Program, Study Abroad Program, Finance
Valentina Dingle's Prime, Buchholz & Associates Experience December 2007 - Present
Job Head of Marketing at Institutional Investment Consulting Firm
Industry Investment Management
Experience
Prime, Buchholz & Associates December 2007 - Present
Calypso Communications 2007 - 2007
AARP Financial 2005 - 2007
Citizens Advisers 2001 - 2005
NewRiver, Inc. 1998 - 2001
Fidelity Investments 1998 - 1998
Allmerica Financial 1990 - 1997
Education
Anna Maria College
MBA
Purdue University
B.A.
Prime, Buchholz & Associates December 2007 - Present
Calypso Communications 2007 - 2007
AARP Financial 2005 - 2007
Citizens Advisers 2001 - 2005
NewRiver, Inc. 1998 - 2001
Fidelity Investments 1998 - 1998
Allmerica Financial 1990 - 1997
Education
Anna Maria College
MBA
Purdue University
B.A.
Da Xiao's Prime, Buchholz & Associates Experience August 2015 - Present
Job Performance Analyst at Prime, Buchholz & Associates
Industry Insurance
Experience
Prime, Buchholz & Associates August 2015 - Present
Measured Progress June 2015 - Present
University of New Hampshire September 2014 - Present
University of New Hampshire May 2014 - May 2015
Skills
Statistics, Mathematics, Computer Repair, Chinese, Actuarial Science, JMP, R, Microsoft Word, Microsoft Excel, PowerPoint, SPSS, Time Management, Data Analysis, Matlab, Research, Microsoft Office, Access, Higher Education, SAS, Teamwork, Teaching
Education
University of New Hampshire 2014 — 2015
Master’s Degree, Statistics, 3.61
Drake University 2010 — 2013
Bachelor’s Degree, Actuarial Science, 2.97
Prime, Buchholz & Associates August 2015 - Present
Measured Progress June 2015 - Present
University of New Hampshire September 2014 - Present
University of New Hampshire May 2014 - May 2015
Skills
Statistics, Mathematics, Computer Repair, Chinese, Actuarial Science, JMP, R, Microsoft Word, Microsoft Excel, PowerPoint, SPSS, Time Management, Data Analysis, Matlab, Research, Microsoft Office, Access, Higher Education, SAS, Teamwork, Teaching
Education
University of New Hampshire 2014 — 2015
Master’s Degree, Statistics, 3.61
Drake University 2010 — 2013
Bachelor’s Degree, Actuarial Science, 2.97
Jordan Markham Jordan Markham's Prime, Buchholz & Associates Experience June 2013 - August 2013
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet July 2014 - Present
Ohio University Aquatic Center November 2013 - May 2014
Ohio University Derivatives Management Group May 2013 - May 2014
Ohio University October 2012 - May 2014
Ohio University Student Equity Management Group September 2012 - May 2014
Select Leadership Development Program May 2011 - May 2014
Connect, Ohio University College of Business September 2010 - May 2014
Aquatics Center, Ohio University Campus Recreation May 2012 - November 2013
Prime, Buchholz & Associates June 2013 - August 2013
Fun 'n' Stuff Amusement Inc. June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Accounting, Public Speaking, Leadership, Research, Management, Customer Service, Teamwork, Event Planning, Equity Research, Budgets, Project Planning, Data Analysis, Time Management, PowerPoint
Education
Ohio University 2010 — 2014
Finance & Accounting
Hudson High School
High School Diploma
Kent State University
Post, Secondary Program
FactSet July 2014 - Present
Ohio University Aquatic Center November 2013 - May 2014
Ohio University Derivatives Management Group May 2013 - May 2014
Ohio University October 2012 - May 2014
Ohio University Student Equity Management Group September 2012 - May 2014
Select Leadership Development Program May 2011 - May 2014
Connect, Ohio University College of Business September 2010 - May 2014
Aquatics Center, Ohio University Campus Recreation May 2012 - November 2013
Prime, Buchholz & Associates June 2013 - August 2013
Fun 'n' Stuff Amusement Inc. June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Accounting, Public Speaking, Leadership, Research, Management, Customer Service, Teamwork, Event Planning, Equity Research, Budgets, Project Planning, Data Analysis, Time Management, PowerPoint
Education
Ohio University 2010 — 2014
Finance & Accounting
Hudson High School
High School Diploma
Kent State University
Post, Secondary Program
Jennifer Tracey's Prime, Buchholz & Associates Experience April 2003 - August 2007
Job Online Database Administrator
Industry Hospitality
Experience
Lodging Econometrics March 2008 - Present
Prime, Buchholz & Associates April 2003 - August 2007
Morgan Stanley Smith Barney May 1999 - March 2003
Education
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1997
BS, Business Administration
Lodging Econometrics March 2008 - Present
Prime, Buchholz & Associates April 2003 - August 2007
Morgan Stanley Smith Barney May 1999 - March 2003
Education
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1997
BS, Business Administration
Kalee Willard Kalee Willard's Prime, Buchholz & Associates Experience August 2009 - August 2014
Job Associate Risk Analyst at Sprague Energy
Industry Financial Services
Experience
Sprague Energy September 2014 - Present
Prime, Buchholz & Associates August 2009 - August 2014
Putnam Investments 1999 - 2009
Skills
Asset Management, Asset Allocation, Bloomberg, Mutual Funds, Equities, Hedge Funds, Alternative Investments, Fixed Income, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
BS, Business Administration
Sprague Energy September 2014 - Present
Prime, Buchholz & Associates August 2009 - August 2014
Putnam Investments 1999 - 2009
Skills
Asset Management, Asset Allocation, Bloomberg, Mutual Funds, Equities, Hedge Funds, Alternative Investments, Fixed Income, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
BS, Business Administration
Jennifer Keefe's Prime, Buchholz & Associates Experience April 2009 - June 2010
Job Content Specialist at MicroArts Creative Agency
Industry Marketing and Advertising
Experience
MicroArts Creative Agency November 2013 - Present
New Hampshire Retirement Security Coalition February 2013 - November 2013
Seacoast, NH publications January 2013 - November 2013
TheLobbyNH.com October 2011 - December 2012
Foster's Daily Democrat June 2010 - October 2011
Prime, Buchholz & Associates April 2009 - June 2010
Foster's Daily Democrat October 2006 - April 2009
Skills
Editing, Newspaper, Copy Editing, Journalism, Webmaster Services, News Writing, Ap Style, Blogging, Newspapers, AP Style, Social Media, Editorial, Proofreading, Magazines, Newspaper Design, Public Relations, Newsletters, Copywriting, Storytelling, Publications, Public Speaking, Media Relations, Feature Articles, Social Media Marketing, Publishing, Press Releases, Breaking News, Interviews, Politics, SEO, Content Strategy, Facebook, Speech Writing, Content Development, Online Journalism
Education
University of New Hampshire 2002 — 2006
B.A., English and Journalism
MicroArts Creative Agency November 2013 - Present
New Hampshire Retirement Security Coalition February 2013 - November 2013
Seacoast, NH publications January 2013 - November 2013
TheLobbyNH.com October 2011 - December 2012
Foster's Daily Democrat June 2010 - October 2011
Prime, Buchholz & Associates April 2009 - June 2010
Foster's Daily Democrat October 2006 - April 2009
Skills
Editing, Newspaper, Copy Editing, Journalism, Webmaster Services, News Writing, Ap Style, Blogging, Newspapers, AP Style, Social Media, Editorial, Proofreading, Magazines, Newspaper Design, Public Relations, Newsletters, Copywriting, Storytelling, Publications, Public Speaking, Media Relations, Feature Articles, Social Media Marketing, Publishing, Press Releases, Breaking News, Interviews, Politics, SEO, Content Strategy, Facebook, Speech Writing, Content Development, Online Journalism
Education
University of New Hampshire 2002 — 2006
B.A., English and Journalism
Bryan Carr, CFA's Prime, Buchholz & Associates Experience November 2014 - Present
Job Investment Analyst at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates November 2014 - Present
Skills
Finance, Series 7, Mutual Funds, Series 63, Alternative Investments, Investments, Securities, Equities, Financial Modeling, Financial Analysis, Fixed Income, Investment Strategies, Portfolio Management, Asset Management, Strategic Financial..., Bloomberg, Investment Advisory
Education
University of Denver
BSBA
Prime, Buchholz & Associates November 2014 - Present
Skills
Finance, Series 7, Mutual Funds, Series 63, Alternative Investments, Investments, Securities, Equities, Financial Modeling, Financial Analysis, Fixed Income, Investment Strategies, Portfolio Management, Asset Management, Strategic Financial..., Bloomberg, Investment Advisory
Education
University of Denver
BSBA
Mehmood Saad Quedwai Mehmood Saad Quedwai's Prime, Buchholz & Associates Experience December 2009 - June 2012
Job Senior Analyst at Neuberger Berman MBA, CFA Level 2
Industry Investment Management
Experience
Neuberger Berman June 2012 - Present
Prime, Buchholz & Associates December 2009 - June 2012
360 Huntington Fund October 2009 - December 2009
360 Huntington Fund August 2009 - October 2009
Wellington Management May 2008 - August 2009
360 Huntington Fund January 2008 - May 2008
Northeastern University - Finance Department September 2007 - May 2008
Northeastern University - Finance Department September 2007 - March 2008
Evalueserve August 2006 - August 2007
Skills
Risk Management, Asset Allocation, Financial Modeling, Valuation, Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Performance Attribution, GIPS Compliance, Equities, Fixed Income, Alternative Investments, Hedge Funds, Biotechnology, Genetic Engineering, recombinant DNA..., Business Strategy, Trading, Private Equity, Investment Management, Equity Valuation, Capital Markets, Finance, Securities, Quantitative Analytics
Education
CFA Institute 2013 — 2014
CFA Level 2 candidate
Global Association of Risk Professionals (GARP) 2013 — 2014
FRM Part 1 candidate
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA, Finance & Investments
Jamia Hamdard 2004 — 2006
MSc, Biotechnology
Amity Institute of Biotechnology 2001 — 2004
BSc, Biotechnology
Delhi Public School - R. K. Puram 1996 — 2000
Science
Neuberger Berman June 2012 - Present
Prime, Buchholz & Associates December 2009 - June 2012
360 Huntington Fund October 2009 - December 2009
360 Huntington Fund August 2009 - October 2009
Wellington Management May 2008 - August 2009
360 Huntington Fund January 2008 - May 2008
Northeastern University - Finance Department September 2007 - May 2008
Northeastern University - Finance Department September 2007 - March 2008
Evalueserve August 2006 - August 2007
Skills
Risk Management, Asset Allocation, Financial Modeling, Valuation, Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Performance Attribution, GIPS Compliance, Equities, Fixed Income, Alternative Investments, Hedge Funds, Biotechnology, Genetic Engineering, recombinant DNA..., Business Strategy, Trading, Private Equity, Investment Management, Equity Valuation, Capital Markets, Finance, Securities, Quantitative Analytics
Education
CFA Institute 2013 — 2014
CFA Level 2 candidate
Global Association of Risk Professionals (GARP) 2013 — 2014
FRM Part 1 candidate
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA, Finance & Investments
Jamia Hamdard 2004 — 2006
MSc, Biotechnology
Amity Institute of Biotechnology 2001 — 2004
BSc, Biotechnology
Delhi Public School - R. K. Puram 1996 — 2000
Science
Zachary Leach's Prime, Buchholz & Associates Experience June 2011 - September 2012
Job Consultant at PA Consulting Group
Industry Management Consulting
Experience
PA Consulting Group October 2015 - Present
PA Consulting Group February 2014 - September 2015
Information Services Group October 2012 - January 2014
Prime, Buchholz & Associates June 2011 - September 2012
Living Wealth Partners, LLC 2009 - 2009
Skills
Financial Modeling, Asset Allocation, HTML, ThomsonOne, Consulting, Operational Excellence, Financial Analysis, IT Operations, IT Outsourcing, Vendor Contracts, Supplier Negotiation, Contract Negotiation, Business Process..., Alternative Investments, PARis, Dow Jones Private..., Modern Portfolio Theory, Preqin, C Programming, Investment Performance, Investment Advisory, MS Office
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
B.S, Finance and Economics, summa cum laude
PA Consulting Group October 2015 - Present
PA Consulting Group February 2014 - September 2015
Information Services Group October 2012 - January 2014
Prime, Buchholz & Associates June 2011 - September 2012
Living Wealth Partners, LLC 2009 - 2009
Skills
Financial Modeling, Asset Allocation, HTML, ThomsonOne, Consulting, Operational Excellence, Financial Analysis, IT Operations, IT Outsourcing, Vendor Contracts, Supplier Negotiation, Contract Negotiation, Business Process..., Alternative Investments, PARis, Dow Jones Private..., Modern Portfolio Theory, Preqin, C Programming, Investment Performance, Investment Advisory, MS Office
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
B.S, Finance and Economics, summa cum laude
Thomas Kleyn's Prime, Buchholz & Associates Experience May 2014 - August 2014
Job Research Intern at Russell Reynolds Associates
Industry Higher Education
Experience
Russell Reynolds Associates May 2015 - Present
Prime, Buchholz & Associates May 2014 - August 2014
Heritage Racquet and Pool Club 2010 - 2013
Ligon Discovery 2011 - 2011
Skills
Data Analysis, Team Leadership, Microsoft Excel, PowerPoint, iMovie, Youth Mentoring, Analysis, Econometrics, Event Planning, Leadership, Microsoft Office, Statistics, Research, Microsoft Word
Education
Amherst College 2012 — 2016
Bachelors, Economics
Concord-Carlisle High School (CCHS) 2008 — 2012
Russell Reynolds Associates May 2015 - Present
Prime, Buchholz & Associates May 2014 - August 2014
Heritage Racquet and Pool Club 2010 - 2013
Ligon Discovery 2011 - 2011
Skills
Data Analysis, Team Leadership, Microsoft Excel, PowerPoint, iMovie, Youth Mentoring, Analysis, Econometrics, Event Planning, Leadership, Microsoft Office, Statistics, Research, Microsoft Word
Education
Amherst College 2012 — 2016
Bachelors, Economics
Concord-Carlisle High School (CCHS) 2008 — 2012
Dana Samson Dana Samson's Prime, Buchholz & Associates Experience 2000 - 2004
Job Commercial Credit Manager at TD
Industry Banking
Experience
TD 2008 - Present
Rivergreen Bank 2007 - 2008
Pepperell Bank & Trust 2004 - 2007
Prime, Buchholz & Associates 2000 - 2004
Skills
Credit, Banking, Financial Analysis, Credit Analysis, Portfolio Management, Investments, Underwriting, Financial Modeling, Loans, Credit Risk, Finance, Risk Management, Business Analysis, Commercial Lending, Management, Commercial Banking
Education
Southern New Hampshire University 2012 — 2014
Graduate Certificate, Accounting
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
TD 2008 - Present
Rivergreen Bank 2007 - 2008
Pepperell Bank & Trust 2004 - 2007
Prime, Buchholz & Associates 2000 - 2004
Skills
Credit, Banking, Financial Analysis, Credit Analysis, Portfolio Management, Investments, Underwriting, Financial Modeling, Loans, Credit Risk, Finance, Risk Management, Business Analysis, Commercial Lending, Management, Commercial Banking
Education
Southern New Hampshire University 2012 — 2014
Graduate Certificate, Accounting
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Jacob Lehoux's Prime, Buchholz & Associates Experience June 2015 - Present
Job Client Service Intern at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates June 2015 - Present
Atkins Investment Group September 2013 - Present
Wentworth by the Sea Marina May 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Social Media, Teamwork, Research, Financial Analysis, Data Analysis, Time Management, Public Speaking, Business Analysis, Interpersonal Skills, Management, Investment Management, FactSet, Bloomberg Terminal, Fundamental Analysis
Education
University of New Hampshire 2012 — 2016
Bachelor’s Degree, Economics and International Affairs, 3.7 GPA
Université de Pau et des Pays de l'Adour 2014 — 2014
French Language, 3.7
Prime, Buchholz & Associates June 2015 - Present
Atkins Investment Group September 2013 - Present
Wentworth by the Sea Marina May 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Social Media, Teamwork, Research, Financial Analysis, Data Analysis, Time Management, Public Speaking, Business Analysis, Interpersonal Skills, Management, Investment Management, FactSet, Bloomberg Terminal, Fundamental Analysis
Education
University of New Hampshire 2012 — 2016
Bachelor’s Degree, Economics and International Affairs, 3.7 GPA
Université de Pau et des Pays de l'Adour 2014 — 2014
French Language, 3.7
Evan Williams Evan Williams's Prime, Buchholz & Associates Experience July 2015 - Present
Job Performance Analyst at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates July 2015 - Present
University of New Hampshire October 2014 - April 2015
Nvest Financial Group, LLC September 2012 - July 2014
Rockingham Athletic Club March 2006 - January 2013
Pentucket Bank May 2012 - August 2012
Department of Environmental Services (Concord, NH) May 2011 - August 2011
Skills
Outstanding..., Microsoft Excel, Microsoft Office, Data Analysis, Writing, Risk Analysis, Project Management, Databases, Financial Statement..., Problem Solving, Self Management, Investments, Investment Research
Education
University of New Hampshire 2014 — 2015
Master of Business Administration (MBA)
University of New Hampshire 2009 — 2013
BS, Finance, General
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Prime, Buchholz & Associates July 2015 - Present
University of New Hampshire October 2014 - April 2015
Nvest Financial Group, LLC September 2012 - July 2014
Rockingham Athletic Club March 2006 - January 2013
Pentucket Bank May 2012 - August 2012
Department of Environmental Services (Concord, NH) May 2011 - August 2011
Skills
Outstanding..., Microsoft Excel, Microsoft Office, Data Analysis, Writing, Risk Analysis, Project Management, Databases, Financial Statement..., Problem Solving, Self Management, Investments, Investment Research
Education
University of New Hampshire 2014 — 2015
Master of Business Administration (MBA)
University of New Hampshire 2009 — 2013
BS, Finance, General
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Jakob Cadorette Jakob Cadorette's Prime, Buchholz & Associates Experience September 2014 - Present
Job Performance Analyst Prime Buchholz
Industry Accounting
Experience
Prime, Buchholz & Associates September 2014 - Present
Dover auto world June 2014 - July 2014
Rymes Propane & Oil October 2013 - March 2014
Chatham Village Market May 2013 - August 2013
New England College March 2013 - May 2013
NEC Coffeehouse, New England College January 2011 - May 2013
Stop & Shop April 2012 - September 2012
Chatham Village Market April 2012 - September 2012
Wilcox Industries Corp May 2010 - August 2010
Skills
Customer Service, Works well with a team, Organization &..., Mathematics, Accounting, Computers, Financial Analysis, Account Reconciliation, Finance
Education
New England College 2013 — 2014
Master's degree, Accounting, Graduate Studenet
New England College 2009 — 2013
Bachelor of Arts, Accounting
Dover High School 2005 — 2009
High School Diploma
Prime, Buchholz & Associates September 2014 - Present
Dover auto world June 2014 - July 2014
Rymes Propane & Oil October 2013 - March 2014
Chatham Village Market May 2013 - August 2013
New England College March 2013 - May 2013
NEC Coffeehouse, New England College January 2011 - May 2013
Stop & Shop April 2012 - September 2012
Chatham Village Market April 2012 - September 2012
Wilcox Industries Corp May 2010 - August 2010
Skills
Customer Service, Works well with a team, Organization &..., Mathematics, Accounting, Computers, Financial Analysis, Account Reconciliation, Finance
Education
New England College 2013 — 2014
Master's degree, Accounting, Graduate Studenet
New England College 2009 — 2013
Bachelor of Arts, Accounting
Dover High School 2005 — 2009
High School Diploma
Silas Proft's Prime, Buchholz & Associates Experience October 2010 - June 2012
Job Senior Associate at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates August 2015 - Present
Information Services Group June 2012 - August 2015
Prime, Buchholz & Associates October 2010 - June 2012
Flett Exchange LLC/Flett Futures Inc. May 2006 - September 2009
General Catalyst Partners December 2007 - May 2009
Skills
Information Technology..., Performance Analysis, Consulting, Operation Optimization, New System Development, Portfolio Performance..., Microsoft Office, Attention To Detail, Trade Support, Commodities, Commodity Markets, Performance Improvement, Asset Management, Investment Sourcing, IT Outsourcing
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2009 — 2010
BA
Regents College London 2008 — 2008
Suffolk University - Sawyer Business School 2005 — 2008
Casey, Quirk & Associates August 2015 - Present
Information Services Group June 2012 - August 2015
Prime, Buchholz & Associates October 2010 - June 2012
Flett Exchange LLC/Flett Futures Inc. May 2006 - September 2009
General Catalyst Partners December 2007 - May 2009
Skills
Information Technology..., Performance Analysis, Consulting, Operation Optimization, New System Development, Portfolio Performance..., Microsoft Office, Attention To Detail, Trade Support, Commodities, Commodity Markets, Performance Improvement, Asset Management, Investment Sourcing, IT Outsourcing
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2009 — 2010
BA
Regents College London 2008 — 2008
Suffolk University - Sawyer Business School 2005 — 2008
Drew Landry Drew Landry's Prime, Buchholz & Associates Experience May 2015 - Present
Job Performance Analyst at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates May 2015 - Present
Guidance Point Retirement Services, LLC. September 2013 - May 2015
Capital Markets Training Laboratory November 2014 - April 2015
Student Portfolio Investment Fund (SPIFFY) September 2014 - April 2015
UMaine Business Challenge September 2013 - April 2014
Skills
Qualitative Research, Quantitative Research, Bloomberg Terminal, MPI Stylus, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Finance, Financial Analysis
Education
University of Maine 2011 — 2015
Bachelor of Science (B.S.), Finance
Thornton Academy 2007 — 2011
Prime, Buchholz & Associates May 2015 - Present
Guidance Point Retirement Services, LLC. September 2013 - May 2015
Capital Markets Training Laboratory November 2014 - April 2015
Student Portfolio Investment Fund (SPIFFY) September 2014 - April 2015
UMaine Business Challenge September 2013 - April 2014
Skills
Qualitative Research, Quantitative Research, Bloomberg Terminal, MPI Stylus, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Finance, Financial Analysis
Education
University of Maine 2011 — 2015
Bachelor of Science (B.S.), Finance
Thornton Academy 2007 — 2011
Suzanne Parent Libby Suzanne Parent Libby's Prime, Buchholz & Associates Experience April 2014 - Present
Job Senior Document Management Specialist at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates April 2014 - Present
Prime, Buchholz & Associates December 2012 - April 2014
Prime, Buchholz & Associates January 2011 - December 2012
Prime, Buchholz & Associates September 2007 - January 2011
Prime, Buchholz & Associates May 2005 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Southern New Hampshire University 2010 — 2014
Master of Business Administration (MBA), Global MBA - Business Administration, 3.93 GPA
Husson College 1999 — 2003
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Prime, Buchholz & Associates April 2014 - Present
Prime, Buchholz & Associates December 2012 - April 2014
Prime, Buchholz & Associates January 2011 - December 2012
Prime, Buchholz & Associates September 2007 - January 2011
Prime, Buchholz & Associates May 2005 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Southern New Hampshire University 2010 — 2014
Master of Business Administration (MBA), Global MBA - Business Administration, 3.93 GPA
Husson College 1999 — 2003
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Cassandra Binette, CFA Cassandra Binette, CFA's Prime, Buchholz & Associates Experience June 2013 - Present
Job Consultant at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates June 2013 - Present
Prime, Buchholz & Associates January 2008 - June 2013
Prime, Buchholz & Associates July 2006 - January 2008
Prime, Buchholz & Associates February 2003 - July 2006
Prime, Buchholz & Associates September 2001 - February 2003
Prime, Buchholz & Associates October 2000 - September 2001
Mellon Financial June 2000 - October 2000
Mellon Financial June 1999 - June 2000
Skills
Asset Allocation, Chartered Financial..., Investment Advisory..., Financial Modeling, Investment Strategies, Asset Management, Equities, Investments, Investment Advisory, Mutual Funds, Fixed Income, Portfolio Management, Alternative Investments
Education
Bryant College 1995 — 1999
B.S., Finance, Computer Information Systems
Massabesic High School
Prime, Buchholz & Associates June 2013 - Present
Prime, Buchholz & Associates January 2008 - June 2013
Prime, Buchholz & Associates July 2006 - January 2008
Prime, Buchholz & Associates February 2003 - July 2006
Prime, Buchholz & Associates September 2001 - February 2003
Prime, Buchholz & Associates October 2000 - September 2001
Mellon Financial June 2000 - October 2000
Mellon Financial June 1999 - June 2000
Skills
Asset Allocation, Chartered Financial..., Investment Advisory..., Financial Modeling, Investment Strategies, Asset Management, Equities, Investments, Investment Advisory, Mutual Funds, Fixed Income, Portfolio Management, Alternative Investments
Education
Bryant College 1995 — 1999
B.S., Finance, Computer Information Systems
Massabesic High School
Gregory Berry Gregory Berry's Prime, Buchholz & Associates Experience January 2013 - Present
Job Research Associate Analyst Flexible Capital at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates January 2013 - Present
Prime, Buchholz & Associates January 2008 - December 2012
Prime, Buchholz & Associates September 2006 - December 2007
Waddell & Reed June 2005 - September 2006
Skills
Equity Research, Bloomberg, Equities, Valuation, Alternative Investments, Hedge Funds, Financial Modeling, Asset Allocation, Investments, Quantitative Analytics, Asset Management, Mutual Funds, Investment Strategies, Bloomberg Terminal, Quantitative Research, Data Analysis, Financial Analysis
Education
Bowdoin College 2001 — 2005
Bachelor of Arts (B.A.), Government and Legal Studies
Prime, Buchholz & Associates January 2013 - Present
Prime, Buchholz & Associates January 2008 - December 2012
Prime, Buchholz & Associates September 2006 - December 2007
Waddell & Reed June 2005 - September 2006
Skills
Equity Research, Bloomberg, Equities, Valuation, Alternative Investments, Hedge Funds, Financial Modeling, Asset Allocation, Investments, Quantitative Analytics, Asset Management, Mutual Funds, Investment Strategies, Bloomberg Terminal, Quantitative Research, Data Analysis, Financial Analysis
Education
Bowdoin College 2001 — 2005
Bachelor of Arts (B.A.), Government and Legal Studies
Tiffini Ferris, PHR, CCP Tiffini Ferris, PHR, CCP's Prime, Buchholz & Associates Experience December 2010 - November 2012
Job Sr. HR Business Partner at Safran Aerospace Composites
Industry Aviation & Aerospace
Experience
Safran Aerospace Composites November 2012 - Present
Prime, Buchholz & Associates December 2010 - November 2012
Lonza November 2006 - December 2010
Eastern Propane & Oil January 2003 - November 2006
Skills
HRIS, Benefits Administration, Recruiting, Leave Administration, Employee Relations, Training, Performance Management, FMLA, Human Resources, Onboarding, Deferred Compensation, New Hire Orientations, Succession Planning, Workforce Planning, Personnel Management, Employee Benefits
Education
Southern New Hampshire University 2007 — 2009
Master's, Organizational Leadership
University of New Hampshire 1990 — 1995
BA, Psychology
Safran Aerospace Composites November 2012 - Present
Prime, Buchholz & Associates December 2010 - November 2012
Lonza November 2006 - December 2010
Eastern Propane & Oil January 2003 - November 2006
Skills
HRIS, Benefits Administration, Recruiting, Leave Administration, Employee Relations, Training, Performance Management, FMLA, Human Resources, Onboarding, Deferred Compensation, New Hire Orientations, Succession Planning, Workforce Planning, Personnel Management, Employee Benefits
Education
Southern New Hampshire University 2007 — 2009
Master's, Organizational Leadership
University of New Hampshire 1990 — 1995
BA, Psychology
Brian Basiliere CFA, CAIA's Prime, Buchholz & Associates Experience December 2014 - Present
Job Senior Investment Analyst at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates December 2014 - Present
The Boston Security Analysts Society August 2014 - Present
The Boston Security Analysts Society August 2014 - Present
Prime, Buchholz & Associates 2012 - Present
Prime, Buchholz & Associates January 2014 - Present
Prime, Buchholz & Associates January 2013 - December 2013
Morgan Stanley 2007 - 2012
Skills
Series 7, Series 63, Series 65, Mutual Funds, Bloomberg, Asset Allocation, Fixed Income, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Portfolio Management, Investment Advisory, Private Equity, Economics, Fund Of Funds, Financial Services, Investment Management, Asset Management, Investments
Education
Bryant University 2003 — 2007
BSBA/BS, Finanace/Applied Economics
Bond University 2006 — 2006
Prime, Buchholz & Associates December 2014 - Present
The Boston Security Analysts Society August 2014 - Present
The Boston Security Analysts Society August 2014 - Present
Prime, Buchholz & Associates 2012 - Present
Prime, Buchholz & Associates January 2014 - Present
Prime, Buchholz & Associates January 2013 - December 2013
Morgan Stanley 2007 - 2012
Skills
Series 7, Series 63, Series 65, Mutual Funds, Bloomberg, Asset Allocation, Fixed Income, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Portfolio Management, Investment Advisory, Private Equity, Economics, Fund Of Funds, Financial Services, Investment Management, Asset Management, Investments
Education
Bryant University 2003 — 2007
BSBA/BS, Finanace/Applied Economics
Bond University 2006 — 2006
Andrea Doyle's Prime, Buchholz & Associates Experience March 2014 - Present
Job Document Management Specialist at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates March 2014 - Present
Prime, Buchholz & Associates June 2012 - February 2014
Prime, Buchholz & Associates December 2009 - May 2012
Prime, Buchholz & Associates December 2004 - November 2009
RiverWoods at Exeter June 2002 - November 2004
Skills
Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Customer Service
Education
University of New Hampshire 1998 — 2002
Bachelor of Science, Health Management and Policy
Prime, Buchholz & Associates March 2014 - Present
Prime, Buchholz & Associates June 2012 - February 2014
Prime, Buchholz & Associates December 2009 - May 2012
Prime, Buchholz & Associates December 2004 - November 2009
RiverWoods at Exeter June 2002 - November 2004
Skills
Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Customer Service
Education
University of New Hampshire 1998 — 2002
Bachelor of Science, Health Management and Policy
Zachary Crovetti's Prime, Buchholz & Associates Experience September 2015 - September 2015
Job Financial Services Professional
Industry Financial Services
Experience
Prime, Buchholz & Associates September 2015 - September 2015
Ameriprise Financial Services, Inc. 2014 - 2015
Shaw's Supermarkets June 2013 - August 2014
Skills
Microsoft Excel, Microsoft Word, SPSS, Access, Databases, Social Media, FactSet
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Economics-Finance
Prime, Buchholz & Associates September 2015 - September 2015
Ameriprise Financial Services, Inc. 2014 - 2015
Shaw's Supermarkets June 2013 - August 2014
Skills
Microsoft Excel, Microsoft Word, SPSS, Access, Databases, Social Media, FactSet
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Economics-Finance
Jonathan Kimbro, CAIA Jonathan Kimbro, CAIA's Prime, Buchholz & Associates Experience 2009 - October 2014
Job Senior Product Marketing Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company October 2014 - Present
Prime, Buchholz & Associates 2009 - October 2014
Prime, Buchholz & Associates 2007 - 2009
Edward Jones 2006 - 2007
Daniel Webster Council 2003 - 2006
Skills
Portfolio Management, Bloomberg, Valuation, Fixed Income, Investments, Alternative Investments, Morningstar, Mutual Funds, Asset Allocation, Hedge Funds, Investment Strategies, Private Equity, Due Diligence
Education
Wake Forest University 1998 — 2002
Bachelors of Arts, English
Northeastern University 2012 — 2014
Master of Science Finance at D’Amore-McKim School of Business
Albuquerque Academy 1995 — 1998
High School
Loomis, Sayles & Company October 2014 - Present
Prime, Buchholz & Associates 2009 - October 2014
Prime, Buchholz & Associates 2007 - 2009
Edward Jones 2006 - 2007
Daniel Webster Council 2003 - 2006
Skills
Portfolio Management, Bloomberg, Valuation, Fixed Income, Investments, Alternative Investments, Morningstar, Mutual Funds, Asset Allocation, Hedge Funds, Investment Strategies, Private Equity, Due Diligence
Education
Wake Forest University 1998 — 2002
Bachelors of Arts, English
Northeastern University 2012 — 2014
Master of Science Finance at D’Amore-McKim School of Business
Albuquerque Academy 1995 — 1998
High School
Samuel Lapham Samuel Lapham's Prime, Buchholz & Associates Experience April 2011 - December 2011
Job Assistant Director, Officer at State Street Bank
Industry Financial Services
Experience
State Street April 2015 - Present
State Street February 2014 - April 2015
State Street February 2012 - February 2014
Prime, Buchholz & Associates April 2011 - December 2011
Citizens Bank December 2009 - April 2011
Northwestern Mutual May 2009 - November 2009
Smith Barney May 2008 - August 2008
Skills
Banking, Financial Reporting, Performance Analysis, Relationship Cultivation, Attention To Detail, Ad Hoc Reporting, Mutual Funds, Fund Administration, Equities, Hedge Funds
Education
Southern New Hampshire University 2014 — 2017
Master of Business Administration (M.B.A.)
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2009
Business Administration, Finance, Economics
State Street April 2015 - Present
State Street February 2014 - April 2015
State Street February 2012 - February 2014
Prime, Buchholz & Associates April 2011 - December 2011
Citizens Bank December 2009 - April 2011
Northwestern Mutual May 2009 - November 2009
Smith Barney May 2008 - August 2008
Skills
Banking, Financial Reporting, Performance Analysis, Relationship Cultivation, Attention To Detail, Ad Hoc Reporting, Mutual Funds, Fund Administration, Equities, Hedge Funds
Education
Southern New Hampshire University 2014 — 2017
Master of Business Administration (M.B.A.)
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2009
Business Administration, Finance, Economics
David Batchelder, CFA, CFP® David Batchelder, CFA, CFP®'s Prime, Buchholz & Associates Experience 1998 - 2000
Job Senior Investment Analyst
Industry Financial Services
Experience
Measured Wealth Private Client Group, LLC January 2012 - March 2015
Mackensen & Company, Inc. March 2004 - September 2011
Atlantic Management Company February 2002 - March 2004
Tucker Anthony January 2001 - February 2002
Prime, Buchholz & Associates 1998 - 2000
TD Banknorth 1992 - 1998
Skills
Asset Allocation, Asset Management, Portfolio Management, Retirement Planning, Private Wealth..., Personal Finance, Mutual Funds, Alternative Investments, Investment Strategies, Investment Advisory, Investments, Wealth Management, Financial Advisory, Valuation, Financial Planning, Private Equity, Financial Modeling, Securities, Financial Analysis, Capital Markets, Business Valuation, Wealth, Financial Markets, Risk Management, ETFs, Debt, Credit, Real Estate Investment, Retirement, Investment Management, Financial Services, Finance, High Net Worth..., Banking, Credit Analysis, Relationship Management, Equities, Fixed Income
Education
Southern New Hampshire University 1999 — 2002
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
BS
Measured Wealth Private Client Group, LLC January 2012 - March 2015
Mackensen & Company, Inc. March 2004 - September 2011
Atlantic Management Company February 2002 - March 2004
Tucker Anthony January 2001 - February 2002
Prime, Buchholz & Associates 1998 - 2000
TD Banknorth 1992 - 1998
Skills
Asset Allocation, Asset Management, Portfolio Management, Retirement Planning, Private Wealth..., Personal Finance, Mutual Funds, Alternative Investments, Investment Strategies, Investment Advisory, Investments, Wealth Management, Financial Advisory, Valuation, Financial Planning, Private Equity, Financial Modeling, Securities, Financial Analysis, Capital Markets, Business Valuation, Wealth, Financial Markets, Risk Management, ETFs, Debt, Credit, Real Estate Investment, Retirement, Investment Management, Financial Services, Finance, High Net Worth..., Banking, Credit Analysis, Relationship Management, Equities, Fixed Income
Education
Southern New Hampshire University 1999 — 2002
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
BS
John Sturino's Prime, Buchholz & Associates Experience May 2011 - August 2011
Job at
Industry Marketing and Advertising
Experience
Pernod Ricard April 2015 - Present
Mullen December 2013 - Present
Elevate Communications May 2013 - August 2013
Comcast Sports Net New England & New England Cable News January 2013 - April 2013
Boston Common magazine January 2012 - April 2012
Prime, Buchholz & Associates May 2011 - August 2011
Merrill Lynch Wealth Management Division March 2011 - June 2011
Massachusetts Institute of Technology June 2010 - August 2010
Skills
Power Point, Microsoft Word, Microsoft Excel, Financial Analysis, Investments, Time Management, Customer Service, Wealth Management, PowerPoint, Finance, Microsoft Office, Social Media, Portfolio Management, Outlook, Facebook, Marketing, Event Planning, Public Relations, Social Media Marketing, Event Management, Advertising, Management
Education
Boston University Questrom School of Business 2009 — 2013
Cohasset High School 2005 — 2009
Pernod Ricard April 2015 - Present
Mullen December 2013 - Present
Elevate Communications May 2013 - August 2013
Comcast Sports Net New England & New England Cable News January 2013 - April 2013
Boston Common magazine January 2012 - April 2012
Prime, Buchholz & Associates May 2011 - August 2011
Merrill Lynch Wealth Management Division March 2011 - June 2011
Massachusetts Institute of Technology June 2010 - August 2010
Skills
Power Point, Microsoft Word, Microsoft Excel, Financial Analysis, Investments, Time Management, Customer Service, Wealth Management, PowerPoint, Finance, Microsoft Office, Social Media, Portfolio Management, Outlook, Facebook, Marketing, Event Planning, Public Relations, Social Media Marketing, Event Management, Advertising, Management
Education
Boston University Questrom School of Business 2009 — 2013
Cohasset High School 2005 — 2009
John Mulvey John Mulvey's Prime, Buchholz & Associates Experience August 2013 - September 2013
Job Sales Coordinator at Seacoast Ticket Agency
Industry Financial Services
Experience
Seacoast Ticket Agency August 2014 - Present
MFS Investment Management October 2013 - June 2014
Prime, Buchholz & Associates August 2013 - September 2013
Pax World Funds June 2012 - August 2012
Rye Recreation Basketball Camps June 2011 - August 2011
Dorley Painting June 2010 - August 2010
Skills
Microsoft Office, Leadership, Works Well in Groups, Sales, Coaching, Finance, Organization, Time Management, Computer-savvy
Education
Unversity of New Hampshire 2010 — 2013
Bachelor of Science (B.S.), Double Majoring In Finance and Management, 3.4/4.0
Santa Clara University 2009 — 2010
Seacoast Ticket Agency August 2014 - Present
MFS Investment Management October 2013 - June 2014
Prime, Buchholz & Associates August 2013 - September 2013
Pax World Funds June 2012 - August 2012
Rye Recreation Basketball Camps June 2011 - August 2011
Dorley Painting June 2010 - August 2010
Skills
Microsoft Office, Leadership, Works Well in Groups, Sales, Coaching, Finance, Organization, Time Management, Computer-savvy
Education
Unversity of New Hampshire 2010 — 2013
Bachelor of Science (B.S.), Double Majoring In Finance and Management, 3.4/4.0
Santa Clara University 2009 — 2010
Tyler Lebs Tyler Lebs's Prime, Buchholz & Associates Experience September 2011 - January 2012
Job Internal Wholesaler
Industry Financial Services
Experience
Liberty Mutual Insurance March 2015 - Present
Liberty Mutual Insurance February 2013 - March 2015
Collins Sports Center April 2012 - February 2013
Prime, Buchholz & Associates September 2011 - January 2012
The Oaks Golf Links April 2005 - September 2011
Skills
Excellent Customer..., Self Driven, Business Knowledge, Database Implementation, Account Reconciliation, Life Insurance, Databases, Self-driven, Sales, Insurance, Microsoft Excel, Customer Service, Financial Analysis, Outlook, Time Management, Microsoft Office
Education
Keene State College 2008 — 2011
BS, Business Management
Liberty Mutual Insurance March 2015 - Present
Liberty Mutual Insurance February 2013 - March 2015
Collins Sports Center April 2012 - February 2013
Prime, Buchholz & Associates September 2011 - January 2012
The Oaks Golf Links April 2005 - September 2011
Skills
Excellent Customer..., Self Driven, Business Knowledge, Database Implementation, Account Reconciliation, Life Insurance, Databases, Self-driven, Sales, Insurance, Microsoft Excel, Customer Service, Financial Analysis, Outlook, Time Management, Microsoft Office
Education
Keene State College 2008 — 2011
BS, Business Management
Gwendolyn Van Wyk Gwendolyn Van Wyk's Prime, Buchholz & Associates Experience 2012 - 2013
Job Product Line Coordinator/MDM LiaisonLicensed & Direct Accessories
Industry Investment Management
Experience
Timberland December 2013 - Present
Prime, Buchholz & Associates 2012 - 2013
Whitegate Investment Counselors, Inc. 2012 - 2012
Baker Newman & Noyes 2008 - 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Outlook, Data Entry, Office Administration, Customer Service, Telephone Reception, Letter Writing, Editing, Invoicing, Drafting Proposals, Microsoft Office, Accounts Payable, Accounts Receivable, Software Documentation
Education
Southern New Hampshire University 2010 — 2011
Business Administration and Management, General
Saint Anselm College 2003 — 2007
BA, Liberal Studies in the Great Books, Philosophy, Theology, Fine Arts & Literature
Timberland December 2013 - Present
Prime, Buchholz & Associates 2012 - 2013
Whitegate Investment Counselors, Inc. 2012 - 2012
Baker Newman & Noyes 2008 - 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Outlook, Data Entry, Office Administration, Customer Service, Telephone Reception, Letter Writing, Editing, Invoicing, Drafting Proposals, Microsoft Office, Accounts Payable, Accounts Receivable, Software Documentation
Education
Southern New Hampshire University 2010 — 2011
Business Administration and Management, General
Saint Anselm College 2003 — 2007
BA, Liberal Studies in the Great Books, Philosophy, Theology, Fine Arts & Literature
Adam W. Leech Adam W. Leech's Prime, Buchholz & Associates Experience April 2010 - Present
Job Marketing/Business Development Specialist at Prime, Buchholz & Associates/ Portsmouth Herald Columnist
Industry Marketing and Advertising
Experience
Portsmouth Herald February 2012 - Present
Prime, Buchholz & Associates April 2010 - Present
Seacoast Media Group May 2003 - April 2010
Skills
Newspaper, Copy Editing, Newspapers, Publications, Journalism, Social Media, News Writing, Public Relations
Education
The University of Connecticut 1999 — 2003
Bachelor's, English and Journalism Double Major
Portsmouth Herald February 2012 - Present
Prime, Buchholz & Associates April 2010 - Present
Seacoast Media Group May 2003 - April 2010
Skills
Newspaper, Copy Editing, Newspapers, Publications, Journalism, Social Media, News Writing, Public Relations
Education
The University of Connecticut 1999 — 2003
Bachelor's, English and Journalism Double Major
Karen Walls Karen Walls's Prime, Buchholz & Associates Experience November 2000 - October 2008
Job Relationship Manager at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company November 2009 - Present
Prime, Buchholz & Associates November 2000 - October 2008
John Hancock Signature Services June 1997 - November 2000
John Hancock Signature Services December 1995 - June 1997
Education
Southern New Hampshire University 1997 — 1999
MBA, Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
BS Business Admin, Business
PENSCO Trust Company November 2009 - Present
Prime, Buchholz & Associates November 2000 - October 2008
John Hancock Signature Services June 1997 - November 2000
John Hancock Signature Services December 1995 - June 1997
Education
Southern New Hampshire University 1997 — 1999
MBA, Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
BS Business Admin, Business
Daniel Lang Daniel Lang's Prime, Buchholz & Associates Experience June 2012 - December 2012
Job Credit Research Analyst at Barclays
Industry Financial Services
Experience
Barclays Investment Bank July 2015 - Present
Bentley Investment Group May 2014 - Present
Barclays Investment Bank June 2014 - August 2014
Hughey Center for Financial Services May 2013 - December 2013
Provident Healthcare Partners, LLC May 2013 - August 2013
Prime, Buchholz & Associates June 2012 - December 2012
Skills
Microsoft Excel, Bloomberg, Capital IQ, Bloomberg Terminal, Equity Research, Hedge Funds, Private Equity, DCF Valuation, Fixed Income, Equity Valuation, Credit Analysis
Education
Bentley University 2011 — 2015
Candidate for Bachelor's degree, Economics-Finance
Bond University 2013 — 2013
Coe-Brown Northwood Academy 2007 — 2011
Barclays Investment Bank July 2015 - Present
Bentley Investment Group May 2014 - Present
Barclays Investment Bank June 2014 - August 2014
Hughey Center for Financial Services May 2013 - December 2013
Provident Healthcare Partners, LLC May 2013 - August 2013
Prime, Buchholz & Associates June 2012 - December 2012
Skills
Microsoft Excel, Bloomberg, Capital IQ, Bloomberg Terminal, Equity Research, Hedge Funds, Private Equity, DCF Valuation, Fixed Income, Equity Valuation, Credit Analysis
Education
Bentley University 2011 — 2015
Candidate for Bachelor's degree, Economics-Finance
Bond University 2013 — 2013
Coe-Brown Northwood Academy 2007 — 2011
Desiree Crossley's Prime, Buchholz & Associates Experience December 2014 - Present
Job Experienced, enthusiastic and excelling in news and PR, marketing and outreach
Industry Marketing and Advertising
Experience
Prime, Buchholz & Associates December 2014 - Present
Skills
Newspaper Design, Copy Editing, AP Style, Adobe Creative Suite, Facebook, Twitter, Microsoft Office, Proficient in InDesign, Proficient in InCopy, QuarkXPress, Web Editing, News Writing, News Release Writing, Photography, Ap Style, Press Releases, Feature Articles, Newspapers, Publications, Public Relations, Publishing, Storytelling, Advertising, Graphic Design, Interviews, Blogging, Journalism, Headline Writing, Copywriting, Layout, Newsletters, Web Content, Creative Writing, Marketing, Networking, Social Media Marketing, Social Media, Editing, Editorial, Writing, Public Speaking, Media Relations
Education
University of New Hampshire 1999 — 2003
Bachelor of Arts
Prime, Buchholz & Associates December 2014 - Present
Skills
Newspaper Design, Copy Editing, AP Style, Adobe Creative Suite, Facebook, Twitter, Microsoft Office, Proficient in InDesign, Proficient in InCopy, QuarkXPress, Web Editing, News Writing, News Release Writing, Photography, Ap Style, Press Releases, Feature Articles, Newspapers, Publications, Public Relations, Publishing, Storytelling, Advertising, Graphic Design, Interviews, Blogging, Journalism, Headline Writing, Copywriting, Layout, Newsletters, Web Content, Creative Writing, Marketing, Networking, Social Media Marketing, Social Media, Editing, Editorial, Writing, Public Speaking, Media Relations
Education
University of New Hampshire 1999 — 2003
Bachelor of Arts
Lifan Yang, CFA's Prime, Buchholz & Associates Experience April 2013 - Present
Job
Industry Financial Services
Experience
Prime, Buchholz & Associates April 2013 - Present
Skills
Economics, Tax, Investments, Financial Analysis, Portfolio Management, Finance, Equities, Network Administration, Asset Allocation, Estate Planning, Alternative Investments, Hedge Funds, Investment Strategies, Retirement Planning, Wealth Management, Personal Financial..., High Net Worth..., Fund Of Funds, Private Equity, Trusts, Independent Financial..., Mutual Funds, ETFs
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Santa Clara University 2010 — 2012
Harvard University 1995 — 2000
AB
Prime, Buchholz & Associates April 2013 - Present
Skills
Economics, Tax, Investments, Financial Analysis, Portfolio Management, Finance, Equities, Network Administration, Asset Allocation, Estate Planning, Alternative Investments, Hedge Funds, Investment Strategies, Retirement Planning, Wealth Management, Personal Financial..., High Net Worth..., Fund Of Funds, Private Equity, Trusts, Independent Financial..., Mutual Funds, ETFs
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Santa Clara University 2010 — 2012
Harvard University 1995 — 2000
AB
Brian Pimentel, CAIA's Prime, Buchholz & Associates Experience July 2013 - Present
Job
Industry Financial Services
Experience
Prime, Buchholz & Associates July 2013 - Present
Skills
Fixed Income, Bloomberg, Financial Analysis, Investments, Equities, Mutual Funds, Fund Accounting, Asset Allocation, Financial Services, Financial Modeling
Education
Boston University Questrom School of Business 2008 — 2011
MBA
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
BS
Prime, Buchholz & Associates July 2013 - Present
Skills
Fixed Income, Bloomberg, Financial Analysis, Investments, Equities, Mutual Funds, Fund Accounting, Asset Allocation, Financial Services, Financial Modeling
Education
Boston University Questrom School of Business 2008 — 2011
MBA
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
BS
Pamela Hochstadt's Prime, Buchholz & Associates Experience September 2011 - Present
Job Prime Buchholz Hedge Fund Research Analyst
Industry Financial Services
Experience
Prime, Buchholz & Associates September 2011 - Present
Nexar Capital LLC April 2009 - August 2011
Societe Generale Asset Management November 2007 - April 2009
EIM Management (USA) Inc. July 2003 - November 2007
Merrill Lynch 2001 - 2003
Education
The George Washington University 1999 — 2003
Bachelors of Business Administration, Finance
Prime, Buchholz & Associates September 2011 - Present
Nexar Capital LLC April 2009 - August 2011
Societe Generale Asset Management November 2007 - April 2009
EIM Management (USA) Inc. July 2003 - November 2007
Merrill Lynch 2001 - 2003
Education
The George Washington University 1999 — 2003
Bachelors of Business Administration, Finance
Ian MacPherson, CFA, CAIA's Prime, Buchholz & Associates Experience July 2011 - Present
Job Investment Analyst at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates July 2011 - Present
Wells Fargo Family Wealth (previously Calilbre Advisory Services, Inc.) April 2010 - July 2011
Calibre Advisory Services, Inc. November 2007 - April 2010
Calibre Advisory Services, Inc. (previously Tanager Financial Services) April 2004 - November 2007
Skills
Asset Allocation, Investments, Asset Managment, Bloomberg, Alternative Investments, Portfolio Management, Financial Modeling, Valuation, Investment Strategies, Wealth Management, Fixed Income, Hedge Funds, Mutual Funds, Equities, Financial Analysis, Investment Advisory, Morningstar, Retirement Planning, Investment Management, Series 7, Strategic Financial...
Education
Colby College 1999 — 2003
Bachelor of Arts, Administrative Science
Prime, Buchholz & Associates July 2011 - Present
Wells Fargo Family Wealth (previously Calilbre Advisory Services, Inc.) April 2010 - July 2011
Calibre Advisory Services, Inc. November 2007 - April 2010
Calibre Advisory Services, Inc. (previously Tanager Financial Services) April 2004 - November 2007
Skills
Asset Allocation, Investments, Asset Managment, Bloomberg, Alternative Investments, Portfolio Management, Financial Modeling, Valuation, Investment Strategies, Wealth Management, Fixed Income, Hedge Funds, Mutual Funds, Equities, Financial Analysis, Investment Advisory, Morningstar, Retirement Planning, Investment Management, Series 7, Strategic Financial...
Education
Colby College 1999 — 2003
Bachelor of Arts, Administrative Science
Nina Curley's Prime, Buchholz & Associates Experience December 2007 - January 2009
Job Vice President and Chief Development Officer at Caramoor Center for Music and the Arts
Industry Fund-Raising
Experience
Caramoor Center for Music and the Arts July 2012 - Present
Eaglebrook School February 2009 - July 2012
Prime, Buchholz & Associates December 2007 - January 2009
MerchantBanc, LLC June 2007 - December 2007
Wheelbarrow Foods January 2003 - August 2006
Eaglebrook School 1998 - 2003
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2007
MBA
Davidson College 1993 — 1997
Caramoor Center for Music and the Arts July 2012 - Present
Eaglebrook School February 2009 - July 2012
Prime, Buchholz & Associates December 2007 - January 2009
MerchantBanc, LLC June 2007 - December 2007
Wheelbarrow Foods January 2003 - August 2006
Eaglebrook School 1998 - 2003
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2007
MBA
Davidson College 1993 — 1997
Arman Gevorgyan, CFA's Prime, Buchholz & Associates Experience April 2015 - Present
Job Manager Research at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates April 2015 - Present
Segal Rogerscasey February 2012 - April 2015
RogersCasey September 2007 - February 2012
Citigroup October 2005 - July 2007
RogersCasey July 2000 - October 2005
Skills
Equities, Equity Research, Fixed Income, Hedge Funds, Alternative Investments, Investments, Bloomberg, Investment Strategies, Asset Managment, Valuation, Asset Allocation, Portfolio Management
Education
University of Bridgeport 1997 — 2000
B.S., Finance
Prime, Buchholz & Associates April 2015 - Present
Segal Rogerscasey February 2012 - April 2015
RogersCasey September 2007 - February 2012
Citigroup October 2005 - July 2007
RogersCasey July 2000 - October 2005
Skills
Equities, Equity Research, Fixed Income, Hedge Funds, Alternative Investments, Investments, Bloomberg, Investment Strategies, Asset Managment, Valuation, Asset Allocation, Portfolio Management
Education
University of Bridgeport 1997 — 2000
B.S., Finance
Kyle Flynn's Prime, Buchholz & Associates Experience March 2009 - May 2010
Job Associate Director, Strategy & Analysis | Advanced Analytics at DigitasLBi
Industry Marketing and Advertising
Experience
DigitasLBi May 2015 - Present
DigitasLBi October 2014 - Present
DigitasLBi October 2013 - September 2014
Digitas March 2012 - September 2013
Hillcrest Capital, LLC June 2010 - September 2010
Prime, Buchholz & Associates March 2009 - May 2010
Atkins Investment Group September 2008 - May 2010
Skills
Financial Analysis, Business Strategy, Strategic Analysis, Economics, Investments, Research, Valuation, Stata, Statistical Modeling, R, Marketing Strategy, Digital Marketing, Competitive Analysis, Analysis, Financial Modeling, Strategy, Advertising, Analytics, Data Science
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (M.S.), Political Economy
University of New Hampshire 2006 — 2010
B.A., Philosophy, Economics, French
DigitasLBi May 2015 - Present
DigitasLBi October 2014 - Present
DigitasLBi October 2013 - September 2014
Digitas March 2012 - September 2013
Hillcrest Capital, LLC June 2010 - September 2010
Prime, Buchholz & Associates March 2009 - May 2010
Atkins Investment Group September 2008 - May 2010
Skills
Financial Analysis, Business Strategy, Strategic Analysis, Economics, Investments, Research, Valuation, Stata, Statistical Modeling, R, Marketing Strategy, Digital Marketing, Competitive Analysis, Analysis, Financial Modeling, Strategy, Advertising, Analytics, Data Science
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (M.S.), Political Economy
University of New Hampshire 2006 — 2010
B.A., Philosophy, Economics, French
Ben Riordan's Prime, Buchholz & Associates Experience Senior Vice President, CFOCommonfundMay 1990 - May 2002
Job Principal at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates Senior Vice President, CFOCommonfundMay 1990 - May 2002
commonfund 1990 - 2002
Education
Fairfield University 1981 — 1984
MS Finance, Finance
Prime, Buchholz & Associates Senior Vice President, CFOCommonfundMay 1990 - May 2002
commonfund 1990 - 2002
Education
Fairfield University 1981 — 1984
MS Finance, Finance
Robert Thompson, CAIA's Prime, Buchholz & Associates Experience December 2011 - Present
Job Research Analyst Flexible Capital at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates December 2011 - Present
Prime, Buchholz & Associates December 2007 - December 2011
Goldman Sachs/The Ayco Company May 2005 - November 2007
Bryant University 2000 - 2004
Skills
Hedge Funds, Bloomberg, Equities, Alternative Investments, Due Diligence, Investments, Institutional..., Finance, Equity Research, Investment Management
Education
Bryant University 2000 — 2004
Bachelor of Science, Finance
Prime, Buchholz & Associates December 2011 - Present
Prime, Buchholz & Associates December 2007 - December 2011
Goldman Sachs/The Ayco Company May 2005 - November 2007
Bryant University 2000 - 2004
Skills
Hedge Funds, Bloomberg, Equities, Alternative Investments, Due Diligence, Investments, Institutional..., Finance, Equity Research, Investment Management
Education
Bryant University 2000 — 2004
Bachelor of Science, Finance
Michael Soares's Prime, Buchholz & Associates Experience 2006 - Present
Job Consultant at Prime Buchholz
Industry Financial Services
Experience
Prime, Buchholz & Associates 2006 - Present
Batterymarch Financial Management 1996 - 2006
Skills
Quantitative Research, Equities, Portfolio Management, Asset Management
Education
Bentley University 1994 — 1996
MBA
University of Maine 1988 — 1992
BA
Prime, Buchholz & Associates 2006 - Present
Batterymarch Financial Management 1996 - 2006
Skills
Quantitative Research, Equities, Portfolio Management, Asset Management
Education
Bentley University 1994 — 1996
MBA
University of Maine 1988 — 1992
BA
Bill McCarron's Prime, Buchholz & Associates Experience January 1990 - Present
Job President of Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates January 1990 - Present
Skills
Asset Allocation, Hedge Funds, Fixed Income, Investment Advisory, Private Equity, Series 7, Investment Strategies, Due Diligence, Equity Research, Strategic Financial..., Strategy, Fundraising
Education
Boston Latin School 1973 — 1979
Suffolk University - Sawyer Business School
BS, Business
Prime, Buchholz & Associates January 1990 - Present
Skills
Asset Allocation, Hedge Funds, Fixed Income, Investment Advisory, Private Equity, Series 7, Investment Strategies, Due Diligence, Equity Research, Strategic Financial..., Strategy, Fundraising
Education
Boston Latin School 1973 — 1979
Suffolk University - Sawyer Business School
BS, Business
Tim Crepeau's Prime, Buchholz & Associates Experience July 1998 - June 2001
Job Senior Manager at Marriott Vacations Worldwide Corporation
Industry Financial Services
Experience
Marriott Vacations Worldwide Corporation June 2013 - Present
Marriott Vacations Worldwide June 2011 - June 2013
JSI Capital Advisors, LLC August 2009 - May 2011
Atlantic Management Company April 2008 - August 2009
JSI Capital Advisors January 2005 - April 2008
Sprague Energy June 2001 - January 2005
Prime, Buchholz & Associates July 1998 - June 2001
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Competitive Analysis, Forecasting, Strategic Financial..., Business Valuation, Financial Reporting, Industry Research, Pricing, Cross-functional Team..., Due Diligence, Accounting, Capital Structure, Excel, Financial Statement..., Cost Of Capital, Investor Relations..., Microsoft Excel, Financial Metrics, Process Improvement, Business Writing, Financial Planning, Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2003 — 2005
MBA, Finance
University of Maine 1994 — 1998
B.S., Finance, Summa Cum Laude
Marriott Vacations Worldwide Corporation June 2013 - Present
Marriott Vacations Worldwide June 2011 - June 2013
JSI Capital Advisors, LLC August 2009 - May 2011
Atlantic Management Company April 2008 - August 2009
JSI Capital Advisors January 2005 - April 2008
Sprague Energy June 2001 - January 2005
Prime, Buchholz & Associates July 1998 - June 2001
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Competitive Analysis, Forecasting, Strategic Financial..., Business Valuation, Financial Reporting, Industry Research, Pricing, Cross-functional Team..., Due Diligence, Accounting, Capital Structure, Excel, Financial Statement..., Cost Of Capital, Investor Relations..., Microsoft Excel, Financial Metrics, Process Improvement, Business Writing, Financial Planning, Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2003 — 2005
MBA, Finance
University of Maine 1994 — 1998
B.S., Finance, Summa Cum Laude
Nicole Abshier's Prime, Buchholz & Associates Experience 2001 - 2007
Job Project Manager at Nautic Partners
Industry Venture Capital & Private Equity
Experience
Nautic Partners March 2011 - Present
Silver Oven Studios July 2010 - March 2011
TheNextRound, Inc. September 2008 - July 2010
Independent Consultant 2007 - 2008
Prime, Buchholz & Associates 2001 - 2007
Skills
Business Strategy, Financial Modeling, Private Equity, Project Management, Venture Capital, Financial Analysis, Investments, Strategic Planning
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
Nautic Partners March 2011 - Present
Silver Oven Studios July 2010 - March 2011
TheNextRound, Inc. September 2008 - July 2010
Independent Consultant 2007 - 2008
Prime, Buchholz & Associates 2001 - 2007
Skills
Business Strategy, Financial Modeling, Private Equity, Project Management, Venture Capital, Financial Analysis, Investments, Strategic Planning
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
Karen Labenski's Prime, Buchholz & Associates Experience April 2013 - Present
Job Director of Information Systems at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates April 2013 - Present
Prime, Buchholz & Associates October 2011 - April 2013
Prime, Buchholz & Associates March 2010 - October 2011
Prime, Buchholz & Associates September 2008 - March 2010
Prime, Buchholz & Associates November 2007 - September 2008
Prime, Buchholz & Associates July 2006 - November 2007
Prime, Buchholz & Associates July 2003 - July 2006
Prime, Buchholz & Associates July 1997 - July 2003
Skills
Asset Allocation, Business Analysis, Analytics, Asset Management, Portfolio Management, Mutual Funds, Investments, VBA, Equities, Alternative Investments, Investment Strategies
Education
University of New Hampshire 1991 — 1995
Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Prime, Buchholz & Associates April 2013 - Present
Prime, Buchholz & Associates October 2011 - April 2013
Prime, Buchholz & Associates March 2010 - October 2011
Prime, Buchholz & Associates September 2008 - March 2010
Prime, Buchholz & Associates November 2007 - September 2008
Prime, Buchholz & Associates July 2006 - November 2007
Prime, Buchholz & Associates July 2003 - July 2006
Prime, Buchholz & Associates July 1997 - July 2003
Skills
Asset Allocation, Business Analysis, Analytics, Asset Management, Portfolio Management, Mutual Funds, Investments, VBA, Equities, Alternative Investments, Investment Strategies
Education
University of New Hampshire 1991 — 1995
Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Annmarie Grigas's Prime, Buchholz & Associates Experience August 2003 - Present
Job Senior Performance Analyst at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates August 2003 - Present
Scudder Investments May 2002 - August 2003
Fidelity Investments May 2000 - May 2002
Skills
Bloomberg, Alternative Investments, Asset Management, Investments, Asset Allocation, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investment Strategies, Equity Research, Financial Modeling, Financial Analysis, Performance Attribution
Education
Southern New Hampshire University 2005 — 2010
Global MBA, Masters of Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
Bachelor of Science, Business Administration
Prime, Buchholz & Associates August 2003 - Present
Scudder Investments May 2002 - August 2003
Fidelity Investments May 2000 - May 2002
Skills
Bloomberg, Alternative Investments, Asset Management, Investments, Asset Allocation, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investment Strategies, Equity Research, Financial Modeling, Financial Analysis, Performance Attribution
Education
Southern New Hampshire University 2005 — 2010
Global MBA, Masters of Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
Bachelor of Science, Business Administration
Val Berezin, CPA's Prime, Buchholz & Associates Experience March 2013 - Present
Job Global Equities Research Associate at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates March 2013 - Present
Prime, Buchholz & Associates April 2010 - March 2013
Harvard Kennedy School of Government June 2008 - April 2010
Summit Partners July 2007 - April 2008
KPMG September 2004 - June 2007
Skills
Financial Analysis, Investments, Mutual Funds, Asset Allocation, Financial Accounting, Auditing, Financial Services, Financial Statements, Fund Accounting, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
MSA, Accounting
Boston College 2000 — 2004
Bachelor of Science (BS), Accounting, Business
KEDGE Business School 2002 — 2002
Prime, Buchholz & Associates March 2013 - Present
Prime, Buchholz & Associates April 2010 - March 2013
Harvard Kennedy School of Government June 2008 - April 2010
Summit Partners July 2007 - April 2008
KPMG September 2004 - June 2007
Skills
Financial Analysis, Investments, Mutual Funds, Asset Allocation, Financial Accounting, Auditing, Financial Services, Financial Statements, Fund Accounting, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
MSA, Accounting
Boston College 2000 — 2004
Bachelor of Science (BS), Accounting, Business
KEDGE Business School 2002 — 2002
Topher Mallory's Prime, Buchholz & Associates Experience 2001 - 2004
Job CEO at Mexicali Blues
Industry Retail
Experience
Mexicali Blues 2005 - Present
Split Rock Distilling July 2014 - Present
2SI / Alchemy Surfboards 2004 - 2005
Prime, Buchholz & Associates 2001 - 2004
Skills
Customer Service, Microsoft Excel, Social Media, Retail, Financial Analysis, Leadership, Entrepreneurship, Business Analysis, Online Marketing, Management, Operations Management, Mobile Commerce, Web Analytics, Store Management, New Store Development, Project Management, Team Building, Multi-channel Retail, Retail Sales, Sustainable Business, Corporate Social..., E-commerce, E-commerce Optimization, Business Strategy, Microsoft Office, Merchandising, Competitive Analysis, Social Networking, Sales, Social Media Marketing, Marketing Strategy, Marketing, Market Research, P&L Management, Start-ups
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2001
BS&BA, Finance / Studio Art
Mexicali Blues 2005 - Present
Split Rock Distilling July 2014 - Present
2SI / Alchemy Surfboards 2004 - 2005
Prime, Buchholz & Associates 2001 - 2004
Skills
Customer Service, Microsoft Excel, Social Media, Retail, Financial Analysis, Leadership, Entrepreneurship, Business Analysis, Online Marketing, Management, Operations Management, Mobile Commerce, Web Analytics, Store Management, New Store Development, Project Management, Team Building, Multi-channel Retail, Retail Sales, Sustainable Business, Corporate Social..., E-commerce, E-commerce Optimization, Business Strategy, Microsoft Office, Merchandising, Competitive Analysis, Social Networking, Sales, Social Media Marketing, Marketing Strategy, Marketing, Market Research, P&L Management, Start-ups
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2001
BS&BA, Finance / Studio Art
Jennifer Kinville, SPHR's Prime, Buchholz & Associates Experience 2004 - Present
Job Human Resources
Industry Investment Management
Experience
Prime, Buchholz & Associates 2004 - Present
Sandial Systems 2000 - 2004
Cabletron 1995 - 2000
Cabletron 1992 - 1995
Education
New England College
BS, Human Services
Plymouth State University
MBA
Prime, Buchholz & Associates 2004 - Present
Sandial Systems 2000 - 2004
Cabletron 1995 - 2000
Cabletron 1992 - 1995
Education
New England College
BS, Human Services
Plymouth State University
MBA
Sean Higman's Prime, Buchholz & Associates Experience January 2003 - Present
Job Principal at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates January 2003 - Present
Mpower Communications June 2000 - December 2002
Rochester Gas & Electric September 1988 - June 2000
Telco Systems October 1986 - September 1988
Lockheed Sanders July 1984 - October 1986
Skills
CMA
Education
Northeastern University 1982 — 1984
MBA, Finance
Niagara University 1978 — 1982
BBA, Accounting
Niagara Catholic 1974 — 1978
Prime, Buchholz & Associates January 2003 - Present
Mpower Communications June 2000 - December 2002
Rochester Gas & Electric September 1988 - June 2000
Telco Systems October 1986 - September 1988
Lockheed Sanders July 1984 - October 1986
Skills
CMA
Education
Northeastern University 1982 — 1984
MBA, Finance
Niagara University 1978 — 1982
BBA, Accounting
Niagara Catholic 1974 — 1978
Patrick Curry's Prime, Buchholz & Associates Experience March 2012 - Present
Job Investment Analyst at Prime Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates March 2012 - Present
Wellfleet September 2010 - Present
Skills
Portfolio Management, Bloomberg Terminal, Investments, Microsoft Office, Hedge Funds, MS Office Suite, Asset Allocation, Mutual Funds, Forecasting, Bloomberg, Data Analysis, Microsoft Excel, Investment Strategies, Fixed Income, Equities, Event Planning, Live Events, Contractual Agreements, Music Industry, Booking Shows, Music Management, Wedding Bands, Live Performer, Endowments, Foundations, Private Foundations, Community Foundations
Education
Southern New Hampshire University 2006 — 2008
Global MBA, Marketing, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2001
Bachelor, Business Administration
Prime, Buchholz & Associates March 2012 - Present
Wellfleet September 2010 - Present
Skills
Portfolio Management, Bloomberg Terminal, Investments, Microsoft Office, Hedge Funds, MS Office Suite, Asset Allocation, Mutual Funds, Forecasting, Bloomberg, Data Analysis, Microsoft Excel, Investment Strategies, Fixed Income, Equities, Event Planning, Live Events, Contractual Agreements, Music Industry, Booking Shows, Music Management, Wedding Bands, Live Performer, Endowments, Foundations, Private Foundations, Community Foundations
Education
Southern New Hampshire University 2006 — 2008
Global MBA, Marketing, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2001
Bachelor, Business Administration
Sarah St. Peter's Prime, Buchholz & Associates Experience 2006 - 2010
Job Accounts Receivable Analyst
Industry Staffing and Recruiting
Experience
American Tower June 2015 - Present
Personal Investment Property July 2012 - Present
Madison Resource Funding March 2013 - January 2015
Madison Resource Funding October 2012 - May 2013
National Passport Center February 2010 - October 2012
Prime, Buchholz & Associates 2006 - 2010
National Visa center 2000 - 2004
Skills
Oracle, Account Reconciliation, Business Analysis, Invoicing, Databases, Performance Attribution, Microsoft Excel, Data Entry, Accounting, Auditing, Access, Microsoft Office, Analysis, Research, Data Analysis, Financial Analysis, Business Intelligence, Account Management, Outlook
Education
Southern New Hampshire University 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern New Hampshire University 2000 — 2004
Bachelor's Degree, Information Technology and Minor in Sociology
Spaulding High School
American Tower June 2015 - Present
Personal Investment Property July 2012 - Present
Madison Resource Funding March 2013 - January 2015
Madison Resource Funding October 2012 - May 2013
National Passport Center February 2010 - October 2012
Prime, Buchholz & Associates 2006 - 2010
National Visa center 2000 - 2004
Skills
Oracle, Account Reconciliation, Business Analysis, Invoicing, Databases, Performance Attribution, Microsoft Excel, Data Entry, Accounting, Auditing, Access, Microsoft Office, Analysis, Research, Data Analysis, Financial Analysis, Business Intelligence, Account Management, Outlook
Education
Southern New Hampshire University 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern New Hampshire University 2000 — 2004
Bachelor's Degree, Information Technology and Minor in Sociology
Spaulding High School
Dan Ricci's Prime, Buchholz & Associates Experience September 2015 - Present
Job Manager, Business & Data Analytics at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates September 2015 - Present
Prime, Buchholz & Associates June 2013 - September 2015
Prime, Buchholz & Associates December 2010 - June 2013
Liberty Mutual July 2009 - December 2010
Northwestern Mutual 2007 - 2009
Skills
Visual Basic, T-SQL
Education
University of New Hampshire
Bachelor's degree, Finance, General
Prime, Buchholz & Associates September 2015 - Present
Prime, Buchholz & Associates June 2013 - September 2015
Prime, Buchholz & Associates December 2010 - June 2013
Liberty Mutual July 2009 - December 2010
Northwestern Mutual 2007 - 2009
Skills
Visual Basic, T-SQL
Education
University of New Hampshire
Bachelor's degree, Finance, General
Michael Toland's Prime, Buchholz & Associates Experience September 2010 - Present
Job Director of Risk Management at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates September 2010 - Present
Redbrick Capital 2004 - November 2009
Harvard Management Company 1998 - 2004
Education
Fairfield University 1989 — 1993
BA, Economics, Mathematics
Boston College High School 1985 — 1989
Prime, Buchholz & Associates September 2010 - Present
Redbrick Capital 2004 - November 2009
Harvard Management Company 1998 - 2004
Education
Fairfield University 1989 — 1993
BA, Economics, Mathematics
Boston College High School 1985 — 1989
Kristy Landry's Prime, Buchholz & Associates Experience May 2000 - Present
Job TeamLeader at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime Buchholz January 2008 - Present
Prime, Buchholz & Associates May 2000 - Present
Prime Buchholz May 2000 - Present
Prime Buchholz May 2000 - Present
Prime Buchholz January 2000 - Present
Prime Buchholz January 2000 - January 2005
Education
Bentley University
BS, Economics and Finance
Prime Buchholz January 2008 - Present
Prime, Buchholz & Associates May 2000 - Present
Prime Buchholz May 2000 - Present
Prime Buchholz May 2000 - Present
Prime Buchholz January 2000 - Present
Prime Buchholz January 2000 - January 2005
Education
Bentley University
BS, Economics and Finance
Phil Hyman, CFA's Prime, Buchholz & Associates Experience February 2007 - November 2010
Job Vice President Manager of Performance Analysis at BNY Mellon
Industry Investment Management
Experience
BNY Mellon November 2010 - Present
Prime, Buchholz & Associates February 2007 - November 2010
Fidelity Investments May 1999 - January 2007
State Street Global Advisors 1994 - 1995
Skills
Mutual Funds, Hedge Funds, Investments, Bloomberg, ETFs, Asset Managment, Investment Strategies, Portfolio Management, Investment Advisory, Equity Research, Valuation, Bloomberg Terminal, Wealth Management, Asset Allocation, Performance Attribution, Fixed Income, Performance Measurement, Financial Analysis, Alternative Investments, Equities, Bonds, Asset Management, Derivatives, Financial Markets, Financial Services, Investment Management, Private Equity, Securities
Education
University of New Haven 1991 — 1992
MBA
State University of New York at New Paltz 1986 — 1990
BS, Psychology
BNY Mellon November 2010 - Present
Prime, Buchholz & Associates February 2007 - November 2010
Fidelity Investments May 1999 - January 2007
State Street Global Advisors 1994 - 1995
Skills
Mutual Funds, Hedge Funds, Investments, Bloomberg, ETFs, Asset Managment, Investment Strategies, Portfolio Management, Investment Advisory, Equity Research, Valuation, Bloomberg Terminal, Wealth Management, Asset Allocation, Performance Attribution, Fixed Income, Performance Measurement, Financial Analysis, Alternative Investments, Equities, Bonds, Asset Management, Derivatives, Financial Markets, Financial Services, Investment Management, Private Equity, Securities
Education
University of New Haven 1991 — 1992
MBA
State University of New York at New Paltz 1986 — 1990
BS, Psychology
Chris Grillo's Prime, Buchholz & Associates Experience June 2010 - January 2011
Job Capital Markets Product Manager at Bonaire A Broadridge Company
Industry Financial Services
Experience
Broadridge Financial Solutions December 2014 - Present
Eze Software Group May 2013 - Present
Eze Castle Software August 2011 - May 2013
Prime, Buchholz & Associates June 2010 - January 2011
Bowdoin College 2007 - 2011
Skills
Brewing, Business
Education
Bowdoin College 2007 — 2011
Government and Legal Studies, Government, Economics
Tuck Business Bridge Program at Dartmouth College 2009 — 2009
Broadridge Financial Solutions December 2014 - Present
Eze Software Group May 2013 - Present
Eze Castle Software August 2011 - May 2013
Prime, Buchholz & Associates June 2010 - January 2011
Bowdoin College 2007 - 2011
Skills
Brewing, Business
Education
Bowdoin College 2007 — 2011
Government and Legal Studies, Government, Economics
Tuck Business Bridge Program at Dartmouth College 2009 — 2009
Tara Forcier, CIPM's Prime, Buchholz & Associates Experience November 2011 - Present
Job Investment Analyst at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates November 2011 - Present
Prime, Buchholz & Associates January 2008 - July 2011
Prime, Buchholz & Associates June 2004 - December 2007
Education
Bentley University 2000 — 2004
Bachelors, Finance
Prime, Buchholz & Associates November 2011 - Present
Prime, Buchholz & Associates January 2008 - July 2011
Prime, Buchholz & Associates June 2004 - December 2007
Education
Bentley University 2000 — 2004
Bachelors, Finance
Leslie Modica's Prime, Buchholz & Associates Experience November 2012 - October 2014
Job Freelance Writer & Editor
Industry Investment Management
Experience
Prime, Buchholz & Associates November 2012 - October 2014
Prime, Buchholz & Associates September 2010 - November 2012
Foster's Daily Democrat August 2007 - September 2010
Inside Columbia Magazine May 2006 - December 2006
Skills
Editing, Publications, Newspapers, Copy Editing, Media Relations, Feature Articles, News Writing, Blogging, Magazines, AP Style, Proofreading, Storytelling, Freelance Writing, Journalism, Newspaper, Press Releases, Social Media, Newsletters, Facebook, Public Relations, Marketing, Marketing Communications, Writing, Copywriting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
University of Missouri-Columbia 2002 — 2006
B.A., Journalism, Political Science
Prime, Buchholz & Associates November 2012 - October 2014
Prime, Buchholz & Associates September 2010 - November 2012
Foster's Daily Democrat August 2007 - September 2010
Inside Columbia Magazine May 2006 - December 2006
Skills
Editing, Publications, Newspapers, Copy Editing, Media Relations, Feature Articles, News Writing, Blogging, Magazines, AP Style, Proofreading, Storytelling, Freelance Writing, Journalism, Newspaper, Press Releases, Social Media, Newsletters, Facebook, Public Relations, Marketing, Marketing Communications, Writing, Copywriting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
University of Missouri-Columbia 2002 — 2006
B.A., Journalism, Political Science
Christopher Caseley's Prime, Buchholz & Associates Experience January 2008 - Present
Job Business Unit Leader at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates January 2008 - Present
Prime, Buchholz & Associates April 2005 - December 2007
Putnam Investments June 1998 - December 2004
Skills
Alternative Investments, Mutual Funds, Equities, Investment Strategies, Hedge Funds
Education
Franklin Pierce University 1997 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of New Hampshire 1988 — 1992
Bachelor’s Degree, Health and Physical Education/Fitness
Prime, Buchholz & Associates January 2008 - Present
Prime, Buchholz & Associates April 2005 - December 2007
Putnam Investments June 1998 - December 2004
Skills
Alternative Investments, Mutual Funds, Equities, Investment Strategies, Hedge Funds
Education
Franklin Pierce University 1997 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of New Hampshire 1988 — 1992
Bachelor’s Degree, Health and Physical Education/Fitness
Nicole Gadsby's Prime, Buchholz & Associates Experience December 2003 - Present
Job Senior Performance Analyst at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates December 2003 - Present
Tru Form Industries January 2000 - November 2003
Skills
Bloomberg, Performance Attribution, Fixed Income, Equities, Hedge Funds, Asset Allocation, Alternative Investments, Equity Research, Asset Management, Investments, Mutual Funds, Valuation, Investment Strategies, Portfolio Management, Bloomberg Terminal, Financial Modeling, Quantitative Analytics, Morningstar, Institutional..., Performance Analysis
Education
Merrimack College 1997 — 1998
Northern Essex Community College
Business Administration and Management, General
Prime, Buchholz & Associates December 2003 - Present
Tru Form Industries January 2000 - November 2003
Skills
Bloomberg, Performance Attribution, Fixed Income, Equities, Hedge Funds, Asset Allocation, Alternative Investments, Equity Research, Asset Management, Investments, Mutual Funds, Valuation, Investment Strategies, Portfolio Management, Bloomberg Terminal, Financial Modeling, Quantitative Analytics, Morningstar, Institutional..., Performance Analysis
Education
Merrimack College 1997 — 1998
Northern Essex Community College
Business Administration and Management, General
Robert Clausen, CIPM's Prime, Buchholz & Associates Experience December 2006 - February 2008
Job Performance Analyst at DDJ Capital Management
Industry Financial Services
Experience
DDJ Capital Management May 2011 - Present
BNY Mellon February 2008 - May 2011
Prime, Buchholz & Associates December 2006 - February 2008
Keller Companies June 2006 - December 2006
Skills
Bloomberg, Alternative Investments, Asset Managment, Portfolio Management, Morningstar, Strategic Financial..., Financial Analysis, Fixed Income, Performance Attribution, Bloomberg Terminal, Equities, Asset Allocation, Equity Research, Mutual Funds, Investment Strategies, Financial Modeling, Valuation, Investments, Hedge Funds, Institutional Investors
Education
Bryant University 2003 — 2006
BS, Finance
DDJ Capital Management May 2011 - Present
BNY Mellon February 2008 - May 2011
Prime, Buchholz & Associates December 2006 - February 2008
Keller Companies June 2006 - December 2006
Skills
Bloomberg, Alternative Investments, Asset Managment, Portfolio Management, Morningstar, Strategic Financial..., Financial Analysis, Fixed Income, Performance Attribution, Bloomberg Terminal, Equities, Asset Allocation, Equity Research, Mutual Funds, Investment Strategies, Financial Modeling, Valuation, Investments, Hedge Funds, Institutional Investors
Education
Bryant University 2003 — 2006
BS, Finance
Brittany Schulthess's Prime, Buchholz & Associates Experience March 2013 - Present
Job Business Support Analyst at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates March 2013 - Present
Education
Colorado State University 2002 — 2006
Bachelor's, Business Administration with a concentration in Finance
Jönköping University 2005 — 2005
International Business
Prime, Buchholz & Associates March 2013 - Present
Education
Colorado State University 2002 — 2006
Bachelor's, Business Administration with a concentration in Finance
Jönköping University 2005 — 2005
International Business
Geoffrey Lordi's Prime, Buchholz & Associates Experience March 2011 - Present
Job Investment Committee at Sierra+Tango Condominium Reserve Fund
Industry Higher Education
Experience
Sierra+Tango Condominium Reserve Fund August 2014 - Present
Prime, Buchholz & Associates March 2011 - Present
Abitus Funds September 2007 - Present
Brandeis University January 2010 - March 2011
ANSER July 2002 - April 2008
Skills
Technical Analysis, Valuation Modeling, Portfolio Management, Equities, Valuation, Private Equity, Emerging Markets, Asset Allocation, Mutual Funds, Bloomberg, Economics, Fixed Income, Investments, Asset Managment, Financial Modeling, Quantitative Analytics, Equity Research, Risk Management, Hedge Funds, Bloomberg Terminal, Macroeconomics, Alternative Investments
Education
Brandeis International Business School 2008 — 2010
MSF, International Investments & Risk
University of Pennsylvania
BA, Physics & Political Science
University of South Carolina-Columbia
Master's degree, International Relations and National Security Studies
Sierra+Tango Condominium Reserve Fund August 2014 - Present
Prime, Buchholz & Associates March 2011 - Present
Abitus Funds September 2007 - Present
Brandeis University January 2010 - March 2011
ANSER July 2002 - April 2008
Skills
Technical Analysis, Valuation Modeling, Portfolio Management, Equities, Valuation, Private Equity, Emerging Markets, Asset Allocation, Mutual Funds, Bloomberg, Economics, Fixed Income, Investments, Asset Managment, Financial Modeling, Quantitative Analytics, Equity Research, Risk Management, Hedge Funds, Bloomberg Terminal, Macroeconomics, Alternative Investments
Education
Brandeis International Business School 2008 — 2010
MSF, International Investments & Risk
University of Pennsylvania
BA, Physics & Political Science
University of South Carolina-Columbia
Master's degree, International Relations and National Security Studies
Stephan Tavernini's Prime, Buchholz & Associates Experience August 2011 - January 2012
Job Financial Analyst I at Maine Industrial Tire
Industry Financial Services
Experience
Maine Industrial Tire June 2012 - Present
Preferred Financial Services January 2010 - August 2012
Prime, Buchholz & Associates August 2011 - January 2012
Preferred Financial Services August 2010 - February 2011
Preferred Financial Services March 2010 - February 2011
Preferred Financial Services December 2009 - March 2010
Panalpina World Transport September 2007 - March 2009
Skills
Advanced Excel (Pivot..., Powerpoint Presentation..., Outlook, Lotus Notes, Google Adwords, Google Analytics, CPC Campaigns, Marketing, Budgets, Analysis, Sales, Time Management
Education
2009 Graduate of the University of New Hampshire 2005 — 2009
B.S, Business Administration; International Business and Economics
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
BS, Business Administration with an Option in International Business
Maine Industrial Tire June 2012 - Present
Preferred Financial Services January 2010 - August 2012
Prime, Buchholz & Associates August 2011 - January 2012
Preferred Financial Services August 2010 - February 2011
Preferred Financial Services March 2010 - February 2011
Preferred Financial Services December 2009 - March 2010
Panalpina World Transport September 2007 - March 2009
Skills
Advanced Excel (Pivot..., Powerpoint Presentation..., Outlook, Lotus Notes, Google Adwords, Google Analytics, CPC Campaigns, Marketing, Budgets, Analysis, Sales, Time Management
Education
2009 Graduate of the University of New Hampshire 2005 — 2009
B.S, Business Administration; International Business and Economics
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
BS, Business Administration with an Option in International Business
Mary Prescott's Prime, Buchholz & Associates Experience June 2012 - Present
Job Analyst at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates June 2012 - Present
Prime, Buchholz & Associates June 2011 - Present
US FIRST February 2011 - Present
New Hampshire Historical Society September 2009 - June 2011
New Hampshire Historical Society September 2009 - June 2011
Education
Southern New Hampshire University 2014 — 2017
Master of Science (M.S.), Finance
University of New Hampshire-Manchester 2008 — 2011
BA, Business
University of New Hampshire: Thompson School
Applied Science; Associate, Applied Science; Equine Management
Prime, Buchholz & Associates June 2012 - Present
Prime, Buchholz & Associates June 2011 - Present
US FIRST February 2011 - Present
New Hampshire Historical Society September 2009 - June 2011
New Hampshire Historical Society September 2009 - June 2011
Education
Southern New Hampshire University 2014 — 2017
Master of Science (M.S.), Finance
University of New Hampshire-Manchester 2008 — 2011
BA, Business
University of New Hampshire: Thompson School
Applied Science; Associate, Applied Science; Equine Management
Alicia Ferriero's Prime, Buchholz & Associates Experience February 2005 - February 2007
Job Training Specialist at IAPP International Association of Privacy Professionals
Industry Education Management
Experience
IAPP - International Association of Privacy Professionals July 2013 - Present
Airgas East, Inc May 2011 - Present
Leddy Group July 2007 - May 2011
Prime, Buchholz & Associates February 2005 - February 2007
Durkee Personnel May 2004 - July 2004
Philbrick’s Sports September 2002 - March 2004
Delta Dental Plans Association January 2001 - May 2002
Delta Dental Plans Association November 1999 - January 2001
Sullivan and Cogliano September 1998 - November 1999
Skills
Microsoft Excel, Organization, Human Resources, Microsoft Office, Payroll, Software Documentation, Training
Education
University of Northern Colorado 1993 — 1997
Bachelor of Arts (B.A.), Sociology
IAPP - International Association of Privacy Professionals July 2013 - Present
Airgas East, Inc May 2011 - Present
Leddy Group July 2007 - May 2011
Prime, Buchholz & Associates February 2005 - February 2007
Durkee Personnel May 2004 - July 2004
Philbrick’s Sports September 2002 - March 2004
Delta Dental Plans Association January 2001 - May 2002
Delta Dental Plans Association November 1999 - January 2001
Sullivan and Cogliano September 1998 - November 1999
Skills
Microsoft Excel, Organization, Human Resources, Microsoft Office, Payroll, Software Documentation, Training
Education
University of Northern Colorado 1993 — 1997
Bachelor of Arts (B.A.), Sociology
John Furtado's Prime, Buchholz & Associates Experience 2010 - 2015
Job Investment Operations
Industry Investment Management
Experience
Prime, Buchholz & Associates 2010 - 2015
State Street Global Advisors 2007 - 2010
State Street Corporation 2000 - 2007
Skills
Fixed Income, Bloomberg, Equities, Mutual Funds, Asset Management, Alternative Investments, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Trading, Derivatives, Visual Basic, Financial Services, Securities, Financial Analysis, Fund Accounting, Investment Management, Operational Analysis, Operational Risk, Anti Money Laundering, Private Equity, Wealth Management..., Operational Planning, Logistics Management, Operations Management, Microsoft Excel, Financial Reporting, Relationship Management
Education
Middlesex Community College
Prime, Buchholz & Associates 2010 - 2015
State Street Global Advisors 2007 - 2010
State Street Corporation 2000 - 2007
Skills
Fixed Income, Bloomberg, Equities, Mutual Funds, Asset Management, Alternative Investments, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Trading, Derivatives, Visual Basic, Financial Services, Securities, Financial Analysis, Fund Accounting, Investment Management, Operational Analysis, Operational Risk, Anti Money Laundering, Private Equity, Wealth Management..., Operational Planning, Logistics Management, Operations Management, Microsoft Excel, Financial Reporting, Relationship Management
Education
Middlesex Community College
Gregory DeSisto's Prime, Buchholz & Associates Experience January 2001 - Present
Job Managing Principal/Consultant at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates January 2001 - Present
Education
Boston College 1993 — 1996
Master of Business Administration (MBA), Finance, General
Fairfield University 1983 — 1987
Bachelor of Science (BS), Mathematics
Prime, Buchholz & Associates January 2001 - Present
Education
Boston College 1993 — 1996
Master of Business Administration (MBA), Finance, General
Fairfield University 1983 — 1987
Bachelor of Science (BS), Mathematics
Wilson S. Berglund, Jr. CFA's Prime, Buchholz & Associates Experience October 1998 - May 2000
Job Investment Management Professional
Industry Investment Management
Experience
PanAgora Asset Management February 2014 - Present
Mercer Investments December 2008 - November 2013
Putnam Investments May 2000 - December 2008
Prime, Buchholz & Associates October 1998 - May 2000
Skills
Fixed Income, Portfolio Management, Client Presentation, Investment Strategies, Asset Allocation, Asset Management, Alternative Investments, Investments, Business Development
Education
Colby College 1989 — 1993
Bachelor of Arts (BA), Economics
PanAgora Asset Management February 2014 - Present
Mercer Investments December 2008 - November 2013
Putnam Investments May 2000 - December 2008
Prime, Buchholz & Associates October 1998 - May 2000
Skills
Fixed Income, Portfolio Management, Client Presentation, Investment Strategies, Asset Allocation, Asset Management, Alternative Investments, Investments, Business Development
Education
Colby College 1989 — 1993
Bachelor of Arts (BA), Economics
Kristen Grenier's Prime, Buchholz & Associates Experience October 2010 - Present
Job Performance Analyst at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates October 2010 - Present
ABC Studios January 2010 - May 2010
Education
Southern New Hampshire University 2011 — 2015
Master of Business Administration (M.B.A.), International/Global Studies, 3.97
Fitchburg State University 2001 — 2004
Bachelor's degree, Film/Cinema/Video Studies
Prime, Buchholz & Associates October 2010 - Present
ABC Studios January 2010 - May 2010
Education
Southern New Hampshire University 2011 — 2015
Master of Business Administration (M.B.A.), International/Global Studies, 3.97
Fitchburg State University 2001 — 2004
Bachelor's degree, Film/Cinema/Video Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY