CoverProfile

Adam Lerner

Principal/Head of Global Equity

Prime, Buchholz & Associates

United States, Massachusetts, Boston

About Me

Joined Prime Buchholz in 2007. More than 26 years of industry experience with a focus on U.S. equity. Member of the firm's global equity asset class committee and Mission-Aligned Investment Committee. Previous experience: Lead analyst on domestic equity at the Massachusetts Institute of Technology Investment Management Company; senior research analyst (equity) at Kobren Insight Management; fund accountant at Investors Bank & Trust. B.A. in economics and mathematics from Northwestern University. Member of the CFA Institute/CFA Society Boston.

Profile Information

Principal/Head of Global Equity

Prime, Buchholz & Associates

Investment Team

Investor

Consultant

Boston

Massachusetts

United States

Jul 28, 2024

More profiles to browse

Profile Photo
William F. McCarron
President
Profile Photo
Christopher Shaw
Principal & Consultant
AG
Arman Gevorgyan
Principal and Director | Research
Profile Photo
Sean Dubois
Investment Analyst

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation