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.

Adam Lerner
Principal/Head of Global Equity
Prime, Buchholz & Associates
United States, Massachusetts, Boston
About Me
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
CO
Carol O'Neale
Principal/Consultant, Investment Consultant
Sean Higman
Principal
Robert Thompson
Principal/Head of Flexible Capital (hedge funds & private credit) and Principal/Flexible Capital Analyst
BM
Brian Matthews
Principal/Consultant
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
JB
Joy Bunzel
Client Services
Sierra Investment Management