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

CO
Carol O'Neale
Principal/Consultant, Investment Consultant
Profile Photo
Thomas Lupone
Senior Investment Consultant
GD
Gregory Desisto
Managing Principal/Consultant
Profile Photo
Robert Thompson
Principal/Head of Flexible Capital (hedge funds & private credit) and Principal/Flexible Capital Analyst

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management