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
JP
Jessica Patten
Principal, Co-Head of Research
Marcia Kovalik
Managing Principal/General Counsel and Chief Compliance Officer
GJ
Greg Johnson
Vice President, Managing Principal/Sr. Consultant
Taylor Provost
Senior Investment Associate
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
JB
Joy Bunzel
Client Services
Sierra Investment Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth