Joined Prime Buchholz in 2021. More than 19 years of industry experience. Areas of expertise include developing diversified, multi-asset portfolios and advising clients on all aspects of their investment programs. Member of the firm’s Diversity, Equity, and Inclusion Council, as well as the mission-aligned investment and equity asset class committees. Previous experience: Analyst at Chesapeake Asset Management; controller for the Episcopal Diocese of New York. M.B.A. in financial management and economics (summa cum laude) from Pace University, B.S. in chemical engineering from the University of the West Indies, Trinidad. Member of the National Black M.B.A. Association; serves on the board


Carol O'Neale
Principal/Consultant, Investment Consultant
Prime, Buchholz & Associates
United States, New York, Mount Vernon
About Me
Profile Information
Principal/Consultant, Investment Consultant
Prime, Buchholz & Associates
Investment Team
Investor
Consultant
Mount Vernon
New York
United States
Jul 26, 2024
More profiles to browse
AG
Arman Gevorgyan
Principal
DS
Dean Steeger
Chairman of the Board
Taylor Provost
Senior Investment Associate
Richard Morrison
Director of Investment Strategy
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)