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
Taylor Provost
Senior Investment Associate
JC
Jonathan Crafts
Principal/Sr. Director Research and Senior Director Research- Private Equity

William F. McCarron
President
Jeffrey Croteau
Managing Principal, Consultant
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation