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Carol O'Neale

Principal/Consultant, Investment Consultant

Prime, Buchholz & Associates

United States, New York, Mount Vernon

About Me

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

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Profile Information

Principal/Consultant, Investment Consultant

Prime, Buchholz & Associates

Investment Team

Investor

Consultant

Mount Vernon

New York

United States

Jul 26, 2024

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