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Jeffrey Croteau

Managing Principal, Consultant

Prime, Buchholz & Associates

United States, New Hampshire, Portsmouth

About Me

Joined Prime Buchholz in 2000. More than 25 years of investment experience. Advises clients in all aspects of their investment program from the development of the investment policy statement (IPS) through structural implementation and ongoing manager evaluation; serves as the firm's Treasurer. Member of the firm’s executive committee and global equity asset class committee. Prior to his current role, he was the director of research at Prime Buchholz. Previous experience: Analyst and consultant to corporate and public pension clients at William M. Mercer Investment Consulting. B.S. in mathematics from Northeastern University. Member of the Dean’s Advisory Council, College of Science, North

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Profile Information

Managing Principal, Consultant

Prime, Buchholz & Associates

Investment Team,Operations Team

Investor

Consultant

Portsmouth

New Hampshire

United States

Sep 23, 2024

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