CoverProfile

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

View more

Profile Information

Managing Principal, Consultant

Prime, Buchholz & Associates

Investment Team,Operations Team

Investor

Consultant

Portsmouth

New Hampshire

United States

Sep 23, 2024

More profiles to browse

JF
Jon Forman
Investment Associate
BM
Brian Matthews
Principal/Consultant
CO
Carol O'Neale
Principal/Consultant, Investment Consultant
Profile Photo
Taylor Provost
Senior Investment Associate

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc