Joined Prime Buchholz in 2008. More than 29 years of legal experience, over 20 of which are in the investment industry. Responsible for oversight and administration of the firm’s legal and compliance functions. Member of the firm's executive and risk management committees, Discretionary Management Oversight Committee. Previous experience: General counsel and chief compliance officer for investment advisor Citizens Advisers Inc.; a chief compliance officer of Citizens Funds, a family of socially responsible mutual funds; previously was in private practice, focusing on civil litigation and corporate law; law clerk to the Justices of the New Hampshire Superior Court. J.D. from the University
Marcia Kovalik
Managing Principal/General Counsel and Chief Compliance Officer
Prime, Buchholz & Associates
United States, New Hampshire, Portsmouth
About Me
Profile Information
Managing Principal/General Counsel and Chief Compliance Officer
Prime, Buchholz & Associates
Investment Team,Operations Team
Investor
Consultant
Portsmouth
New Hampshire
United States
Sep 13, 2024
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