CoverProfile

Richard Morrison

Director of Investment Strategy

Prime, Buchholz & Associates

United States, Massachusetts, Boston

About Me

Richard Morrison joined Prime Buchholz in 2004. He has more than 28 years of experience in the industry. Oversees the research team and helps guide the firm's investment strategy and decisions. He is a member of all five asset class committees, the discretionary management oversight committee, and the senior management group. Previously, Richard is a market risk analyst at Harvard Management Company and a financial analyst at Fidelity Investments. He earned his master's degree in finance from Boston College B.S. in business administration with a concentration in finance from Northeastern University. He is also a member of the CFA Institute/CFA Society Boston.

Profile Information

Director of Investment Strategy

Prime, Buchholz & Associates

Investment Team

Investor

Consultant

Boston

Massachusetts

United States

Aug 1, 2024

More profiles to browse

Profile Photo
Sean Higman
Principal
Profile Photo
Brian Pimentel
Principal/Consultant
CO
Carol O'Neale
Principal/Consultant, Investment Consultant
JF
Jon Forman
Investment Associate

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management