CFA
Director of Investment Strategy
Prime Buchholz
Portsmouth
New Hampshire
Session ID:
- 58
Richard M. Morrison, CFA – Director of Investment Strategy Rick joined Prime Buchholz in 2004. He has more than 23 years of experience in the industry, with specialized focus on hedge funds. Rick oversees the research team and is a member of Prime Buchholz’s Investment Committee, which guides the Firm’s investment strategy and decisions. He is also an active member Prime Buchholz’s four Asset Class Committees and directly advises a select number of clients. Prior to his current role, he served as Research Director for Prime Buchholz. Before joining the Firm, Rick was a market risk analyst at Harvard Management Company and a financial analyst at Fidelity Investments. Rick earned his Master’s in Finance from Boston College and B.S. in Business Administration with a concentration in Finance from Northeastern University. He is a member of CFA Institute/Boston Security Analysts Society.