Allocator Interview Highlights
Adam Lerner
Managing Director, Prime Buchholz
Founded in 1988, Prime Buchholz is one of the industry’s leading independent investment consulting firms, advising on over $80 billion in assets for a diverse range of clients, including colleges and universities, foundations, endowments, hospitals, pension plans, and other long-term investors.
Headquartered in Portsmouth, New Hampshire, with offices in Boston and Atlanta, the firm is known for its deep commitment to mission-driven organizations and its focus on building customized, research-driven investment programs. Prime Buchholz provides strategic advice across asset classes, from traditional public markets to private equity, venture capital, and impact investing, helping clients achieve their long-term financial and mission-oriented goals.
Adam Lerner joined Prime Buchholz in 2007 and brings more than 29 years of investment industry experience. He conducts manager due diligence across the public equity space, with primary coverage of both domestic and global equity managers. Adam serves as Chair of the firm’s Equity Asset Class Committee, leads the Performance Working Group, and is a member of both the Investment Committee and the Senior Management Group.
Before joining Prime Buchholz, Adam was a member of the Global Investment Team at the Massachusetts Institute of Technology Investment Management Company and a senior research analyst focused on equities at Kobren Insight Management. He earned his bachelor’s degree in economics and mathematical methods in the social sciences from Northwestern University and is currently enrolled in Columbia Business School’s Executive Education Chief Investment Officer Program. Adam is also a member of the CFA Institute and CFA Society Boston.
