ELS25: The Future of Data in Investment Management

Jason Bull joined the University of Georgia Foundation in 2018 and has more than 20 years of investment management experience. As the chief investment officer, he is responsible for managing the foundation's $1.8 billion endowment, overseeing asset allocation, and ensuring the foundation meets its long-term financial goals. Before joining the Foundation, Bull was a managing director at Emory University, where he led investments in global public equities. Earlier in his career, Bull worked as a financial analyst at Goldman Sachs. He holds an MBA from Emory University’s Goizueta Business School and a BS in mathematics and economics from Eastern Michigan University. Bull is also a CFA charterholder.

Bill McCarron joined Prime Buchholz in 1990 and has served as the firm’s president since 1999. He has more than 40 years of industry experience. McCarron is a member of the firm’s Executive Committee and Diversity, Equity, and Inclusion Council. Formerly, he was a consultant with New England Pension Consultants and, prior to that, a senior investment officer of Boston Safe Deposit and Trust, responsible for analytical services to major pension funds. Earlier, McCarron was a colleague of Prime Buchholz co-founder Jon Prime at the Wellesley Group, where he was involved in a full range of client investment advisory services. McCarron currently serves as a trustee of the Boston Latin School Foundation and chairperson of its investment committee. He is also a member of the Board of Governors for the Boston Athletic Association and serves as its treasurer.

McCarron earned his BS from Suffolk University’s School of Management.

Dan Ricci joined Prime Buchholz in 2010 and has more than 16 years of experience. As the director of information systems, he is responsible for overseeing the development of enterprise applications and data aggregation processes. Before his current role, he served time as a senior systems analyst, business analyst, and performance analyst at Prime Buchholz. Before Prime Buchholz, he was an associate financial analyst for Liberty Mutual Insurance Company. In addition to his core responsibilities, he serves as a member of the firm's Diversity, Equity, and Inclusion Council. 

Ricci has an MS in information systems with a concentration in data science from Northwestern University and a BS in finance from the University of New Hampshire. He is a member of the CFA Institute/CFA Society Boston.