ELS26: Governance That Works: Leading Endowments Through Uncertainty

Steve joined Prime Buchholz in 2024 and has more than 27 years of industry experience. In his role as Director of Consulting, he is responsible for the ongoing growth and development of our investment advisory practice and professional team. Prior to joining Prime Buchholz, Steve was Chief Executive Officer of the Institutional Limited Partners Association, a global consortium of over 600 institutional investors dedicated to advancing the interests of Limited Partners and their beneficiaries in the private markets. Earlier in his career, Steve spent nearly 20 years with Cambridge Associates, where he served as investment advisor for a number of endowments, foundations, family offices and government pools, launched and led the firm’s Asia Pacific practice, and concluded his tenure as Chief Operating Officer and a member of the Board of Directors. Steve earned his B.S. with concentration in finance from Boston College, where he was a graduate of the Carroll School of Management Honors Program.

Tim joined Prime Buchholz in 2021 and has 21 years of industry experience including as an investment officer. In his current role, he advises clients on all aspects of their investment programs. He serves as Co-Chair of the Firm’s Educational Practice Group, Co-Chair of the Firm’s OCIO Practice Group, and a member of the Firm’s Flexible Capital and Private Equity Asset Class Committees. Prior to joining Prime Buchholz, Tim was the chief investment officer and assistant treasurer for the College of the Holy Cross where he was responsible for the management of the College’s endowment and other long-term investments. He served as member of the College’s defined benefit plan and 403(b) plan committees and supported the board of trustees’ finance and audit committees. Tim is a member of the investment committee for the Diocese of Worcester. He earned his M.B.A. and Masters in Accounting from Northeastern University and B.A. from the College of the Holy Cross. Tim is a member of the CFA Institute/CFA Society Boston.

Anna Addonisio, CPA, brings more than 25 years of leadership experience across higher education, nonprofit, and private-sector organizations, including 20 years within the State University of New York (SUNY) system, and helped found and launch a medical school. She currently serves as Vice President for Finance and Administration at St. Bonaventure University. Her work spans financial, academic, managerial, and operational leadership, with expertise in accounting operations, grant management, risk management, financial forecasting, and audit oversight. Known as a strategic business partner and transformative change leader, she emphasizes team empowerment, collaborative problem-solving, and shared vision. Addonisio is a certified public accountant in NYS and earned an MBA and a B.S. in Accounting from Binghamton University and has completed executive programs at the Harvard Graduate School of Education and Wharton. She is also a Fellow with the American Council on Education.