Kate D. Dumas, CFA, Principal/Consultant, Prime Buchholz

Kate joined Prime Buchholz in 2005 and has more than 18 years of experience in the industry.  In her current role, she provides advice to various endowment and foundation clients. She is co-chair of the Mission-Aligned Investment Committee, of which she was a founding member.  Kate’s experience includes helping clients develop investment programs that reflect their values and researching mission-aligned investments.  Previously, she served as a consulting analyst and a research analyst for the Firm, conducting due diligence on traditional as well as ESG managers, with a focus on U.S. equity.  Prior to joining Prime Buchholz, Kate was with Deutsche Bank AG and Mellon Trust. 

She earned her M.B.A. from the Leonard N. Stern School of Business at New York University, with a specialization in Finance and Global Business, and her B.A. from McGill University in Economics.  Kate is a member of the CFA Institute/Boston Security Analysts Society where she volunteers with its financial literacy initiative.  She also assists in facilitating seminars with Year Up and Invest In Girls.