Venture Investment Associates, Inc.
Following business school at Dartmouth, Cliff joined Merrill Lynch in NYC and was focused on building and investing in private equity globally. He then joined Prime Buchholz and Associates. PB&A is an investment advisory business based in Portsmouth, NH with $30 billion + under advisement. Their focus is on providing advisory and investment guidance for small to medium non-profit organizations – over 300 at the time (mostly endowments and foundations). He was responsible for all private capital investing and built the firm’s research capabilities. He was a member of the asset allocation and equity committees and worked directly with the non-profits to enhance their investing platforms.
Since 2008 Cliff has worked at Venture Investment Associates which is based in Peapack. Since 1993, VIA has built and invested in a dozen partnerships predominantly on behalf of non-profit organizations.
Cliff brings to the Bonnie Brae Board of Trustees experience blending finance and investing and interacting with non-profit groups in their endeavor to build their portfolios and fulfill their organizational strategies.