Asset StrategyConsultants


Headquarters
Six North Park Drive, Suite 208
Hunt Valley, MD 21030
410-528-8282
Fax: 410-528-8305
Toll Free: 1-866-344-8282




Alfred J. Morrision
410-528-8282 Ext. 1043
morrison@assetstrategyconsultants.com

Al is Co-Founder, Principal and Senior Consultant in the Hunt Valley
headquarters of Asset Strategy Consultants. He developed the firm`s
affiliation with Callan Associatesin 1991. In addition, he has directed
the growth of the firm since its inception inBaltimore to an organization
with operations in Boston, Charleston, Chicago, Harrisburg,
Raleigh/Durham and West Palm Beach.


In July 2008, Al was nominated as Consultant of the Year in the 2008 Nonprofit Awards for Excellence,
which wassponsored by Foundations & Endowments Money Management.

Al has developed a special interest and consulting skills in the area of tax-exempt assets. This includes
extensiveknowledge of the regulatory and liability issues facing all individuals who act as fiduciaries. Al has
presented seminarsand written articles on fiduciary requirements under the Employee Retirement Income
Security Act of 1974 (ERISA). Alhas lectured to the Sellinger Scholars at the Sellinger School of Business
at Loyola College in Maryland on the subject ofinstitutional investing. He has completed the Callan College
for Fiduciary Training.

Al earned his Bachelor of Science Degree in Business Administration from the University of Dayton. Upon
graduation,he entered the United States Air Force, obtaining the rank of Captain. After receiving an
Honorable Discharge from the Air Force, he started his career in the financial services industry, which
included Dupont, Walston & Company andMerrill Lynch Pierce Fenner & Smith. He currently serves on
the Board of the Trustees for Oldfields School. Hecontributes to local activities through his involvement on
the Board at Oldfields School and the Ravens Lacrosse Club.



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Six North Park Drive, Suite 208, Hunt Valley, MD 21030 Phone: 410-528-8282 Fax: 410-528-8305