Asset StrategyConsultants

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

Alfred J. Morrision
410-528-8282 Ext. 1043

Al is Co-Founder, Managing Principal and Senior Consultant in the Hunt Valley headquarters of Asset Strategy Consultants. He developed the firm`s affiliation with Callan Associates in 1991. In addition, he has directed the growth of the firm since its inception in Baltimore to an organization with operations in Boston, Charleston, 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 was sponsored by Foundations & Endowments Money Management.

Al has developed a special interest and consulting skills in the area of tax-exempt assets. This includes extensive knowledge of the regulatory and liability issues facing all individuals who act as fiduciaries. Al has presented seminars and written articles on fiduciary requirements under the Employee Retirement Income Security Act of 1974 (ERISA). Al has lectured to the Sellinger Scholars at the Sellinger School of Business at Loyola College in Maryland on the subject of institutional 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 and Merrill Lynch Pierce Fenner & Smith. He contributes to local activities through his involvement with the Ravens Lacrosse Club, and as a Board Member at Oldfields School in Glencoe, Maryland.

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