Meet the Staff


SENIOR MANAGEMENT

Charles E. “Ted” Herget, Jr.
Principal

Ted is Co-Founder and Principal in the Hunt Valley headquarters of Asset Strategy Consultants. For over 30 years, he has been a consultant to qualified retirement plans, endowments and foundations, and corporate insurance reserves on investment strategy and the selection and monitoring of investment managers.

Ted earned his Bachelor of Science Degree in Business Administration from Loyola University in Baltimore. He completed courses in taxation, retirement planning, employee benefits and investments at The Johns Hopkins University and the University of Baltimore. He has attended The Endowment Institute at Harvard Business School.

Alfred J. Morrison
Managing Principal

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, and Raleigh/Durham.

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.

John F. Meehan, CFA, CPA
Principal & Director of Research

John is a Principal and Director of Investment Research in the Hunt Valley Headquarters of Asset Strategy Consultants.

John is responsible for investment manager searches and performance attribution reports, quarterly client reporting, analysis of alternative investments, research of the capital markets and other analytical projects. He also manages the Hunt Valley analytical staff of five professionals.

John is a graduate of the University of Maryland with a B.S. in both Finance and Accounting. John has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Baltimore and the AICPA.

Robert “Bobby” G. Merrick, III
Principal

Bobby is a Principal in the Hunt Valley headquarters of Asset Strategy Consultants.

Bobby’s primary role focuses on Business Development with endowments, foundations and qualified retirement plans.  His 30 years of experience in the for-profit sector include senior positions at JPMorgan, Kidder Peabody and Coe Capital Management.  His area of expertise centered around investment management, capital markets and mission-related investing.

In the non-profit sector, Bobby has served on a number of boards and investment committees in the region.  Currently, serving on the b0ards of the Hippodrome Foundation, France-Merrick Foundation and UMBC Board of Visitors.

Bobby graduated with a BA in English Literature from St. Lawrence University.

David E. Saunders, II
Principal

David E. Saunders, II is a Principal of Asset Strategy Consultants.  He is located in our Hunt Valley headquarters of ASC.  He has nearly 20 years of experience in the investment management industry.  He is co-consultant with several accounts, serving those with endowment/foundation, defined contribution and insurance companies.  In addition, David works with the analytical team conducting manager research due diligence.

David’s achievements include:

  • Affiliate Instructor (Portfolio Management) – Loyola/Sellinger School of Business and Management
  • Chartered Financial Analyst (CFA) program – Level III candidate (2017)
  • Callan College for Investment Managers (2010)
  • Callan College for Fiduciary Training (2016)
  • Member CFA Society of Baltimore

David graduated from Wofford College with a Bachelors of Arts in Finance and holds an MBA from Carey Business School.  He is also Chairman of the Investment Committee for the Fuel Fund of Maryland.

CONSULTANTS

Edwin R. Boyer
Principal & Sr. Consultant

Ed is a Principal and Senior Consultant in the Hunt Valley headquarters of Asset Strategy Consultants.

He specializes in evaluating investment management organizations and the risks associated with various structures. Ed has particular expertise in the area of Alternative Investments, such as Venture Capital, Private Equity, Hedge Funds, Real Estate, Natural Resources, etc.

Ed is a graduate of the University of Colorado with a Bachelor of Science degree in Business Administration.

Joseph T. Chadwick, Jr., Esq.
Sr. Consultant

Joe is a Senior Consultant in the Hunt Valley headquarters of Asset Strategy Consultants.

He has worked with retirement programs, foundations and endowments providing a full range of advice on investment policy, manager selection, performance monitoring, plan design and employee communications and education. He also has considerable experience with insurance company and health cost issues, as well as the public sector retirement programs.

Joe has a B.A. from Washington & Lee University, a J.D. from the University of Maryland School of Law, and completed the Executive Program at the University of Virginia Colgate Darden School of Business. Joe is a member of the Maryland Bar. He is past Chairman of the Governor’s Emergency Management Advisory Council and President of Angels of the OR Foundation.

William B. McCall, MBA, CFP
Sr. Consultant

Bill is a Principal and Senior Consultant of Asset Strategy Consultants.  He has over 34 years of experience in the Financial and Investment fields, including business experience domestically and internationally with three large Multinational corporations.

He earned his Bachelor of Science Degree in Foreign Service (International Economics) from Georgetown University.  A Master of Business Administration degree (MBA-Finance and Management) was conferred by Marymount University.

Other experience includes military service as a United States Army Ordnance Officer-Vietnam era, and Adjunct University Faculty.  He taught graduate and undergraduate courses in Investments, Portfolio Management, and Accounting for Control and Managerial Economics.

Bill’s primary focus on Business Development is directed toward associations, corporations and medical organizations.

He is licensed and registered in Financial Planning (CFA), insurance, and real estate.

Sara K. Morgan
Sr. Consultant

Sara is Senior Consultant and head of the Raleigh/Durham office of Asset Strategy Consultants.

Sara brings more than 30 years of experience in financial services to her retirement plan, endowment and foundation clients.

Sara graduated Cum Laude with a Bachelor of Arts degree from Hollins College, where she majored in Economics.

Clark G. Frese, CPC, AIFA
Sr. Consultant

Joining ASC in 2006, Clark is a Senior Consultant and heads our Harrisburg office. He is a Certified Pension Consultant (American Society of Pension Professionals and Actuaries), and Accredited Investment Fiduciary Auditor.

With over 25 years of experience as a Retirement Plans Consultant, he focuses on helping employers structure the most efficient and effective retirement plans for their employees. Clark works in tandem with management and administrators on plan analysis, retirement plans, fiduciary audits, and plan design and employee education.

He has earned a BA Business Administration from Villanova University and earned his CPC from the American Society of Pension Professionals and Actuaries. He became an Accredited Investment Fiduciary Auditor through the University of Pittsburgh in 2003, and is an former agent with the Treasury Department.

Stacy S. Heistand, QPA, QKA, QPFC, AIFA
Consultant

Stacy is a Consultant in our Harrisburg office with experience consulting on Defined Contribution and Defined Benefit retirement plans.

He began his career on the administration and recordkeeping side of the business as a retirement plans administrator with Merrill Lynch where he was responsible for the day-to-day servicing and annual compliance with multi-million dollar plans.

Stacy earned a B.S. in Finance from The Pennsylvania State University at Harrisburg. He is a member of the American Society of Pension Professionals and Actuaries through which he has attained the QPA-Qualified Pension Administrator, QKA-Qualified 401(k) Administrator, and QPFC- Qualified Plan Financial Consultant designations.

Kent A. Fitzpatrick, AIFA, ARPC, GFS, CBFA
Sr. Consultant

Kent A. Fitzpatrick is a Senior Consultant and head of our Boston office.

Kent provides comprehensive, customized investment advisory and retirement plan consulting, as well as counseling clients on asset allocation, fiduciary issues and investment strategies. Kent’s focus is on investment design, participant and committee education, investment policy statement, fiduciary governance, improving participant outcomes and investment monitoring, for the public and private corporate sector, as well as non-profit organizations.

Kent is a graduate from St. Anselm College with a BA in Financial Economics. Kent has been included in The 401kWire’s 300 Most Influential Advisors in Defined Contribution Plans. He is past president of the Retirement Advisors and Designers of America (RADA), an Advisor Council member of Envestnet Asset Management (NYSE: ENV) and a Board Member of Envestnet Retirement Solutions.

William O. Badger, MBA
Sr. Consultant

Bill joined our firm in 2006 and is a Senior Consultant and head of the Charleston Office of Asset Strategy Consultants. He has over 30 years of experience in the field of investments. He consults with qualified retirement plans, endowments and foundations. His consulting mission is to achieve superior investment performance, reduce risks and control expenses.

Bill graduated from Bucknell University with a BA in Economics and received his MBA in Finance from Georgia State University.

RESEARCH

Joshua D. Wingeart, MBA
Associate Research Analyst

Josh Wingeart is an Associate Research Analyst in the headquarters of Asset Strategy Consultants.

Josh has had experience with T. Rowe Price, initially in the retirement client service area and then in the mutual fund accounting group. Josh gained progressively higher responsibility, advancing to Mutual Fund Supervisor.

He has received a BA in Economics from Virginia Tech and an MBA with a concentration in Finance from Loyola University.

Rosario S. Salamone, MAFM, CIMA®
Research Analyst

Rosario “Sal” Salamone works in the Boston office of Asset Strategy Consultants as a Research Analyst.

Sal started his career in newscasting support for a major Boston TV news station. In his role as a Research Analyst, Sal uses his passion for portfolio management, fund and manager analysis towards supporting consultants and clients.

Sal is a graduate of Fitchburg State College with a Bachelor of Arts in Communications and Master of Accounting & Financial Management from the Keller Graduate School of Management of DeVry University.

Neil J. Moody, QKA
Research Analyst

Neil is a Research Analyst in our Harrisburg office.

Neil earned a Bachelor of Science in Industrial Management from Indiana University of Pennsylvania. He is a member of the American Society of Pension Professionals and Actuaries through which he has attained the QKA-Qualified 401(k) designation.

Pawitra “Pawe” Kc, MBA
Research Analyst

Pawe is a Research Analyst in the Investment Research and Analytical Group of the Hunt Valley headquarters of Asset Strategy Consultants.

She is responsible for the analysis of client statements, quarterly reporting, performance attribution reports, investment manager searches and special analytical projects.

Pawe received an MBA in Finance from the University of Baltimore/Towson University and a Bachelor of Business Administration in Management from the University of Texas at Arlington. She worked at Towson University as a Graduate Assistant in the College of Business and Economics.

Anne B. Hernandez, MBA, CFA
Sr. Research Analyst

Anne is a Senior Research Analyst in the Hunt Valley headquarters of Asset Strategy Consultants.

Anne performs a broad range of alternative, as well as traditional, investment manager searches. She and is responsible for asset allocations, quarterly reporting, performance attribution reports, investment manager searches and special analytical projects.

Anne graduated Cum Laude from the University of Richmond with a Bachelor of Science in Mathematics and holds an M.B.A. in Finance from Loyola College.

Mark C. Griffith, CPC, AIFA
Research Analyst

Mark is a Research Analyst in Asset Strategy Consultant’s Boston office.

He works as an independent investment management consultant, assisting plan sponsors with plan provider selection and fiduciary management.

Mark earned a Bachelor of Business Administration degree from the College of William and Mary in Virginia.

Rita H. Gilpin
Senior Performance Reporting Analyst

Rita is a Senior Performance Reporting Analyst in the Hunt Valley headquarters of Asset Strategy Consultants.

She is responsible for the analysis of client statements, quarterly reporting, performance attribution reports, investment manager searches and special analytical projects.

Rita received a BA from Mary Washington College.

Sean D. Conner
Performance Reporting Analyst

Sean Conner is a Performance Reporting Analyst in the Hunt Valley headquarters of Asset Strategy Consultants.

Sean’s duties at ASC focus on completion of monthly client performance measurement calculations, maintaining and producing monthly investment valuations and returns for marketable and non-marketable investments and preparation of reports for client quarterly meetings.

Sean has a BA in Economics from Salisbury University, where he was a member of the Omicron Delta Epsilon, International Honor Society in Economics and a 2008 Presidential Scholar.

Bennett W. Boyer
Associate Research Analyst

Bennett is an Associate Research Analyst in the Hunt Valley headquarters of Asset Strategy Consultants.

Bennett maintains and updates alternative investment client performance ledgers, production of annual alternative investment reports for clients, support of alternative asset research and support of client performance reporting.

Bennett is a graduate of Southern Methodist University with degrees in finance and economics.

BUSINESS DEVELOPMENT

India G. Suter, MBA
Director of Business Development

India is the Director of Business Development for Asset Strategy Consultants. India’s primary function is to initiate and maintain mutually beneficial relationships with select potential clients in the Mid-Atlantic Region. She is a graduate of the University of Mary Washington with a BA in History and an MBA from Johns Hopkins University.

Susan St. Hilaire
Administrative Assistant

Susan is Administrative Assistant for our Charleston, South Carolina office.

Susan is in charge of the management and implementation of the SalesForce database. Formerly, as the Director of Operations at Adagen Medical International, her job included setting up, implementing and managing the database so she is well versed in the intricacies of such programs. Her previous experience also includes Director of Vacation Rentals for Dunes Properties and later Sales and Marketing Assistant.

Susan has a bachelor degree in English Literature from University of Tennessee at Chattanooga.

Mary Pat Seurkamp, Ph.D.
Director of Educational Institutions

Mary Pat Seurkamp, Ph.D. is the Director of Educational Institutions for Asset Strategy Consultants.

Formerly the President of Notre Dame of Maryland University, Dr. Seurkamp will focus on the consulting relationships that Asset Strategy Consultants currently maintains in the higher education community and be responsible for new business development with educational institutions.

Kate Zimmerman
Business Development Administrator

Kate works in Asset Strategy Consultant’s Boston office as a Business Development Administrator.

Kate brings over 15 years of investment experience in sales and relationship management with private investors, non-for-profit and corporate retirement plans. She works with private clients delivering customized and comprehensive financial planning, estate, insurance and investment management solutions. She also consults with investment stewards and fiduciaries of corporate and non-profit retirement plans.

Kate attended the University of Rhode Island.

Carter N. Thallon
Marketing & Communication Administrator

Carter Thallon is located in the Boston, Massachusetts office of Asset Strategy Consultants working as a Marketing and Communication Administrator.

Carter manages communications materials and development, including video, social media, newsletters and client presentations.

Carter is a graduate of Tufts University with a Bachelor of Arts in English and Communications & Media Studies.

Richard R. Racine, AIF, PPC
Business Development Administrator

Richard R. Racine is a Business Development Administrator with the Boston office of Asset Strategy Consultants. He holds the designations of Accredited Investment Fiduciary from the Center for Fiduciary Studies at the University of Pittsburgh and a Professional Plan Consultant from the Financial Service Standards.

He has over 25 years of consulting experience providing solutions to clients in the Employee and Executive Benefits arenas. He specializes in advising employers in all aspects of health and welfare and retirement plans. This includes but is not limited to plan design, benefit funding methods, and compliance/fiduciary responsibilities.

Rick holds a Bachelor of Science degree from the University of Massachusetts, Amherst.

Jack K. Burke
Business Development Administrator

Jack Burke is a Business Development Administrator in the Boston office of Asset Strategy Consultants.

Jack Burke, started his career as a Financial Advisor with MassMutual initially out of college. Jack graduated from The University of South Carolina with a Bachelor of Science in Finance from the Darla Moore School of Business.

He is currently enrolled in the CFP program at the College for Financial Planning.

John R. Brodacki, III
Business Development Administrator

John Brodacki is a Business Development Administrator in the Boston office of Asset Strategy Consultants.

John’s focus is to help provide clients with solutions relating to financial planning, estate planning, and investment advice. John and his team focus on taking the time to meet with our clients to ensure that each of their needs and concerns are addressed appropriately and accurately.

Prior to joining ASC, John was the founder and managing partner of Castle Hill Financial Group, LLC. After 12 years of successful growth, John and his firm joined ASC, combining their resources and expertise to better help their clients.

John began his career in investment banking in New York City and earned his Bachelors of Science in Finance and a Pre-Law Degree from the Ancell School of Management at Western Connecticut. He holds his NASD Series 7 and 66 registrations and a Massachusetts LA&H Producers License.

Ryan C. McCarthy
Director of Business Development - Harrisburg

Ryan McCarthy is the Director of Business Development in the Harrisburg office of Asset Strategy Consultants.

Ryan leads the Harrisburg office marketing efforts and provides assistance for a variety of business development projects.

Ryan has received a BS in Mechanical Engineering at Drexel University, Philadelphia, Pennsylvania.

ADMINISTRATIVE SUPPORT

Dawn P. Durden
Office Manager

Dawn is the Office Manager for Asset Strategy Consultants located in the Hunt Valley headquarters.

Dawn provides administrative support in the preparation of reports, presentations and other client deliverables to the principals and consulting staff members of ASC.  She provides first level IT support to the firm nationwide and works with vendors to maintain communication abilities in all medias of ASC.

Melinda S. “Mindy” Friend
Client Services Manager/Executive Assistant

Mindy is a Client Services Manager/ Executive Assistant in the Hunt Valley headquarters of Asset Strategy Consultants.

She has over 26 years of experience in the financial services industry. This background has provided her with an understanding of the investment management process for both retirement plans and not-for-profit organizations.

As the Client Services Manager, her duties focused on client servicing, coordination of transactions and maintenance of online access to custodians, and performing various special projects for the Research Analysts and Consulting.

As Executive Assistant, Mindy supports managing principals and manages the workflow of transactions that need to be completed on behalf of our clients, as well as assist with any analytical research as required. She also acts as liaison with the majority of our clients whenever things need to be escalated to another level of service.

Jordan C. Jones
Client Services Administrator

Jordan Jones is a Client Services Administrator in the Boston office of Asset Strategy Consultants.

As the Client Services Administrator, Jordan supports the Boston retirement plan clients.  Her duties focus on client servicing, which may include coordination of transactions and maintenance of online access to custodians, as well as, performing various special projects.

Jordan graduated from George Washington University with a Bachelor of Arts in Psychology.

Melissa M. Lucas
Administrative Assistant

Melissa Lucas is an Administrative Assistant in the Hunt Valley headquarters of Asset Strategy Consultants.

She provides administrative support in the preparation of reports, presentations and other client deliverables to the principals and consulting staff members of ASC. Melissa is also responsible for covering and/or supporting the tasks of all administrative positions and assist the Business Development Team.

Melissa attended Towson University and received a BS in Business Administration.

 

Janet P. Scott
Finance Officer

Janet is the Finance Officer in the Hunt Valley headquarters of Asset Strategy Consultants.

Janet’s primary responsibilities include bookkeeping, accounts payable and receivable, and coordinating payroll and personnel issues.