We firmly believe that our people are our greatest asset, and we have built a staff of highly qualified and experienced professionals. Our consulting professionals average over 20 years of experience and we have experienced minimal staff turnover since our inception, which allows for excellent continuity in our professional staff, and client relationships.
Dedicated Consulting Teams
In an effort to harness all the skills necessary to properly service our valued clients, we have designed and used very successfully a dedicated five-person team assigned to the majority of client relationships.
The five-person team is structured as follows:
Consultant • Consultant • Analytical • Peer Review • Client Services
Charles E. “Ted” Herget, Jr.
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.
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.
Alfred J. Morrison
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.