Co-Managing Partner, Director of Investments
She has over 30 years of experience in the investment management industry. Prior to joining Asset Strategy Consultants in 2006, Anne spent three years as Director of Client Service with Legg Mason Capital Management. She began her career with Investment Counselors of Maryland. Her role during her 12 years with ICM included managing all aspects of institutional and high net worth accounts from portfolio management to performance analysis, and client service.
Anne graduated Cum Laude from the University of Richmond with a Bachelor of Science in Mathematics and holds an MBA in Finance from Loyola College. She has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Baltimore. She has completed the Callan College for Fiduciary Training.
Founding Partner, Chairman
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.
Partner, 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.
Partner, 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.
Founding Partner, Chairman
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.
Jun 5, 2020