by ASCAdmin | Jun 26, 2020
Robert G. Merrick, III Principal & DIRECTOR OF NON-PROFITS Bobby is a Principal in the Hunt Valley headquarters of Asset Strategy Consultants.
His primary role focuses on client development – working with non-profit organizations. Previously, Bobby held...
by ASCAdmin | Jun 26, 2020
David E. Saunders, II Principal & Sr. Consultant David is a Principal and Senior Consultant located in the Hunt Valley headquarters. David guides the long-term investment strategy for the firm’s clients. He is also a member of the firm’s Management Committee. ...
by ASCAdmin | Jun 26, 2020
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...
by ASCAdmin | Jun 26, 2020
ALFRED J. MORRISON Founder & 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...
by ASCAdmin | Jun 5, 2020
Charles E. “Ted” Herget, Jr. Founder & 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...