by ASCAdmin | Aug 4, 2020
William B. McCall, CFP Principal & 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...
by ASCAdmin | Aug 4, 2020
Teresa Y. Lee Performance Analyst Teresa is a Performance Analyst in the Hunt Valley headquarters of Asset Strategy Consultants. Her duties at ASC focus on calculation and analysis of investment performance, production of performance reports, and other reporting...
by ASCAdmin | Aug 4, 2020
Stacy S. Heistand, AIF®, QPA, QKA, QPFC, CFP® Sr. Consultant Stacy is a Consultant in our Harrisburg office with over 20 years of experience consulting on Defined Contribution and Defined Benefit retirement plans. With more than 20 years of experience in the...
by ASCAdmin | Aug 4, 2020
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...
by ASCAdmin | Aug 4, 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...
