Andrew W. Conner, CFA Mobile

Andrew W. Conner, CFA Principal & Chief Investment Officer Based in the firm’s Hunt Valley headquarters, Andy is a Principal and Chief Investment Officer of Asset Strategy Consultants. Andy has 20 years of investment experience, including twelve years as a senior...

ALFRED J. MORRISON Mobile

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...

Teresa Y. Lee

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...

Helen W. Anderson

Helen W. Anderson Client Services Private Wealth Helen Anderson oversees Client Services for Private Wealth in the Hunt Valley headquarters of Asset Strategy Consultants. Helen brings over 20 years of experience in financial services having previously worked at Alex....

Michael A. “Tony” King

Michael A. “Tony” King, CFA DIRECTOR OF PRIVATE WEALTH Tony is the Director of Private Wealth located in the Hunt Valley headquarters of ASC. Tony joined ASC through the acquisition of Belay Group, LLC, an RIA he founded. He is responsible for overseeing ASC’s Private...