Meet the Staff


SENIOR MANAGEMENT

Charles E. “Ted” Herget, Jr.
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 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.

Alfred J. Morrison
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 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.

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.

Robert “Bobby” G. Merrick, III
Principal

Bobby is a Principal in the Hunt Valley headquarters of Asset Strategy Consultants.

Bobby’s primary role focuses on Client Development with endowments, foundations and qualified retirement plans.  His 30 years of experience in the for-profit sector include senior positions at JPMorgan, Kidder Peabody and Coe Capital Management.  His area of expertise centered around investment management, capital markets and mission-related investing.

In the non-profit sector, Bobby has served on a number of boards and investment committees in the region.  Currently, serving on the boards of the Hippodrome Foundation, France-Merrick Foundation and UMBC Board of Visitors.

Bobby graduated with a BA in English Literature from St. Lawrence University.

David E. Saunders, II
Principal

David E. Saunders, II is a Principal of Asset Strategy Consultants.  He is located in our Hunt Valley headquarters of ASC.  He has nearly 20 years of experience in the investment management industry.  He is co-consultant with several accounts, serving those with endowment/foundation, defined contribution and insurance companies.  In addition, David works with the analytical team conducting manager research due diligence.

David’s achievements include:

  • Affiliate Instructor (Portfolio Management) – Loyola/Sellinger School of Business and Management
  • Chartered Financial Analyst (CFA) program – Level III candidate (2017)
  • Callan College for Investment Managers (2010)
  • Callan College for Fiduciary Training (2016)
  • Member CFA Society of Baltimore

David graduated from Wofford College with a Bachelors of Arts in Finance and holds an MBA from Carey Business School.  He is also Chairman of the Investment Committee for the Fuel Fund of Maryland.

CONSULTANTS

Edwin R. Boyer, III
Principal & Sr. Consultant

Ed is a Principal and Senior Consultant in the Hunt Valley headquarters of Asset Strategy Consultants.

He specializes in evaluating investment management organizations and the risks associated with various structures. Ed has particular expertise in the area of Alternative Investments, such as Venture Capital, Private Equity, Hedge Funds, Real Estate, Natural Resources, etc.

Ed is a graduate of the University of Colorado with a Bachelor of Science degree in Business Administration.

William B. McCall, MBA, CFP
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 with three large Multinational corporations.

He earned his Bachelor of Science Degree in Foreign Service (International Economics) from Georgetown University.  A Master of Business Administration degree (MBA-Finance and Management) was conferred by Marymount University.

Other experience includes military service as a United States Army Ordnance Officer-Vietnam era, and Adjunct University Faculty.  He taught graduate and undergraduate courses in Investments, Portfolio Management, and Accounting for Control and Managerial Economics.

Bill’s primary focus on Business Development is directed toward associations, corporations and medical organizations.

He is licensed and registered in Financial Planning (CFP), insurance, and real estate.

Sara K. Morgan
Sr. Consultant

Sara is Senior Consultant and head of the Raleigh/Durham office of Asset Strategy Consultants.

Sara brings more than 30 years of experience in financial services to her retirement plan, endowment and foundation clients.

Sara graduated Cum Laude with a Bachelor of Arts degree from Hollins College, where she majored in Economics.

Clark G. Frese, CPC
Sr. Consultant

Joining ASC in 2006, Clark is a Senior Consultant and heads our Harrisburg office. He is a Certified Pension Consultant (American Society of Pension Professionals and Actuaries).

With over 25 years of experience as a Retirement Plans Consultant, he focuses on helping employers structure the most efficient and effective retirement plans for their employees. Clark works in tandem with management and administrators on plan analysis, retirement plans, fiduciary audits, and plan design and employee education.

He has earned a BA Business Administration from Villanova University and earned his CPC from the American Society of Pension Professionals and Actuaries. He attended the University of Pittsburgh and is an former agent with the Treasury Department.

Stacy S. Heistand, AIF, QPA, QKA, QPFC
Consultant

Stacy is a Consultant in our Harrisburg office with experience consulting on Defined Contribution and Defined Benefit retirement plans.

He began his career on the administration and recordkeeping side of the business as a retirement plans administrator with Merrill Lynch where he was responsible for the day-to-day servicing and annual compliance with multi-million dollar plans.

Stacy earned a B.S. in Finance from The Pennsylvania State University at Harrisburg. He is a member of the American Society of Pension Professionals and Actuaries through which he has attained the QPA-Qualified Pension Administrator, QKA-Qualified 401(k) Administrator, and QPFC- Qualified Plan Financial Consultant designations.

Kent A. Fitzpatrick, GFS, CBFA
Sr. Consultant

Kent A. Fitzpatrick is a Senior Consultant and head of our Boston office.

Kent provides comprehensive, customized investment advisory and retirement plan consulting, as well as counseling clients on asset allocation, fiduciary issues and investment strategies. Kent’s focus is on investment design, participant and committee education, investment policy statement, fiduciary governance, improving participant outcomes and investment monitoring, for the public and private corporate sector, as well as non-profit organizations.

Kent is a graduate from St. Anselm College with a BA in Economics. Kent has been included in The 401kWire’s 300 Most Influential Advisors in Defined Contribution Plans. He is past president of the Retirement Advisors and Designers of America (RADA), an Advisor Council member of Envestnet Asset Management (NYSE: ENV) and a Board Member of Envestnet Retirement Solutions.

William O. Badger, MBA
Sr. Consultant

Bill joined our firm in 2006 and is a Senior Consultant and head of the Charleston Office of Asset Strategy Consultants. He has over 30 years of experience in the field of investments. He consults with qualified retirement plans, endowments and foundations. His consulting mission is to achieve superior investment performance, reduce risks and control expenses.

Bill graduated from Bucknell University with a BA in Economics and received his MBA in Finance from Georgia State University.

RESEARCH

Joshua D. Wingeart, MBA
Associate Research Analyst

Josh Wingeart is an Associate Research Analyst in the headquarters of Asset Strategy Consultants.

Josh has had experience with T. Rowe Price, initially in the retirement client service area and then in the mutual fund accounting group. Josh gained progressively higher responsibility, advancing to Mutual Fund Supervisor.

He has received a BA in Economics from Virginia Tech and an MBA with a concentration in Finance from Loyola University.

Pawitra “Pawe” Kc, MBA
Research Analyst

Pawe is a Research Analyst in the Investment Research and Analytical Group of the Hunt Valley headquarters of Asset Strategy Consultants.

She is responsible for the analysis of client statements, quarterly reporting, performance attribution reports, investment manager searches and special analytical projects.

Pawe received an MBA in Finance from the University of Baltimore/Towson University and a Bachelor of Business Administration in Management from the University of Texas at Arlington. She worked at Towson University as a Graduate Assistant in the College of Business and Economics.

Anne B. Hernandez, MBA, CFA
Sr. Research Analyst

Anne is a Senior Research Analyst in the Hunt Valley headquarters of Asset Strategy Consultants.

Anne performs a broad range of alternative, as well as traditional, investment manager searches. She and is responsible for asset allocations, quarterly reporting, performance attribution reports, investment manager searches and special analytical projects.

Anne graduated Cum Laude from the University of Richmond with a Bachelor of Science in Mathematics and holds an M.B.A. in Finance from Loyola College.

Bennett W. Boyer
Associate Research Analyst

Bennett is an Associate Research Analyst in the Hunt Valley headquarters of Asset Strategy Consultants.

Bennett maintains and updates alternative investment client performance ledgers, production of annual alternative investment reports for clients, support of alternative asset research and support of client performance reporting.

Bennett is a graduate of Southern Methodist University with degrees in finance and economics.

Brianna M. Futch
Performance Reporting Analyst

Brianna is a Performance Reporting Analyst in the Hunt Valley headquarters of Asset Strategy Consultants.  She has 2 years’ experience in the investment operations field.  She has been a Senior Accountant for Bank of New York Mellon.

Brianna’s duties at ASC focus on completion of monthly client performance measurement calculations, maintaining and producing monthly investment valuations and returns for marketable and non-marketable investments and preparation of reports for client quarterly meetings.

She has a BS in Accounting from Stevenson University, and a minor in Information Systems.

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 Analyst, Sal uses his passion for portfolio management, fund and manager analysis towards supporting consultants and clients.

Sal is a graduate of Fitchburg State College with a Bachelor of Arts in Communications and Master of Accounting & Financial Management from the Keller Graduate School of Management of DeVry University.

Neil J. Moody, QKA
Research Analyst

Neil is a Research Analyst in our Harrisburg office.

Neil earned a Bachelor of Science in Industrial Management from Indiana University of Pennsylvania. He is a member of the American Society of Pension Professionals and Actuaries through which he has attained the QKA-Qualified 401(k) designation.

William I. Wright, CPC, QPA, QKA
Research Analyst

Bill Wright is a Research Analyst in the Harrisburg office of Asset Strategy Consultants.

Bill had completed over 25 years of ERISA experience administering both defined contribution and defined benefit plans.  He has worked as both a manager and senior consultant at several major firms including T. Rowe Price, Alliance Benefit Group, Invesmart and William M. Mercer.  Bill’s prior experience at a benefits consulting firm, third party administrator, and investment manager/ record-keeper allows him to provide a unique perspective within the retirement industry.

Bill is a member in good standing of the American Society of Pension Professionals and Actuaries (ASPPA) and holds the professional designations of Qualified 401(k) Administrator, Qualified Pension Administrator and Certified Pension Consultant from ASPPA.  Bill graduated with a B.S. in Actuarial Science from Lebanon Valley College.

BUSINESS DEVELOPMENT

India G. Suter, MBA
Director of Business Development

India is the Director of Business Development for Asset Strategy Consultants. India’s primary function is to initiate and maintain mutually beneficial relationships with select potential clients in the Mid-Atlantic Region. She is a graduate of the University of Mary Washington with a BA in History and an MBA from Johns Hopkins University.

Susan St. Hilaire
Administrative Assistant

Susan is Administrative Assistant for our Charleston, South Carolina office.

Susan is in charge of the management and implementation of the SalesForce database. Formerly, as the Director of Operations at Adagen Medical International, her job included setting up, implementing and managing the database so she is well versed in the intricacies of such programs. Her previous experience also includes Director of Vacation Rentals for Dunes Properties and later Sales and Marketing Assistant.

Susan has a bachelor degree in English Literature from University of Tennessee at Chattanooga.

Mary Pat Seurkamp, Ph.D.
Director of Educational Institutions

Mary Pat Seurkamp, Ph.D. is the Director of Educational Institutions for Asset Strategy Consultants.

Formerly the President of Notre Dame of Maryland University, Dr. Seurkamp will focus on the consulting relationships that Asset Strategy Consultants currently maintains in the higher education community and be responsible for new business development with educational institutions.

Tyrone Rose, Jr.
Business Development Administrator

Tyrone Rose Jr. is a Marketing/Communications Administrator in our Boston office, specializing in graphic design, photography, and video production.  His focus is to communicate the resources and services available to prospective clients through generation of digital and print advertising material.  Tyrone received his B.A. in Communication Arts with a concentration in Integrated Visual Media from Framingham State University.

Richard R. Racine, PPC
Business Development Administrator

Richard R. Racine is a Business Development Administrator with the Boston office of Asset Strategy Consultants. He holds the designations of Accredited Investment Fiduciary from the Center for Fiduciary Studies and a Professional Plan Consultant from the Financial Service Standards.

He has over 25 years of consulting experience providing solutions to clients in the Employee and Executive Benefits arenas. He specializes in advising employers in all aspects of health and welfare and retirement plans. This includes but is not limited to plan design, benefit funding methods, and compliance/fiduciary responsibilities.

Rick holds a Bachelor of Science degree from the University of Massachusetts, Amherst.

Sean D. Whalen, CFP®, MSF
Director of Business Development - NE Region

Sean Whalen is Director of Business Development for our NE region.  Sean has 20+ years in investment and financial analysis, strategic planning & forecasting, pricing, and financial reporting at global banking and investment firms. He has previously worked for Santander Bank and Morgan Stanley.  He holds a Master of Science in Finance from Brandeis University.

ADMINISTRATIVE SUPPORT

Dawn P. Durden
Office Manager

Dawn is the Office Manager for Asset Strategy Consultants located in the Hunt Valley headquarters.

Dawn provides administrative support in the preparation of reports, presentations and other client deliverables to the principals and consulting staff members of ASC.  She provides first level IT support to the firm nationwide and works with vendors to maintain communication abilities in all medias of ASC.

Melissa M. Lucas
Administrative Assistant

Melissa Lucas is an Administrative Assistant in the Hunt Valley headquarters of Asset Strategy Consultants.

She provides administrative support in the preparation of reports, presentations and other client deliverables to the principals and consulting staff members of ASC. Melissa is also responsible for covering and/or supporting the tasks of all administrative positions and assist the Business Development Team.

Melissa attended Towson University and received a BS in Business Administration.

 

Jessica E. Stevens
Client Services Administrator

Jessica Stevens is a Client Services Administrator in the Hunt Valley headquarters of Asset Strategy Consultants.

She has 15 years of experience in the financial services industry.  She was the Director of Client Service at Sandy Patrick, CFP/First Allied Securities.  She was previously at TIAA-CREF, where she supported the Field Consulting and Wealth Management Groups by processing client account documents and building/maintaining client relationships for the goal of better communication.

As the Client Services Administrator, her duties focus on client servicing, coordination of transactions and maintenance of online access to custodians, and performing various special projects for the Research Analysts and Consulting professionals on an as needed basis such as Market Value updates, monitoring of Follow Up Reports and Work Requests, etc.

Jessica earned a Bachelor of Science in Finance from the University of Wyoming.

 

Janet P. Scott
Finance Officer

Janet is the Finance Officer in the Hunt Valley headquarters of Asset Strategy Consultants.

Janet’s primary responsibilities include bookkeeping, accounts payable and receivable, and coordinating payroll and personnel issues.