Our Team

If everyone is moving forward together, then success takes care of itself.

~ Henry Ford

We value integrity, intellectual honesty, and collaboration. Partnering to build consensus results in the best outcome for each client.

ALFRED J. MORRISON

FOUNDER & CHAIRMAN

John F. Meehan, CFA, CPA

Principal & Director of Research

Robert G. Merrick, III

PRINCIPAL & DIRECTOR OF NON-PROFITS

Anne B. Hernandez, CFA

Principal & Director of Investments

ALFRED J. MORRISON

FOUNDER & CHAIRMAN

John F. Meehan, CFA, CPA

Principal & Director of Research

Robert G. Merrick, III

PRINCIPAL & DIRECTOR OF NON-PROFITS

Anne B. Hernandez, CFA

Principal & Director of Investments

Andrew W. Conner, CFA

Principal & Chief Investment Officer

Edwin R. Boyer, III

Principal & Sr. Consultant

Elizabeth Aycock

Elizabeth Aycock, CFA

Sr. Consultant

Juan M. Buendia

Senior Investment Advisor

Andrew W. Conner, CFA

Principal & Chief Investment Officer

Edwin R. Boyer, III

Principal & Sr. Consultant

Elizabeth Aycock

Elizabeth Aycock, CFA

Sr. Consultant

Juan Buendia

Senior Investment Advisor

Pawitra “Pawe” Kc

Sr. Research Analyst

Bennett W. Boyer

Research Analyst

Brianna M. Futch

Performance Reporting Analyst

Teresa Y. Lee

Performance Reporting Analyst

Pawitra “Pawe” Kc

Sr. Research Analyst

Bennett W. Boyer

Research Analyst

Brianna M. Futch

Performance Reporting Analyst

Teresa Y. Lee

Performance Reporting Analyst

Timothy J. Lorber, CPA

Timothy J. Lorber, CPA

Chief Financial Officer

India G. Suter

Director of Business Development

Jessica E. Stevens

Investment Operations Manager

Kathy Maki

Kathy Maki

Office Manager

Timothy J. Lorber, CPA

Timothy J. Lorber, CPA

Chief Financial Officer

India G. Suter

Director of Business Development

Jessica E. Stevens

Investment Operations Manager

Kathy Maki

Kathy Maki

Office Manager

In Memoriam

CHARLES E. “TED” HERGET, JR.

FOUNDER & PRINCIPAL

CHARLES E. “TED” HERGET, JR.

FOUNDER & PRINCIPAL