Our Team
If everyone is moving forward together, then success takes care of itself.
~ Henry Ford

ALFRED J. MORRISON

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

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

Michael A. “Tony” King, CFA
Director of Private Wealth

William B. McCall, CFP
Principal & Sr. Consultant

Andrew W. Conner, CFA
Principal & Chief Investment Officer

Edwin R. Boyer, III
Principal & Sr. Consultant

Michael A. “Tony” King, CFA
Director of Private Wealth

William B. McCall, CFP

Elizabeth Aycock, CFA
Sr. Consultant

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

William I. Wright, CPC, QPA, QKA

Clark G. Frese, CPC, AIFA
Sr. Client Advisor

Elizabeth Aycock, CFA
Sr. Consultant

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

William I. Wright, CPC, QPA, QKA

Clark G. Frese, CPC, AIFA
Sr. Client Advisor

Juan M. Buendia

Pawitra “Pawe” Kc
Sr. Research Analyst

Bennett W. Boyer
Associate Research Analyst

Brianna M. Futch
Performance Reporting Analyst

Juan Buendia

Pawitra “Pawe” Kc
Sr. Research Analyst

Bennett W. Boyer
Associate Research Analyst

Brianna M. Futch
Performance Reporting Analyst

Teresa Y. Lee
Performance Reporting Analyst

Neil J. Moody, QKA
Research Analyst

Timothy J. Lorber, CPA
Chief Financial Officer

India G. Suter
Director of Business Development

Teresa Y. Lee
Performance Reporting Analyst

Neil J. Moody, QKA
Research Analyst

Timothy J. Lorber, CPA
Chief Financial Officer

India G. Suter
Director of Business Development

Keaton T. Macut
Director of Business Development – Harrisburg Office

Jessica E. Stevens
Client Services Administrator

Helen W. Anderson
Client Services
Private Wealth

Kathy Maki
Office Administrator

Keaton T. Macut
Director of Business Development – Harrisburg Office

Jessica E. Stevens
Client Services Administrator

Helen W. Anderson
Client Services
Private Wealth

Kathy Maki
Office Administrator
In Memoriam

CHARLES E. “TED” HERGET, JR.
FOUNDER & PRINCIPAL

CHARLES E. “TED” HERGET, JR.
FOUNDER & PRINCIPAL