Our Team
If everyone is moving forward together, then success takes care of itself.
~ Henry Ford
Alfred J. Morrison
Founding Partner, Chairman
Anne B. Hernandez, CFA
Co-Managing Partner, Director of Investments
Juan M. Buendia
Co-Managing Partner, Director of Client Advisory
Andrew W. Conner, CFA
Partner, Chief Investment Officer
Alfred J. Morrison
Founding Partner, Chairman
Anne B. Hernandez, CFA
Co-Managing Partner, Director of Investments
Juan Buendia
Co-Managing Partner, Director of Client Advisory
Andrew W. Conner, CFA
Partner, Chief Investment Officer
John F. Meehan, CFA, CPA
Partner, Director of Research
India G. Suter
Partner, Director of Business Development
Pawitra “Pawie” Kc
Partner, Sr. Investment Analyst
Timothy J. Lorber, CPA
Chief Financial Officer
John F. Meehan, CFA, CPA
Partner, Director of Research
India G. Suter
Partner, Director of Business Development
Pawitra “Pawie” Kc
Partner, Sr. Investment Analyst
Timothy J. Lorber, CPA
Chief Financial Officer
Edwin R. Boyer, III
Sr. Client Advisor
Peter J. Griffin, III
Sr. Client Advisor
Brianna M. Futch
Performance Analyst
Bennett W. Boyer
Investment Analyst
Edwin R. Boyer, III
Sr. Client Advisor
Peter J. Griffin, III
Sr. Client Advisor
Brianna M. Futch
Performance Analyst
Bennett W. Boyer
Investment Analyst
Teresa Y. Lee
Performance Analyst
Jessica E. Stevens
Investment Operations Manager
Brighton J. Lorber
Business Development Analyst
Kathy Maki
Office Manager
Teresa Y. Lee
Performance Analyst
Jessica E. Stevens
Investment Operations Manager
Brighton J. Lorber
Business Development Analyst
Kathy Maki
Office Manager
In Memoriam
Charles E. "Ted" Herget, Jr.
Founder & Principal