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
Elizabeth Aycock, CFA
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
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
Stacy S. Heistand, AIF, QPA, QKA, QPFC
Sr. Consultant
William I. Wright, CPC, QPA, QKA
Clark G. Frese, CPC, AIFA
Sr. Client Advisor
Juan Buendia
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
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
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
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
Robert G. Merrick, III
Principal & DIRECTOR OF NON-PROFITS
Bobby is a Principal in the Hunt Valley headquarters of Asset Strategy Consultants. His primary role focuses on client development – working with non-profit organizations.
Previously, Bobby held senior positions at Kidder Peabody, JP Morgan, and Coe Capital Management. In 2005, he was appointed as the independent board chair of the Campbell Multi Strategy Trust — a 40 act fund managed by Campbell & Company, a Baltimore-based fund manager.
In addition, he served as a member of the Cornerstone Capital Global Advisory Committee, a New York-based consulting firm advising corporations, investors and asset managers on Environmental, Social, and Governance investing (ESG).
Active in the community, Bobby has served on a number of boards and investment committees in the region. Currently, he serves on the boards of the Hippodrome Foundation, France-Merrick Foundation, Stevenson University President’s Advisory Committee, and UMBC Board of Visitors.
Bobby graduated with a BA in English Literature from St. Lawrence University.
Anne B. Hernandez, CFA
Director of Investments
Anne is a Principal and Senior Research Analyst located in the Hunt Valley headquarters of Asset Strategy Consultants. Anne is responsible for researching investment managers, primarily of alternative strategies, and conducting and overseeing special asset class projects.
She has over 30 years of experience in the investment management industry. Prior to joining Asset Strategy Consultants in 2006, Anne spent three years as Director of Client Service with Legg Mason Capital Management. She began her career with Investment Counselors of Maryland. Her role during her 12 years with ICM included managing all aspects of institutional and high net worth accounts from portfolio management to performance analysis, and client service.
Anne graduated Cum Laude from the University of Richmond with a Bachelor of Science in Mathematics and holds an MBA in Finance from Loyola College. She has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Baltimore. She has completed the Callan College for Fiduciary Training.
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 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
Robert G. Merrick, III
Principal & DIRECTOR OF NON-PROFITS
Bobby is a Principal in the Hunt Valley headquarters of Asset Strategy Consultants. His primary role focuses on client development – working with non-profit organizations.
Previously, Bobby held senior positions at Kidder Peabody, JP Morgan, and Coe Capital Management. In 2005, he was appointed as the independent board chair of the Campbell Multi Strategy Trust — a 40 act fund managed by Campbell & Company, a Baltimore-based fund manager.
In addition, he served as a member of the Cornerstone Capital Global Advisory Committee, a New York-based consulting firm advising corporations, investors and asset managers on Environmental, Social, and Governance investing (ESG).
Active in the community, Bobby has served on a number of boards and investment committees in the region. Currently, he serves on the boards of the Hippodrome Foundation, France-Merrick Foundation, Stevenson University President’s Advisory Committee, and UMBC Board of Visitors.
Bobby graduated with a BA in English Literature from St. Lawrence University.
Anne B. Hernandez, CFA
Director of Investments
Anne is a Principal and Senior Research Analyst located in the Hunt Valley headquarters of Asset Strategy Consultants. Anne is responsible for researching investment managers, primarily of alternative strategies, and conducting and overseeing special asset class projects.
She has over 30 years of experience in the investment management industry. Prior to joining Asset Strategy Consultants in 2006, Anne spent three years as Director of Client Service with Legg Mason Capital Management. She began her career with Investment Counselors of Maryland. Her role during her 12 years with ICM included managing all aspects of institutional and high net worth accounts from portfolio management to performance analysis, and client service.
Anne graduated Cum Laude from the University of Richmond with a Bachelor of Science in Mathematics and holds an MBA in Finance from Loyola College. She has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Baltimore. She has completed the Callan College for Fiduciary Training.
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 member of the Johns Hopkins University Office of Investment Management, where he held leadership positions including Deputy Chief Investment Officer and Interim Vice President of Investments & Chief Investment Officer. His responsibilities at ASC include overseeing the firm’s Outsourced Chief Investment Officer (OCIO) effort and acting as the portfolio manager for those clients.
Andy holds a B.S. in Finance and an M.S. in Economics from Lehigh University in Bethlehem, Pennsylvania and is a CFA Charterholder. He has spoken at industry conferences, was named to Chief Investment Officer magazine’s 2016 Forty Under Forty list, and has published articles on investing in alternative assets in The Journal of Private Equity and The Journal of Alternative Investments.
Edwin R. Boyer, III
Principal & Sr. Consultant
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 Wealth business and acting as an advisor to many of our private wealth clients. Prior to founding Belay Group, Tony was a veteran of Wall Street having spent 20+ years working for Wells Fargo and its predecessors Wachovia, First Union, and Wheat First Securities. He served as a Managing Director and National Head of Equity Sales Trading. He was a member of the New York Stock Exchange, as well as many other trade organizations.
Tony is the co-founder of the Josie King Foundation (JKF), along with his wife Sorrel. JKF is dedicated to preventing patients from dying or being harmed by medical errors. Tony also serves on the board of Smart Patients, LLC. He holds a BA in Economics from the University of Colorado and an MBA from American University. He has also earned the designation of Certified Financial Analyst (CFA).
Elizabeth Aycock, CFA
Senior Consultant
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 member of the Johns Hopkins University Office of Investment Management, where he held leadership positions including Deputy Chief Investment Officer and Interim Vice President of Investments & Chief Investment Officer. His responsibilities at ASC include overseeing the firm’s Outsourced Chief Investment Officer (OCIO) effort and acting as the portfolio manager for those clients.
Andy holds a B.S. in Finance and an M.S. in Economics from Lehigh University in Bethlehem, Pennsylvania and is a CFA Charterholder. He has spoken at industry conferences, was named to Chief Investment Officer magazine’s 2016 Forty Under Forty list, and has published articles on investing in alternative assets in The Journal of Private Equity and The Journal of Alternative Investments.
Edwin R. Boyer, III
Principal & Sr. Consultant
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 Wealth business and acting as an advisor to many of our private wealth clients. Prior to founding Belay Group, Tony was a veteran of Wall Street having spent 20+ years working for Wells Fargo and its predecessors Wachovia, First Union, and Wheat First Securities. He served as a Managing Director and National Head of Equity Sales Trading. He was a member of the New York Stock Exchange, as well as many other trade organizations.
Tony is the co-founder of the Josie King Foundation (JKF), along with his wife Sorrel. JKF is dedicated to preventing patients from dying or being harmed by medical errors. Tony also serves on the board of Smart Patients, LLC. He holds a BA in Economics from the University of Colorado and an MBA from American University. He has also earned the designation of Certified Financial Analyst (CFA).
Elizabeth Aycock, CFA
Senior Consultant
Stacy S. Heistand, AIF®, QPA, QKA, QPFC, CFP®
Sr. Consultant
Stacy is a Consultant in our Harrisburg office with over 20 years of experience consulting on Defined Contribution and Defined Benefit retirement plans.
With more than 20 years of experience in the retirement plan marketplace, Stacy supports clients with investment advisory and retirement plan advice, from overseeing plan design to conducting employee education programs for plan participants, to advising individuals on wealth management. He began his career on the administration and recordkeeping side of the business as a retirement plans administrator with Merrill Lynch. 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 Certified Financial Planner™ professional, Accredited Investment Fiduciary®, and member of the National Association of Plan Advisors through which he has attained the QPA-Qualified Pension Administrator, QKA-Qualified 401(k) Administrator, and QPFC- Qualified Plan Financial Consultant designations.
William I. Wright, CPC, QPA, QKA
Consultant
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.
Clark G. Frese, CPC, AIFA
Sr. Client Advisor
Juan Buendia
Senior Investment Advisor
Juan is a Senior Client Advisor located in the Hunt Valley headquarters. He is dedicated to the firm’s private wealth and investment office institutional clients. He joined ASC in 2021 and brings over 30 years of global client experience and investment perspective to the firm.
Prior to joining ASC, Juan specialized in advising endowments, foundations, sovereign wealth funds, central banks and family offices globally. Juan’s background includes senior roles at pioneering and leading firms such as BlackRock and Brinson Partners in New York and Hirtle Callaghan in Baltimore.
Juan received an MA in International Economics and Finance from Brandeis University and an undergraduate degree in Finance from Loyola University Maryland. Juan currently serves on the Investment Committee at Boys’ Latin School of Maryland.
Stacy S. Heistand, AIF®, QPA, QKA, QPFC, CFP®
Sr. Consultant
William I. Wright, CPC, QPA, QKA
Consultant
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.
Clark G. Frese, CPC, AIFA
Sr. Client Advisor
Juan Buendia
Senior Investment Advisor
Juan is a Senior Client Advisor located in the Hunt Valley headquarters. He is dedicated to the firm’s private wealth and investment office institutional clients. He joined ASC in 2021 and brings over 30 years of global client experience and investment perspective to the firm.
Prior to joining ASC, Juan specialized in advising endowments, foundations, sovereign wealth funds, central banks and family offices globally. Juan’s background includes senior roles at pioneering and leading firms such as BlackRock and Brinson Partners in New York and Hirtle Callaghan in Baltimore.
Juan received an MA in International Economics and Finance from Brandeis University and an undergraduate degree in Finance from Loyola University Maryland. Juan currently serves on the Investment Committee at Boys’ Latin School of Maryland.
Pawitra “Pawe” Kc
Senior Research Analyst
Bennett W. Boyer
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 3 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.
Teresa Y. Lee
PERFORMANCE REPORTING ANALYST
Teresa is a Performance Reporting 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 related projects.
Prior to joining ASC, Teresa has held various positions at T. Rowe Price. She has over 20 years of experience in the Mutual Fund and 401(k) industries.
Teresa has a BS in Economics from Towson University, and a minor in Music.
Pawitra “Pawe” Kc
Senior Research Analyst
Bennett W. Boyer
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 3 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.
Teresa Y. Lee
PERFORMANCE REPORTING ANALYST
Teresa is a Performance Reporting 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 related projects.
Prior to joining ASC, Teresa has held various positions at T. Rowe Price. She has over 20 years of experience in the Mutual Fund and 401(k) industries.
Teresa has a BS in Economics from Towson University, and a minor in Music.
Neil J. Moody, QKA
Research Analyst
Timothy J. Lorber, CPA
Chief Financial Officer
Tim is Chief Financial Officer in the Hunt Valley headquarters of Asset Strategy Consultants, responsible for finance strategy, cash management, budget and forecasting, financial reporting, human resources and IT oversight.
Tim is a CPA with over 40 years of professional finance experience, principally in financial services industries. More recently, Tim was a Managing Director and Chief Accounting Officer of Legg Mason, Inc., one of the larger global asset management firms, serving institutional and individual clients. Prior to almost fifteen years with Legg Mason, Tim served as Internal Audit Director of Freddie Mac and has also worked for several international public accounting firms. Tim has also served in leadership roles with privately held businesses and has significant experience with valuations, M&A transactions, complex financial accounting and reporting matters.
Tim has been a member of various trade and professional organizations and currently is a trustee of Baltimore Educational Scholarship Trust, a member of its Executive and Finance Committees, and chairs its Ad Hoc Audit Committee. Tim is a graduate of Loyola University, Maryland, with a BA in Accounting and currently serves on its Accounting Advisory Board.
India G. Suter
Director of Business Development
Keaton T. Macut
Director of Business Development - Harrisburg Office
Neil J. Moody, QKA
Research Analyst
Timothy J. Lorber, CPA
Chief Financial Officer
Tim is Chief Financial Officer in the Hunt Valley headquarters of Asset Strategy Consultants, responsible for finance strategy, cash management, budget and forecasting, financial reporting, human resources and IT oversight.
Tim is a CPA with over 40 years of professional finance experience, principally in financial services industries. More recently, Tim was a Managing Director and Chief Accounting Officer of Legg Mason, Inc., one of the larger global asset management firms, serving institutional and individual clients. Prior to almost fifteen years with Legg Mason, Tim served as Internal Audit Director of Freddie Mac and has also worked for several international public accounting firms. Tim has also served in leadership roles with privately held businesses and has significant experience with valuations, M&A transactions, complex financial accounting and reporting matters.
Tim has been a member of various trade and professional organizations and currently is a trustee of Baltimore Educational Scholarship Trust, a member of its Executive and Finance Committees, and chairs its Ad Hoc Audit Committee. Tim is a graduate of Loyola University, Maryland, with a BA in Accounting and currently serves on its Accounting Advisory Board.
India G. Suter
Director of Business Development
Keaton T. Macut
Director of Business Development - Harrisburg Office
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.
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. Brown & Sons and Legg Mason. She graduated from Trinity College, Washington, D.C. with a Bachelor of Arts degree in Business and Economics.
Kathy Maki
Office Administrator
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.
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. Brown & Sons and Legg Mason. She graduated from Trinity College, Washington, D.C. with a Bachelor of Arts degree in Business and Economics.
Kathy Maki
Office Administrator
Charles E. “Ted” Herget, Jr.
Founder & Principal
Charles E. “Ted” Herget, Jr.
Founder & Principal