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

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

ALFRED J. MORRISON
FOUNDER & MANAGING PRINCIPAL

John F. Meehan, CFA, CPA
Principal & Director of Research

David E. Saunders, II
PRINCIPAL & Sr. Consultant

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

ALFRED J. MORRISON
FOUNDER & MANAGING PRINCIPAL

John F. Meehan, CFA, CPA
Principal & Director of Research

David E. Saunders, II
PRINCIPAL & Sr. Consultant

Robert G. Merrick, III
PRINCIPAL & DIRECTOR OF NON-PROFITS

Anne B. Hernandez, CFA
Principal & Sr. Research Analyst

Andrew W. Conner, CFA
Principal & Chief Investment Officer

Edwin R. Boyer, III
Principal & Sr. Consultant

Robert G. Merrick, III
PRINCIPAL & DIRECTOR OF NON-PROFITS

Anne B. Hernandez, CFA
Principal & Sr. Research Analyst

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

Elizabeth Aycock, CFA
Sr. Consultant

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

Juan M. Buendia

Pawitra “Pawe” Kc
Sr. Research Analyst

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
Associate Research Analyst

Brianna M. Futch
Performance Reporting Analyst

Teresa Y. Lee
Performance Reporting Analyst

Neil J. Moody, QKA
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

Nelson Ramirez
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

Nelson Ramirez
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

Helen W. Anderson
Client Services
Private Wealth

Kathy Maki
Office Administrator