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.

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

Sara K. Morgan

Sr. Consultant

Elizabeth Aycock

Elizabeth Aycock, CFA

Sr. Consultant

Michael A. “Tony” King, CFA

Director of Private Wealth

William B. McCall, CFP

Principal & Sr. Consultant

Sara K. Morgan

Sr. Consultant

Elizabeth Aycock

Elizabeth Aycock, CFA

Sr. Consultant

Clark G. Frese, CPC, AIFA

Sr. Consultant

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

Sr. Consultant

Juan M. Buendia

Sr. Client Advisor

Pawitra “Pawe” Kc

Sr. Research Analyst

Clark G. Frese, CPC, AIFA

Sr. Consultant

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

Sr. Consultant

Juan Buendia

Sr. 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

William I. Wright, CPC, QPA, QKA

Research Analyst

India G. Suter

Director of Business Development

Keaton T. Macut

Director of Business Development – Harrisburg Office

Nelson Ramirez

Chief Financial Officer

William I. Wright, CPC, QPA, QKA

Research Analyst

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

Kathy Maki

Office Administrator

Jessica E. Stevens

Client Services Administrator

Helen W. Anderson

Client Services
Private Wealth

Kathy Maki

Kathy Maki

Office Administrator

Charles E. “Ted” Herget, Jr.

Founder & Principal

Ted is Co-Founder and Principal in the Hunt Valley headquarters of Asset Strategy Consultants. For over 30 years, he has been a consultant to qualified retirement plans, endowments and foundations, and corporate insurance reserves on investment strategy and the selection and monitoring of investment managers.

Ted earned his Bachelor of Science Degree in Business Administration from Loyola University in Baltimore. He completed courses in taxation, retirement planning, employee benefits and investments at The Johns Hopkins University and the University of Baltimore. He has attended The Endowment Institute at Harvard Business School.

 

herget@assetstrategyconsultants.com

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.

 

morrison@assetstrategyconsultants.com

John F. Meehan, CFA, CPA

Principal & Director of Research

John is a Principal and Director of Investment Research in the Hunt Valley Headquarters of Asset Strategy Consultants.

John is responsible for investment manager searches and performance attribution reports, quarterly client reporting, analysis of alternative investments, research of the capital markets, and other analytical projects. He also manages the Hunt Valley analytical staff of five professionals.

John is a graduate of the University of Maryland with a B.S. in both Finance and Accounting. John has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Baltimore and the AICPA.

 

meehan@assetstrategyconsultants.com

David E. Saunders, II

Principal & Sr. Consultant

David is a Principal and Senior Consultant located in the Hunt Valley headquarters.  David guides the long-term investment strategy for the firm’s clients.  He is also a member of the firm’s Management Committee.   

David has over 20 years of experience in the investment management industry.  Prior to joining Asset Strategy Consultants, he was a Senior Investment Consultant at PSA Insurance and Financial Services responsible for providing oversight of fund monitoring and due diligence.  Prior to this, David served as an equity analyst and portfolio manager at Credo Capital Management. In addition, he has held equity analyst positions at Wells Fargo and Legg Mason.    

David graduated from Wofford College with a Bachelor of Arts in Finance and a Masters of Business Administration from Carey Business School at Johns Hopkins University.  He is a member of the CFA Society Baltimore, a board member of the Archdiocese of Baltimore’s Inter Parish Loan Fund, and an investment board member of Sheppard Pratt Health System.

 

saunders@assetstrategyconsultants.com

Charles E. “Ted” Herget, Jr.

Founder & Principal

Ted is Co-Founder and Principal in the Hunt Valley headquarters of Asset Strategy Consultants. For over 30 years, he has been a consultant to qualified retirement plans, endowments and foundations, and corporate insurance reserves on investment strategy and the selection and monitoring of investment managers.

Ted earned his Bachelor of Science Degree in Business Administration from Loyola University in Baltimore. He completed courses in taxation, retirement planning, employee benefits and investments at The Johns Hopkins University and the University of Baltimore. He has attended The Endowment Institute at Harvard Business School.

 

herget@assetstrategyconsultants.com

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.

 

morrison@assetstrategyconsultants.com

John F. Meehan, CFA, CPA

Principal & Director of Research

John is a Principal and Director of Investment Research in the Hunt Valley Headquarters of Asset Strategy Consultants.

John is responsible for investment manager searches and performance attribution reports, quarterly client reporting, analysis of alternative investments, research of the capital markets, and other analytical projects. He also manages the Hunt Valley analytical staff of five professionals.

John is a graduate of the University of Maryland with a B.S. in both Finance and Accounting. John has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Baltimore and the AICPA.

 

meehan@assetstrategyconsultants.com

David E. Saunders, II

Principal & Sr. Consultant

David is a Principal and Senior Consultant located in the Hunt Valley headquarters.  David guides the long-term investment strategy for the firm’s clients.  He is also a member of the firm’s Management Committee.   

David has over 20 years of experience in the investment management industry.  Prior to joining Asset Strategy Consultants, he was a Senior Investment Consultant at PSA Insurance and Financial Services responsible for providing oversight of fund monitoring and due diligence.  Prior to this, David served as an equity analyst and portfolio manager at Credo Capital Management. In addition, he has held equity analyst positions at Wells Fargo and Legg Mason.    

David graduated from Wofford College with a Bachelor of Arts in Finance and a Masters of Business Administration from Carey Business School at Johns Hopkins University.  He is a member of the CFA Society Baltimore, a board member of the Archdiocese of Baltimore’s Inter Parish Loan Fund, and an investment board member of Sheppard Pratt Health System.

 

saunders@assetstrategyconsultants.com

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.

 

merrick@assetstrategyconsultants.com

Anne B. Hernandez, CFA

Principal & Sr. Research Analyst

Anne is a Principal and Senior Research Analyst located in the Hunt Valley headquarters of Asset Strategy Consultants. Anne performs a broad range of alternative, as well as traditional, investment manager searches.

She has over 30 years of experience in the investment management industry. Prior to joining Asset Strategy Consultants, Anne spent three years as a Research Analyst with Legg Mason Capital Management responsible for providing client-related investment analysis and client service. 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 ranging from account reconciliation and performance analysis to managing portfolios 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.

 

hernandez@assetstrategyconsultants.com

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.

 

conner@assetstrategyconsultants.com

Edwin R. Boyer, III

Principal & Sr. Consultant

Ed is a Principal and Senior Consultant in the Hunt Valley headquarters of Asset Strategy Consultants.

He specializes in evaluating investment management organizations and the risks associated with various structures. Ed has particular expertise in the area of Alternative Investments, such as Venture Capital, Private Equity, Hedge Funds, Real Estate, Natural Resources, etc.

Ed is a graduate of the University of Colorado with a Bachelor of Science degree in Business Administration.

 

boyer@assetstrategyconsultants.com

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.

 

merrick@assetstrategyconsultants.com

Anne B. Hernandez, CFA

Principal & Sr. Research Analyst

Anne is a Principal and Senior Research Analyst located in the Hunt Valley headquarters of Asset Strategy Consultants. Anne performs a broad range of alternative, as well as traditional, investment manager searches.

She has over 30 years of experience in the investment management industry. Prior to joining Asset Strategy Consultants, Anne spent three years as a Research Analyst with Legg Mason Capital Management responsible for providing client-related investment analysis and client service. 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 ranging from account reconciliation and performance analysis to managing portfolios 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.

 

hernandez@assetstrategyconsultants.com

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.

 

conner@assetstrategyconsultants.com

Edwin R. Boyer, III

Principal & Sr. Consultant

Ed is a Principal and Senior Consultant in the Hunt Valley headquarters of Asset Strategy Consultants.

He specializes in evaluating investment management organizations and the risks associated with various structures. Ed has particular expertise in the area of Alternative Investments, such as Venture Capital, Private Equity, Hedge Funds, Real Estate, Natural Resources, etc.

Ed is a graduate of the University of Colorado with a Bachelor of Science degree in Business Administration.

 

boyer@assetstrategyconsultants.com

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).

 

king@assetstrategyconsultants.com

William B. McCall, CFP

Principal & Sr. Consultant

Bill is a Principal and Senior Consultant of Asset Strategy Consultants. He has over 34 years of experience in the Financial and Investment fields, including business experience domestically and internationally with three large Multinational corporations.

He earned his Bachelor of Science Degree in Foreign Service (International Economics) from Georgetown University. A Master of Business Administration degree (MBA-Finance and Management) was conferred by Marymount University.

Other experience includes military service as a United States Army Ordnance Officer-Vietnam era, and Adjunct University Faculty. He taught graduate and undergraduate courses in Investments, Portfolio Management, and Accounting for Control and Managerial Economics.

Bill’s primary focus on Business Development is directed toward associations, corporations and medical organizations.

He is licensed and registered in Financial Planning (CFP), insurance, and real estate.

 

mccall@assetstrategyconsultants.com

Sara K. Morgan

Sr. Consultant

Sara is Senior Consultant and head of the Raleigh/Durham office of Asset Strategy Consultants. Sara brings more than 35 years of experience in financial services to her Endowment, Foundation, and Retirement Plan clients.

Prior to joining Asset Strategy in 2002, Sara worked for the investment banking firms of Alex Brown and Sons and Deutsche Bank for nearly 20 years. She spent several years as a Research Analyst for Alex. Brown. Sara’s area of research specialization was in following both hardware and software companies for the firm. She then spent nearly fifteen years as a Partner and Senior Trader in the Over-the-Counter department of the Equity Division where she primarily traded technology stocks.

Sara graduated Cum Laude with a Bachelor of Arts degree from Hollins College, where she majored in Economics. She is currently a Trustee of the Henderson Street House Foundation and is a member of the Investment Committee of the MCNC Endowment.

 

morgan@assetstrategyconsultants.com

Elizabeth Aycock, CFA

Senior Consultant

Elizabeth is a Senior Consultant in the Hunt Valley headquarters of Asset Strategy Consultants.  She brings more than 20 years of experience in the investment management industry, with much of her career focusing on non-profit clients.

Prior to joining Asset Strategy Consultants, Elizabeth was a Senior Investment Advisor with Hawthorn, PNC Family Wealth.  Before that, she was a Director at Mangham Associates, an OCIO (Outsourced Chief Investment Officer) firm in Charlottesville, VA.  At Mangham, Elizabeth was a senior member of the investment team responsible for manager due diligence, portfolio construction, client service, and marketing.  Prior to Mangham, she was a Senior Planned Giving Investment Specialist for PNC Institutional Asset Management and its predecessor firm, Mercantile.  She has also held positions at Johns Hopkins University’s School of Advanced International Studies and The Aspen Institute.

Elizabeth graduated with a Bachelor of Arts in Art History from Sweet Briar College and a Master of Business Administration from the Darden School of Business at the University of Virginia.  Elizabeth also holds the Chartered Financial Analyst (CFA) designation.
 

aycock@assetstrategyconsultants.com

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).

 

king@assetstrategyconsultants.com

William B. McCall, CFP

Principal & Sr. Consultant

Bill is a Principal and Senior Consultant of Asset Strategy Consultants. He has over 34 years of experience in the Financial and Investment fields, including business experience domestically and internationally with three large Multinational corporations.

He earned his Bachelor of Science Degree in Foreign Service (International Economics) from Georgetown University. A Master of Business Administration degree (MBA-Finance and Management) was conferred by Marymount University.

Other experience includes military service as a United States Army Ordnance Officer-Vietnam era, and Adjunct University Faculty. He taught graduate and undergraduate courses in Investments, Portfolio Management, and Accounting for Control and Managerial Economics.

Bill’s primary focus on Business Development is directed toward associations, corporations and medical organizations.

He is licensed and registered in Financial Planning (CFP), insurance, and real estate.

 

mccall@assetstrategyconsultants.com

Sara K. Morgan

Sr. Consultant

Sara is Senior Consultant and head of the Raleigh/Durham office of Asset Strategy Consultants. Sara brings more than 35 years of experience in financial services to her Endowment, Foundation, and Retirement Plan clients.

Prior to joining Asset Strategy in 2002, Sara worked for the investment banking firms of Alex Brown and Sons and Deutsche Bank for nearly 20 years. She spent several years as a Research Analyst for Alex. Brown. Sara’s area of research specialization was in following both hardware and software companies for the firm. She then spent nearly fifteen years as a Partner and Senior Trader in the Over-the-Counter department of the Equity Division where she primarily traded technology stocks.

Sara graduated Cum Laude with a Bachelor of Arts degree from Hollins College, where she majored in Economics. She is currently a Trustee of the Henderson Street House Foundation and is a member of the Investment Committee of the MCNC Endowment.

 

morgan@assetstrategyconsultants.com

Elizabeth Aycock, CFA

Senior Consultant

Elizabeth is a Senior Consultant in the Hunt Valley headquarters of Asset Strategy Consultants.  She brings more than 20 years of experience in the investment management industry, with much of her career focusing on non-profit clients.

Prior to joining Asset Strategy Consultants, Elizabeth was a Senior Investment Advisor with Hawthorn, PNC Family Wealth.  Before that, she was a Director at Mangham Associates, an OCIO (Outsourced Chief Investment Officer) firm in Charlottesville, VA.  At Mangham, Elizabeth was a senior member of the investment team responsible for manager due diligence, portfolio construction, client service, and marketing.  Prior to Mangham, she was a Senior Planned Giving Investment Specialist for PNC Institutional Asset Management and its predecessor firm, Mercantile.  She has also held positions at Johns Hopkins University’s School of Advanced International Studies and The Aspen Institute.

Elizabeth graduated with a Bachelor of Arts in Art History from Sweet Briar College and a Master of Business Administration from the Darden School of Business at the University of Virginia.  Elizabeth also holds the Chartered Financial Analyst (CFA) designation.
 

aycock@assetstrategyconsultants.com

Clark G. Frese, CPC, AIFA

Sr. Consultant

Joining ASC in 2006, Clark is a Senior Consultant and heads our Harrisburg office. He is a Certified Pension Consultant (American Society of Pension Professionals and Actuaries).

With over 25 years of experience as a Retirement Plans Consultant, he focuses on helping employers structure the most efficient and effective retirement plans for their employees. Clark works in tandem with management and administrators on plan analysis, retirement plans, fiduciary audits, and plan design and employee education.

He has earned a BA Business Administration from Villanova University and earned his CPC from the American Society of Pension Professionals and Actuaries. He attended the University of Pittsburgh and is an former agent with the Treasury Department.

 

frese@assetstrategyconsultants.com

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.

 

heistand@assetstrategyconsultants.com

Juan Buendia

Sr. Client 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.

 

buendia@assetstrategyconsultants.com

Pawitra “Pawe” Kc

Senior Research Analyst

Pawe is Senior Research Analyst in the Investment Research and Analytical Group of the Hunt Valley headquarters of Asset Strategy Consultants.

She is responsible for the analysis of client statements, quarterly reporting, performance attribution reports, investment manager searches and special analytical projects.

Prior to joining Asset Strategy Consultants, Pawe worked as an Investment/Financial Analyst for Atlas Financial Group. While at Atlas, she compiled, analyzed, and interpreted market research data using statistical techniques. She evaluated existing and potential market trends as well as the economic market outlook. She created performance review outputs for investment management as well as prepared financial models. Pawe developed market portfolios, performance, and quantitative analyses to support the asset management.

Pawe received an MBA in Finance from the University of Baltimore/Towson University and a B.S. in Business Administration from the University of Texas at Arlington. She worked at Towson University as a Graduate Assistant in the College of Business and Economics.

 

kc@assetstrategyconsultants.com

Clark G. Frese, CPC, AIFA

Sr. Consultant

Joining ASC in 2006, Clark is a Senior Consultant and heads our Harrisburg office. He is a Certified Pension Consultant (American Society of Pension Professionals and Actuaries).

With over 25 years of experience as a Retirement Plans Consultant, he focuses on helping employers structure the most efficient and effective retirement plans for their employees. Clark works in tandem with management and administrators on plan analysis, retirement plans, fiduciary audits, and plan design and employee education.

He has earned a BA Business Administration from Villanova University and earned his CPC from the American Society of Pension Professionals and Actuaries. He attended the University of Pittsburgh and is an former agent with the Treasury Department.

 

frese@assetstrategyconsultants.com

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.

 

heistand@assetstrategyconsultants.com

Juan Buendia

Sr. Client 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.

 

buendia@assetstrategyconsultants.com

Pawitra “Pawe” Kc

Senior Research Analyst

Pawe is Senior Research Analyst in the Investment Research and Analytical Group of the Hunt Valley headquarters of Asset Strategy Consultants.

She is responsible for the analysis of client statements, quarterly reporting, performance attribution reports, investment manager searches and special analytical projects.

Prior to joining Asset Strategy Consultants, Pawe worked as an Investment/Financial Analyst for Atlas Financial Group. While at Atlas, she compiled, analyzed, and interpreted market research data using statistical techniques. She evaluated existing and potential market trends as well as the economic market outlook. She created performance review outputs for investment management as well as prepared financial models. Pawe developed market portfolios, performance, and quantitative analyses to support the asset management.

Pawe received an MBA in Finance from the University of Baltimore/Towson University and a B.S. in Business Administration from the University of Texas at Arlington. She worked at Towson University as a Graduate Assistant in the College of Business and Economics.

 

kc@assetstrategyconsultants.com

Bennett W. Boyer

Associate 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.

 

bboyer@assetstrategyconsultants.com

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.

 

futch@assetstrategyconsultants.com

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 reconciliation of investment performance, production of monthly and quarterly 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, her experience includes but is not limited to financial transaction, adjustment, reconciliation, reporting, researching, and process improvement.

Teresa has a BS in Economics from Towson University, and a minor in Music.

lee@assetstrategyconsultants.com

Neil J. Moody, QKA

Research Analyst

Neil is a Research Analyst in our Harrisburg office.

Neil earned a Bachelor of Science in Industrial Management from Indiana University of Pennsylvania. He is a member of the American Society of Pension Professionals and Actuaries through which he has attained the QKA-Qualified 401(k) designation.

 

moody@assetstrategyconsultants.com

Bennett W. Boyer

Associate 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.

 

bboyer@assetstrategyconsultants.com

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.

 

futch@assetstrategyconsultants.com

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 reconciliation of investment performance, production of monthly and quarterly 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, her experience includes but is not limited to financial transaction, adjustment, reconciliation, reporting, researching, and process improvement.

Teresa has a BS in Economics from Towson University, and a minor in Music.

lee@assetstrategyconsultants.com

Neil J. Moody, QKA

Research Analyst

Neil is a Research Analyst in our Harrisburg office.

Neil earned a Bachelor of Science in Industrial Management from Indiana University of Pennsylvania. He is a member of the American Society of Pension Professionals and Actuaries through which he has attained the QKA-Qualified 401(k) designation.

 

moody@assetstrategyconsultants.com

Nelson Ramirez

Chief Financial Officer

Nelson Ramirez is the Chief Financial Officer in the Hunt Valley headquarters of Asset Strategy Consultants.

Nelson has 40 years of experience in the fields of accounting, finance and strategic planning, including international experience in Europe, Asia and Latin America. This experience was gained across a broad range of industries including the information technology, consumer products and manufacturing sectors. Nelson also spent time applying this experience in the consulting sector, working for the consulting division of Deloitte Touche Tohmatsu Ltd.

Nelson’s primary responsibilities include accounting, cash management, financial reporting and analysis and coordinating human resource issues.
Nelson has an MBA from NYU’s Stern School of Business.

 

ramirez@assetstrategyconsultants.com

William I. Wright, CPC, QPA, QKA

Research Analyst

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.

 

wright@assetstrategyconsultants.com

India G. Suter

Director of Business Development

India is the Director of Business Development for Asset Strategy Consultants. India’s primary function is to initiate and maintain mutually beneficial relationships with select potential clients in the Mid-Atlantic Region. She is a graduate of the University of Mary Washington with a BA in History and an MBA from Johns Hopkins University.

 

suter@assetstrategyconsultants.com

Keaton T. Macut

Director of Business Development - Harrisburg Office

Keaton joined Asset Strategy Consultants in August 2018 as the Director of Business Development at our Harrisburg office.

He was recently tapped to come work for Asset Strategy in order to assist in building clients’ retirement portfolios, enhancing the sales culture, and fortifying the company’s internal infrastructure. Keaton found success in the financial services industry working outside of Philadelphia for nearly 5 years.

Originally born in Harrisburg, PA, he graduated from the University of Pittsburgh studying risk, business, and International Politics while simultaneously being President of two different student organizations.

 

macut@assetstrategyconsultants.com

Nelson Ramirez

Chief Financial Officer

Nelson Ramirez is the Chief Financial Officer in the Hunt Valley headquarters of Asset Strategy Consultants.

Nelson has 40 years of experience in the fields of accounting, finance and strategic planning, including international experience in Europe, Asia and Latin America. This experience was gained across a broad range of industries including the information technology, consumer products and manufacturing sectors. Nelson also spent time applying this experience in the consulting sector, working for the consulting division of Deloitte Touche Tohmatsu Ltd.

Nelson’s primary responsibilities include accounting, cash management, financial reporting and analysis and coordinating human resource issues.
Nelson has an MBA from NYU’s Stern School of Business.

 

ramirez@assetstrategyconsultants.com

William I. Wright, CPC, QPA, QKA

Research Analyst

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.

 

wright@assetstrategyconsultants.com

India G. Suter

Director of Business Development

India is the Director of Business Development for Asset Strategy Consultants. India’s primary function is to initiate and maintain mutually beneficial relationships with select potential clients in the Mid-Atlantic Region. She is a graduate of the University of Mary Washington with a BA in History and an MBA from Johns Hopkins University.

 

suter@assetstrategyconsultants.com

Keaton T. Macut

Director of Business Development - Harrisburg Office

Keaton joined Asset Strategy Consultants in August 2018 as the Director of Business Development at our Harrisburg office.

He was recently tapped to come work for Asset Strategy in order to assist in building clients’ retirement portfolios, enhancing the sales culture, and fortifying the company’s internal infrastructure. Keaton found success in the financial services industry working outside of Philadelphia for nearly 5 years.

Originally born in Harrisburg, PA, he graduated from the University of Pittsburgh studying risk, business, and International Politics while simultaneously being President of two different student organizations.

 

macut@assetstrategyconsultants.com

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.

 

jstevens@assetstrategyconsultants.com

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.

anderson@assetstrategyconsultants.com

Kathy Maki

Office Administrator

Kathy is an Administrative Assistant located in the Hunt Valley Headquarters of ASC.

She provides administrative support in the preparation of reports, presentations and other client deliverables to the principals and consulting staff members of ASC.  Kathy is also responsible for covering and/or supporting the tasks of all administrative positions and assist the Business Development Team.

Kathy has provided executive level administrative support for over 30 years in several fields of industry.  She previously held Executive Assistant role for an international family foundation and worked closely with a Philanthropist as a Personal Assistant.  Her varied administrative background has provided her with an understanding of customer service and client relationships, as well as staff support.

maki@assetstrategyconsultants.com

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.

 

jstevens@assetstrategyconsultants.com

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.

anderson@assetstrategyconsultants.com

Kathy Maki

Office Administrator

Kathy is an Administrative Assistant located in the Hunt Valley Headquarters of ASC.

She provides administrative support in the preparation of reports, presentations and other client deliverables to the principals and consulting staff members of ASC.  Kathy is also responsible for covering and/or supporting the tasks of all administrative positions and assist the Business Development Team.

Kathy has provided executive level administrative support for over 30 years in several fields of industry.  She previously held Executive Assistant role for an international family foundation and worked closely with a Philanthropist as a Personal Assistant.  Her varied administrative background has provided her with an understanding of customer service and client relationships, as well as staff support.

maki@assetstrategyconsultants.com