Our Team
If everyone is moving forward together, then success takes care of itself.
~ Henry Ford
ALFRED J. MORRISON
FOUNDER & CHAIRMAN
John F. Meehan, CFA, CPA
Principal & Director of Research
Anne B. Hernandez, CFA
Co-Managing Principal & Director of Investments
Juan M. Buendia
Co-Managing Principal & Director of Client Advisory
ALFRED J. MORRISON
John F. Meehan, CFA, CPA
Principal & Director of Research
Anne B. Hernandez, CFA
Co-Managing Principal & Director of Investments
Juan Buendia
Andrew W. Conner, CFA
Principal & Chief Investment Officer
Robert G. Merrick, III
PRINCIPAL & DIRECTOR OF NON-PROFITS
Edwin R. Boyer, III
Principal and Sr. Advisor
Elizabeth Aycock, CFA
Sr. Advisor
Andrew W. Conner, CFA
Principal & Chief Investment Officer
Robert G. Merrick, III
PRINCIPAL & DIRECTOR OF NON-PROFITS
Edwin R. Boyer, III
Principal and Sr. Advisor
Elizabeth Aycock, CFA
Sr. Advisor
Timothy J. Lorber, CPA
Chief Financial Officer
India G. Suter
Director of Business Development
Pawitra “Pawie” Kc
Sr. Research Analyst
Bennett W. Boyer
Research Analyst
Timothy J. Lorber, CPA
Chief Financial Officer
India G. Suter
Director of Business Development
Pawitra “Pawie” Kc
Sr. Research Analyst
Bennett W. Boyer
Research Analyst
Brianna M. Futch
Performance Analyst
Teresa Y. Lee
Performance Analyst
Jessica E. Stevens
Investment Operations Manager
Kathy Maki
Office Manager
Brianna M. Futch
Performance Analyst
Teresa Y. Lee
Performance Analyst
Jessica E. Stevens
Investment Operations Manager
Kathy Maki
Office Manager
In Memoriam
CHARLES E. “TED” HERGET, JR.
FOUNDER & PRINCIPAL
CHARLES E. “TED” HERGET, JR.
FOUNDER & PRINCIPAL