by ASCAdmin | Aug 4, 2020
Kent A. Fitzpatrick, AIFA, GFS, CBFA Sr. Consultant Kent A. Fitzpatrick is a Senior Consultant and head of our Boston office. Kent provides comprehensive, customized investment advisory and retirement plan consulting, as well as counseling clients on asset allocation,...
by ASCAdmin | Aug 4, 2020
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...
by ASCAdmin | Aug 4, 2020
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...
by ASCAdmin | Aug 4, 2020
Jessica E. Stevens Investment Operations Manager Jessica Stevens is an Investment Operations Manager at Asset Strategy Consultants. She has over 20 years experience in the financial services industry. Jessica was the Director of Client Service at Sandy Patrick,...
by ASCAdmin | Aug 4, 2020
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...
