by ASCAdmin | Aug 4, 2020
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...
by ASCAdmin | Jul 22, 2020
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...
by ASCAdmin | Jul 22, 2020
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....
by ASCAdmin | Jul 22, 2020
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...
by ASCAdmin | Jun 26, 2020
Melissa M. Lucas Administrative Assistant Melissa Lucas is an Administrative Assistant in the Hunt Valley headquarters of Asset Strategy Consultants. She provides administrative support in the preparation of reports, presentations and other client deliverables to the...
