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