Asset Strategy

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Categories: Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Real Estate Investing

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Phone: (561) 253-7500

Address: 1532 Okeechobee Rd, West Palm Beach, FL 33409

Investment Management
Andy Conner, ASC’s Chief Investment Officer, has over a decade of experience managing a multi-billion dollar endowment portfolio as well as ERISA-qualified retirement plans within The Johns Hopkins University Office of Investment Management. As portfolio manager, he brings many years of experience investing in a broad range of traditional and alternative investment strategies to ASC’s OCIO clients.
Mutual Funds
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.
Wealth Management
“I am thrilled to be joining Asset Strategy Consultants,” said King. “ASC’s independent open architecture model will be a great advantage for existing and future private wealth clients. Belay Group is the ideal fit for ASC as we continue building on our wealth management offerings.”

Financial Planning
Retirement Planning
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.
Asset Management
Tim is a CPA with over 40 years of professional finance experience, principally in financial services industries. More recently, Tim was a Managing Director and Chief Accounting Officer of Legg Mason, Inc., one of the larger global asset management firms, serving institutional and individual clients. Prior to almost fifteen years with Legg Mason, Tim served as Internal Audit Director of Freddie Mac and has also worked for several international public accounting firms. Tim has also served in leadership roles with privately held businesses and has significant experience with valuations, M&A transactions, complex financial accounting and reporting matters.

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