BALTIMORE–(BUSINESS WIRE)–Asset Strategy Consultants (ASC), an independent investment management firm, today announced that Anne B. Hernandez MBA, CFA, is the company’s first female partner. Specializing in customized consulting solutions to fiduciaries of endowments, foundations, retirement plans, operating reserves and private wealth, ASC has over $10.5 billion assets under management. A Chartered Financial Analyst, Anne has over 30 years of experience in investment management and has led research on traditional managers and alternative assets including private equity, hedge funds, and private debt.
When Anne joined ASC in 2004, the company had two analysts with $2 billion under advisement. Since transitioning from Investment Analyst to Senior Research Analyst and now Principal, Anne has witnessed the firm’s growth, both in terms of assets and its research team.
Prior to joining ASC, Anne was the Director of Client Service for large institutional clients at Legg Mason Capital Management and Assistant Portfolio Manager for Investment Counselors of Maryland, where she helped manage institutional and high-net-worth accounts. Anne graduated Cum Laude from the University of Richmond with a Bachelor of Science in Mathematics and holds an MBA in Finance from Loyola College.
“It has been an honor serving our valued clients for the past 15 years as part of Asset Strategy Consultants,” said Anne Hernandez. “As a member of the ASC Leadership Team, I look forward to ensuring that we continue to deliver in-depth investment research in helping our clients achieve their investment goals.”
“Anne’s dedication and work has guided Asset Strategy Consultants to become one of the most trusted, independent investment management consulting firms,” said Bobby Merrick, Principal at Asset Strategy Consultants. “She has been instrumental in growing our in-house research team and analytical capabilities so that we can provide our clients with expert oversight and advice that is customized to meet their financial goals.”
About Asset Strategy Consultants
Founded in 1991, Asset Strategy Consultants (ASC) is a privately held, independent investment management firm that provides customized solutions to fiduciaries of endowments, foundations, retirement plans, operating reserves and private wealth. ASC assists their institutional clients in managing investment risk and in achieving their long-term investment goals. The firm, headquartered in Hunt Valley, MD, has four other offices along the East Coast. For more information, please visit www.assetstrategyconsultants.com.
Corey Herscu for Asset Strategy Consultants