Baltimore, MD – Heritage Financial Consultants, LLC today announced that Nasser Ali, CFA®, CAIA, CFP®, AAMS®, CMFC®, CRPC®, has joined the company as the Director of Investment Management. Ali will be based out of the company’s headquarters in Hunt Valley, MD while serving clients in all 7 of the company’s locations with stellar investment management support and guidance.
In his role as Director of Investment Management, Ali will enhance the investment elements of the planning process and bring more direct oversight of the firm’s portfolio model designs and due diligence process while enhancing strategic investment opportunities.
His knowledge of investment management including portfolio design and management, econometric modeling, capital market research, security analysis, manager and product due diligence, and trading are unparalleled in the industry. “We have known Nasser for many years through his work at Lincoln Financial Advisors (LFA),” said John McCarthy, Partner, Heritage Financial Consultants. “He is a significant hire for Heritage, we are thrilled to have someone of his caliber continue to enhance our due diligence process and oversee our portfolio models and fund manager selection process. As our assets grow as a firm, the logical next step was to bring Nasser in to work with our other partners in the industry to provide our clients with access to the best experience in the business. Nasser’s involvement will provide an enhanced client experience to everyone we serve.”
Ali joined Lincoln Financial Advisors in 2002 and has managed various roles including the oversight of investment planning. Ali was part of LFA’s Investment Strategy Group and a member of LFA’s Investment Policy Committee, Steering List committee and Product Review Committee. Prior to LFA, Ali served as portfolio manager, analyst and additional investment related positions at Legg Mason and Calvert Funds. Ali currently resides in Reisterstown, Maryland with his wife, Carolyn, daughter, Erin, and son, Tucker. Ali is a proud graduate of the University of Maryland College Park.
Heritage Financial Consultants aims to make a positive impact on the lives of their clients, and their clients’ families, through education and innovative financial solutions. In April 2019, Heritage Financial
Consultants celebrated the company’s 20th anniversary, boasting more than $4 billion assets under management across seven offices in Maryland, Virginia, Delaware and Florida.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md. with offices in Wilmington, Del., Preston, Md., Vienna, Va., Naples, FL., and Miami, FL. Heritage Financial Consultants helps individuals, families and businesses gain a sense of security through comprehensive financial services including wealth management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services. For more information, please visit www.heritageconsultants.com.
Registered associates of Heritage Financial Consultants, LLC are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a
broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. CRN-2867414-121019