Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC

NASSER ALI, CFA, CFP®, AAMS, CMFC, CRPC

Director of Financial Advisory Services

  • Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland.

  • Member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. Published an article in the Encyclopedia of World Terrorism entitled,"The Impact of 9/11 on the Global Economy."