Nasser Ali

Heritage Financial Consultants, LLC

Nasser is a member of Lincoln’s Investment Policy Committee and Manager Selection Committee. Prior to his employment with Lincoln Financial Advisors, Nasser worked for Legg Mason where he was a Portfolio Manager responsible for managing customized investment portfolios totaling close to $400 million. He also held various investment positions with the subsidiaries of Acacia Mutual Life Insurance, including an analyst position with Acacia’s subsidiary, Calvert Funds.

Nasser earned his Bachelor of Science degree in Finance from the University of Maryland. Nasser earned the CFA (Chartered Financial Analyst) designation in 2000 and CERTIFIED FINANCIAL PLANNER™ certification in 2004. He also earned his AAMS (Accredited Asset Management Specialist) and CMFC (Chartered Mutual Fund Consultant) certifications in 1998 and 1996, respectively.

He is a member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. Additionally, Nasser has published an article in the Encyclopedia of World Terrorism entitled “The Impact of 9/11 on the Global Economy.”