We Believe in the Power of Team

Team Emerald consists of talented, hard-working individuals who average over 20 years’ experience in the investment industry.

We rely on our principles and people to guide how we interact with each other, our clients and the communities where we work

We Believe

Investment Management Team

Kenneth G. Mertz, CFA

Chief Investment Officer
Portfolio Manager: Small Cap Growth
Portfolio Manager: Banking and Financial Services

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Stacey L. Sears, MBA

Senior Vice President
Portfolio Manager: Small Cap Growth

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Joseph W. Garner, MBA

Director of Research
Portfolio Manager: Small Cap Growth

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David Volpe, CFA, MA

Deputy CIO
Portfolio Manager: Emerald Growth Opportunities
Portfolio Manager: Mid Cap Growth

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Steven E. Russell, Esq., MBA

Director of Research
Portfolio Manager: Banking and
Financial Services

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Ori Elan, MBA

Research Ananlyst

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Stephen Amsterdam

Associate Manager

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Joseph Hovorka

Associate Manager

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Scott Blumenthal, MBA

Director of Industrials Research

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Derek Fisher

Director of Technology Research

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Nishit Trivedi, PhD, MBBS, MBA

Director of Life Sciences Research

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Terry M. Smith, PhD, MBA

Director of Life Sciences Research

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Nathan R. Jones, PhD, MBA

Senior Research Analyst

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Executive Team

Joseph E. Besecker

President and CEO

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Scott L. Rehr

Chief Operating Officer

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Daniel W. Moyer, IV

Executive Vice President and Secretary

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Richard Juliano

Chief Operating Officer

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  • “Our Website address is TeamEmerald.com - because our team is who we are - and front and center to all we do.”

    - David A. Volpe, CFA, Deputy Chief Investment Officer/ Managing Director

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