Team Emerald consists of talented, hard-working individuals who average over 20 years’ experience in the investment industry. Emerald’s intense fundamental bottom-up research process, in conjunction with its firm-wide culture of compliance and dedication to providing experienced client service, demonstrates our team members’ total commitment and dedication to achieving success. That dedication extends to helping people in need throughout the communities where we work and invest – through the Emerald Foundation and by partnering with local and nationally-based charitable organizations. Click an image to read bio.

Joseph E. Besecker
President and CEO

Daniel W. Moyer, IV
Executive Vice President and Secretary

Richard Juliano
Chief Operating Officer

Scott L. Rehr
Chief Operating Officer

Kenneth G. Mertz II, CFA
President, Chief Investment Officer

Joseph W. Garner
Director of Research & Portfolio Manager

Stacey L. Sears
Senior Vice President, Portfolio Manager

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

Steven E. Russell, Esq.
Portfolio Manager, Senior Research Analyst

Ori Elan
Vice President – Portfolio Manager

Andrew A. Smith
Portfolio Manager & Senior Research Analyst

Joseph G. Witthohn, CFA
Vice President for Product Development and ETF Strategies

Stephen Amsterdam
Senior Research Analyst, Associate Portfolio Manager

Joseph Hovorka
Associate Portfolio Manager and Sr. Research Analyst

Derek L. Fisher
Senior Research Analyst

Scott B. Blumenthal, MBA
Senior Research Analyst

Terry M. Smith, PhD, MBA
Director - Life Sciences Research

Nishit Trivedi, PhD, MBBS, MBA
Director - Life Sciences Research, VP - Corporate Strategy & Development

Nathan R. Jones, PhD, MBA
Senior Research Analyst

Peter Garner
Research Associate

Julie L. Clawser
Senior Executive Assistant - Investments

John J. Smith III
Vice President / National Sales Manager

Elliot H. Foster
Vice President of Marketing

Mark F. Schlegel, CFA

Damian C Gallagher
Associate Vice Presdident - Client Relations & Business Development

Audrey C. Ly
Vice President - Client Services

Serena W. Tenant
Assistant Vice President of Business Development

Hannah M. Arnold
Marketing Support Specialist

Caitlin Kelly
Marketing Specialist

Edward S. Conway, Jr., CPA
CPA, Vice President Finance

Lisa S. Dichter
New Media Director/ Events Coordinator

Kathleen Weidman
Accounts Payable

James Meehan, IACCP
Chief Compliance Officer

Mitch Krahe, Esq.
Vice President – General Counsel

Ian Jack
Head Trader

Matthew Hornberger
Equity Trader

Lynnae Cleaver
Equity Trader

Samantha Irwin
Operations Specialist

Joyce Groff
Operations Specialist

Linda Reed
Operations Specialist

Denise Jakows
Operations Specialist
