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
Senior Research Analyst
Nishit Trivedi, PhD, MBBS, MBA
Senior Research Analyst, VP - Corporate Strategy & Development
Nathan R. Jones, PhD, MBA
Research Analyst
Adam S. Neideigh
Research Associate
Nicholas D. Lorenz
Research Associate
Julie L. Clawser
Senior Executive Assistant - Investments
Joseph A. Besecker, M.D., FAAP
Research Associate
Alfred J. Cooke, M.D., F.A.C.S.
Research Consultant
John J. Smith III
Vice President / National Sales Manager
Elliot H. Foster
Vice President of Marketing
Mark F. Schlegel, CFA
Audrey C. Ly
Assistant Vice President - Client Services
Serena W. Tenant
Assistant Vice President of Business Development
Hannah M. Arnold
Marketing Support Specialist
Edward S. Conway, Jr., CPA
CPA, Vice President Finance
Lisa S. Dichter
New Media Director/ Events Coordinator
Kathleen Weidman
Accounts Payable
James Meehan
Chief Compliance Officer
Mitch Krahe, Esq.
Vice President – General Counsel
Ian Jack
Head Trader
Matthew Hornberger
Equity Trader
Samantha Irwin
Operations Specialist
Joyce Groff
Operations Specialist
Linda Reed
Operations Specialist
Denise Jakows
Operations Specialist
