We Believe

President and long-time Deputy CIO David Volpe, CFA has been named CEO and COO/CFO Richard Juliano has been named President/COO. Emerald co-founder and CEO Scott Rehr has been named Executive Chairman and will lead efforts to ensure the successful onboarding of the new Emerald Investment Advisers team and strategies.

 

David A. Volpe, CFA

Chief Executive Officer – EAM PA | Deputy Chief Investment Officer – Emerald Advisers
Joined Emerald: 2000

Mr. Volpe is Chief Executive Officer of Emerald Asset Management PA, LLC and Deputy Chief Investment Officer of Emerald Advisers with over 30 years of investment experience. He is manager of the Emerald Mid Cap Growth and Emerald Growth Opportunities portfolios and for the F/m Emerald Special Situations ETF.  Additionally, Mr. Volpe maintains research coverage of the Energy industry. He also assists with institutional marketing and client service, research, and strategic planning. From 1990 to 2000 he served as First Deputy City Controller of the City of Philadelphia, where he was responsible for the day-to-day operation of the Controller’s Office, and was a member of the Philadelphia Municipal Pension System Investment Committee. From 1996 to 2000, he was also Chief Investment Officer of the Philadelphia Gas Works Pension System, where he was responsible for all aspects of that entity’s pension fund. Prior to working for the City of Philadelphia, Mr. Volpe was a senior budget analyst for the Pennsylvania State Senate Appropriations Committee and served as an alternate member on the Pennsylvania State Employees’ Retirement System and Pennsylvania School Employees’ Retirement System. Mr. Volpe was Chairman of Philadelphia Mayor Ed Rendell’s Finance transition team following his 1992 election to office. He is a board member and Finance Committee Chair of Merakey, Inc. and a member of the CFA Institute. Mr. Volpe earned a BA in Political Science from Potsdam College and a Masters in Public Administration from Penn State University. He was awarded the Chartered Financial Analyst (CFA) designation in 2002 and is a CFA charter holder.

Richard Juliano

President and Chief Operating Officer – EAM PA
Joined Emerald: 2011

Mr. Juliano is the President and Chief Operating Officer of Emerald Asset Management PA, LLC, joining the firm in November 2011. He is responsible for assisting in the day-to-day management of the Company and manages the Company’s treasury and financing functions. Prior to joining Emerald, Mr. Juliano was the owner of several businesses and the Chief Operating Officer / Chief Financial Officer of Bulova Technologies, a defense contractor and contract manufacturer. He has extensive experience in M&A strategy development and implementation. He also worked for PricewaterhouseCoopers as a Senior Audit Manager. Mr. Juliano is a member of the Pennsylvania Institute of Certified Public Accountants and the American Institute of Certified Public Accountants and holds a BS Degree in Accounting from York College of Pennsylvania. Mr. Juliano is on the advisory board for Lancaster Catholic High School.

Scott Rehr

Executive Chairman – EAM PA
Joined Emerald: 1991-2002, 2012

Scott is the Executive Chairman of the board of directors of Emerald Asset Management PA, LLC, parent company to Emerald’s five subsidiary investment advisory firms. He most recently served as Chief Executive Officer of Emerald Asset Management PA, LLC . Scott co-founded Emerald Advisers in 1991 and served as its Senior Vice President and Treasurer until 2002. He also co-founded and served as President and Trustee of the Emerald Mutual Funds from 1992 – 2002. He returned to Emerald in 2012 to help manage its continuing growth after serving as executive director of the non-profit Connections Work from 2002 – 2012. Scott is the Treasurer and a member of the board of directors and the investment committee of the Wyomissing Foundation and a member of the board of directors of Diakon Housing Services. He has served as chair of several local community-based organizations, including as the past chair of the board of directors of the United Way of Berks County and its Community Impact Cabinet.

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