LANCASTER, Pa.--(BUSINESS WIRE)--Emerald Asset Management, Inc., an investment holding company with approximately $4.8 billion in assets as of March 31, 2017, has announced that subsidiary company Emerald Advisers, Inc. has hired and promoted key staff members as its advisory business continues to grow. Stephen D. Hamilton has joined the senior staff as Vice President – Portfolio Specialist. He is responsible for maintaining and expanding Emerald’s extensive relationships with consultants and institutions, working in collaboration with Emerald’s portfolio management, sales and client services teams.
Mr. Hamilton has over eighteen years’ experience in the institutional investment industry, most recently as a Vice President with Franklin Templeton Investments. Previously he was Vice President, Institutional Sales & Consultant Relations for Delaware Investments, where he worked for sixteen years. He is a CAIA (Chartered Alternative Investment Analyst) Charterholder and a graduate of West Virginia University.
“We are proud to welcome Steve to Team Emerald as he brings his experience and expertise to benefit our clients and their consultants, strengthening our long-standing commitment to our client base,” said Emerald Advisers President & CIO Kenneth G. Mertz II, CFA.
In addition, Emerald Advisers has promoted two key long-term employees. Audrey Ly has been promoted to Assistant Vice President – Client Services and Julie Clawser has been promoted to the new position of Senior Executive Assistant – Investments. Ms. Ly has been with Emerald for 17 years and directs Emerald’s client and marketing materials fulfillment and informational request responsibilities. Ms. Clawser has been with Emerald for 15 years and coordinates the portfolio management and research teams’ administrative and non-investment associated tasks.
“Emerald continues its two-plus decades tradition of investing back into our business as assets grow – ensuring that Team Emerald employs a strong complement of experienced professionals who are focused on providing ‘The Emerald Advantage’ to our clients,” said Emerald Asset Management Founder & CEO Joseph E. Besecker. “The addition of Steve Hamilton and the promotion of Julie Clawser and Audrey Ly exemplify and underscore this commitment,” he said.
Founded in 1991, Emerald Asset Management, Inc. is a diversified investment management company that operates through its subsidiaries Emerald Advisers Inc., Emerald Mutual Fund Advisers Trust, Emerald Separate Account Management LLC, Emerald Direct Lending Advisers LLC and EmStone Advisers LLC. Assets managed by these companies totaled approximately $4.8 billion as of March 31, 2017. “Driven by Research,” Emerald employs an intense fundamental, research-focused investment philosophy and focuses primarily on growth and value oriented equity investing and income oriented investing. Emerald and its subsidiaries maintain offices in King of Prussia and Pittsburgh, Pennsylvania, and Cleveland, Ohio. Its global headquarters is located in Leola, PA.
Emerald Asset Management, Inc.
3175 Oregon Pike
Leola, PA 17540