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Emerald Asset Management, Inc. Employee Directory

Investment ManagementNorth Carolina, United States2-10 Employees

Emerald Asset Management, Inc. operates as an autonomous registered investment advisory firm headquartered in Rocky Mount, North Carolina. It serves clients across the region from the Triangle to the coast, offering tailored asset management and financial planning for high-net-worth individuals, families, and businesses. The firm emphasizes relationship-building and delivers customized strategies that integrate estate planning, tax efficiency, risk management, and legacy planning. The name reflects North Carolina heritage—the emerald is the state gem—and signifies the clarity and long-term value the firm aims to provide. The organization employs a small team of 2–10 professionals and reports annual revenue in the $10–$25 million range; more information is available at https://emeraldam.com.

Find Emerald Asset Management, Inc. employees' phone numbers or email addresses

Emerald Asset Management, Inc. Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Emerald Asset Management, Inc.'s Leadership

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    J. H.
    Associate Portfolio Manager And Senior Research Analyst
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  • Stylized image of a person
    A. R.
    Analyst
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    B. S.
    Sales And Marketing Executive
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  • Stylized image of a person
    J. O.
    Administrator
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  • Stylized image of a person
    J. C.
    Money Management Excellence
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Emerald Asset Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Finance

Contact profiles from Emerald Asset Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. H.
    Associate Portfolio Manager And Senior Research Analyst
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    Oct 21, 2024
  • Stylized image of a person
    A. R.
    Analyst
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    Oct 22, 2024
  • Stylized image of a person
    B. S.
    Sales And Marketing Executive
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    Oct 21, 2024
  • Stylized image of a person
    J. O.
    Administrator
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    Oct 23, 2024
  • Stylized image of a person
    J. C.
    Money Management Excellence
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Emerald Asset Management, Inc. known for?

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Emerald Asset Management, Inc. was founded in 2013 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Emerald Asset Management, Inc.'s company overview page for more information.

What is Emerald Asset Management, Inc.'s most common email format?

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Emerald Asset Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Emerald Asset Management, Inc. email formats with LeadIQ.

How many employees does Emerald Asset Management, Inc. have currently?

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Emerald Asset Management, Inc. has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Emerald Asset Management, Inc.'s key employees and leadership?

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As of August 2026, Emerald Asset Management, Inc.'s key employees include:

  • Associate Portfolio Manager And Senior Research Analyst: J. H.
  • Analyst: A. R.
  • Sales And Marketing Executive: B. S.
  • Administrator: J. O.
  • Money Management Excellence: J. C.

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