Emerald Asset Management, Inc. Employee Directory

Q: What is Emerald Asset Management, Inc. known for?

Emerald Asset Management, Inc. was founded in 2013. Emerald Asset Management, Inc. operates in the Investment Management industry.

Investment ManagementNorth Carolina, United States2-10 Employees

Emerald Asset Management is an independent boutique Registered Investment Advisory firm headquartered in Rocky Mount, NC, serving clients from the Triangle to the coast. We provide tailored asset management and financial planning solutions for high-net-worth individuals, families, and businesses.

Our approach is centered on building lasting relationships and delivering customized strategies that align with our clients’ financial goals. We recognize that wealth management goes beyond investment advice—it requires a holistic perspective that integrates estate planning, tax efficiency, risk management, and legacy planning.

The name “Emerald” was chosen to reflect our North Carolina heritage—the emerald is the state gem—and it represents the clarity and long-term value we aim to provide. 

With a deep commitment to personalized service, we offer ongoing guidance and support, ensuring that our strategies evolve with our clients’ needs and financial goals.

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

Emerald Asset Management, Inc. Global Highlights

North America
14

United States Of America
14

Emerald Asset Management, Inc.'s Leadership

J. T.
President, Chief Investment Officer
Mobile Phone
Email
R. A. L.
Managing Partner
Mobile Phone
Email
K. H.
Operations Manager
Mobile Phone
Email
J. H.
Associate Portfolio Manager And Senior Research Analyst
Mobile Phone
Email
L. I.
Operations Manager
Mobile Phone
Email
A. R.
Analyst
Mobile Phone
Email
B. S.
Sales And Marketing Executive
Mobile Phone
Email
J. O.
Administrator
Mobile Phone
Email

Contact profiles from Emerald Asset Management, Inc.

Name

Title

Contact Info

Location

Last Update

J. T.
President, Chief Investment Officer
Mobile Phone
Email
United StatesNorth Carolina
Oct 26, 2025
R. A. L.
Managing Partner
Mobile Phone
Email
United StatesNorth Carolina
Oct 21, 2024
K. H.
Operations Manager
Mobile Phone
Email
United StatesNorth Carolina
Oct 20, 2025
J. H.
Associate Portfolio Manager And Senior Research Analyst
Mobile Phone
Email
Oct 21, 2024
L. I.
Operations Manager
Mobile Phone
Email
United StatesNorth Carolina
Oct 21, 2024
A. R.
Analyst
Mobile Phone
Email
Oct 22, 2024
B. S.
Sales And Marketing Executive
Mobile Phone
Email
Oct 21, 2024
J. O.
Administrator
Mobile Phone
Email
Oct 23, 2024
J. C.
Money Management Excellence
Mobile Phone
Email
Oct 21, 2024
T. G.
Vice President, Head Of Financial Planning And Institutional Asset Management
Mobile Phone
Email
United StatesNorth Carolina
Sep 11, 2025

Frequently Asked Questions

What is Emerald Asset Management, Inc. known for?

Emerald Asset Management, Inc. was founded in 2013 operates in the Investment Management industry. The company's main headquarters is located in 2343 Professional Drive, Suite b; you can contact the main corporate office by phone at

+1-252-443-****

. Explore Emerald Asset Management, Inc.'s company overview page for more information.

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

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?

Emerald Asset Management, Inc. has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Emerald Asset Management, Inc.'s key employees include:

President, Chief Investment Officer: J. T.
Managing Partner: R. A. L.
Operations Manager: K. H.
Associate Portfolio Manager And Senior Research Analyst: J. H.
Operations Manager: L. I.

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