Emmett, CFA® charterholder is a seasoned investment professional with deep expertise in manager research, multi-asset portfolio construction, and investment advisory services. He currently serves as managing director of investment platform solutions from our Lynnfield, MA office.
Over the course of his career, Emmett has held leadership roles across major wealth-management and investment-manager research platforms, including oversight of external manager search and selection, asset-allocation governance, and multi-asset research functions. Among his previous roles, he served as Managing Director of Search & Selection at Boston Private Wealth LLC and Head of Multi-Asset Research at SVB Private.
Emmett holds the Chartered Financial Analyst (CFA) designation and brings a disciplined, research-driven approach to investment implementation and manager oversight. His background is distinguished by a commitment to rigorous due diligence, a multi-asset mindset, and translating manager selection frameworks into implementable client outcomes.
Known for bridging the gap between institutional-style research rigor and client-centric advisory delivery, Emmett is adept at leading teams, framing investment strategy across asset classes, and enabling advisor platforms to achieve diversified, performance-oriented outcomes.
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