Welcome Note

Frequently Asked Questions

Emerson Team Member Spotlight

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Bradford A. Gardner, President & Managing Director

Managing money during changing market cycles requires commonsense, attention to core investment principles and a relentless focus on each individual client’s needs.  Emerson’s team of professionals is focused solely on making sound investment decisions and serving our clients.   More than ever, we appreciate the confidence and trust that clients place in us to perform these services.

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What does Emerson Investment Management do for me as a client?

We offer a comprehensive and understandable wealth plan that addresses your financial needs and life goals based on our review of your financial situation and tolerance for investment risk.

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Jennifer A. Gallagher, CFA, Analyst

Jennifer is responsible for contributing to Emerson’s portfolio management through her research efforts, investment recommendations and focus on portfolio construction. In addition, she maintains our investment performance history in accordance with GIPS® compliant standards, supports the trading department and is a member of the Investment Strategy Committee.

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