News and Recognition

The following is a list of articles, news items and features about Emerson’s employees and wealth management expertise:


Honors & Selection:

Financial Advisor‘s “2012 Registered Investment Advisor (RIA) Ranking”*

PSN Data “Top Gun Performers”**: 2005, 2007, 2008, 2009

Wealth Manager’s “Top Wealth Managers 2009”***


Team member appearances:

Investment Week

Banker & Tradesman On-line

The Boston Business Journal’s employee “Spotlight”

The Boston Globe’s “Who, What, Where”

Women’s Business Boston


Firm Features & Employee Interviews:

“Independent Advisers Recording Huge Gains in Tough Market” Boston Business Journal

“How Strong is Corporate America?” Investment Week (UK)

“Construction Revival will Stimulate Equities” Investment Week (UK)

“Financial Advice Gleaned From a Day in the Hot Seat” New York Times

“Making a Millionaire Feel Special Once Again” New York Times

“Wealth of Advice”  The Boston Business Journal

“A Global Value Investment Strategy” featuring Paul Tryon, CFA, The Wall Street Transcript

“Investing in Large Cap Growth Stocks”featuring Jack Lemery, CFA, The Wall Street Transcript

“Advisor Yearbook: The Networking Guide for Registered Investment Advisors” Charles Schwab

“Promising Security” The International Herald Tribune

“Rational Wealth Strategies for Affluent Families” Forbes


Emerson and/or its Employees are Members of the Following Industry Organizations:

Investment Advisor Association

CFA Institute

Boston Security Analysts Society

Advent Users Group


*Emerson was selected by Financial Advisor magazine’s “2012 RIA Ranking” based upon the firm’s total assets under management as of March 31, 2012, in comparison to other wealth management firms throughout the United States.  To be eligible for inclusion on the list, firms must be SEC Registered Investment Advisors, like Emerson, have at least $50 million under management and provide clients with financial review and related services.

**Emerson’s equity investment products were selected as “Top Gun Performers” because they were one of the 10 best performers in at least one of 52 peer groups tracked by Informa’s PSN database.  PSN is recognized as a leading investment manager database that compiles comprehensive data for separate account information.

***Emerson was selected by Wealth Manager magazine as a “Top Wealth Managers of 2009″ based upon their average assets under management per client in comparison with firms throughout the United States.  Only SEC Registered Investment Advisors, like Emerson, were considered for this list of top managers.