"I bring a comprehensive set of capabilities to each relationship to support the totality of clients’ wealth."
Ethan Emma

Ethan Emma

"I bring a comprehensive set of capabilities to each relationship to support the totality of clients’ wealth."
About Ethan Emma

Welcome

With over 25 years of experience managing the sophisticated complexities that accompany great wealth, Ethan Emma delivers hands-on, boutique-style investment services coupled with access to the powerful resources only a global firm can provide. Families and foundations look to him for comprehensive and strategic guidance that targets wealth preservation and diversification. He creates asset allocations and selects investment managers to build tailored portfolios, testing them through proprietary simulations before implementation. He believes that his clients benefit from a real-world analysis of possible outcomes.
Ethan brings a comprehensive set of capabilities to each relationship to support the totality of his clients' wealth. He assists with any financial matter—from estate planning and personal banking to credit and lending services.

Meet Our Team

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
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