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.