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Emerald Finance and Banking Innovation Fund - Institutional(HSSIX)

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30.25 +0.16    +0.53%
26/12 - 延遲資料. USD 貨幣
種類:  基金
市場:  美國
發行者:  Emerald
資產類別:  股票
  • 晨星評級:
  • 總資產: 24.94M
Emerald Banking and Finance Instl 30.25 +0.16 +0.53%

HSSIX綜觀

 
你可在本頁找到深入的Emerald Finance and Banking Innovation Fund - Institutional公司檔案,包括HSSIX的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Financial

總資產

24.94M

費用

1.43%

基金成立

40987

聯絡資訊

地址 1703 Oregon Pike
Lancaster,PA 17605
United States
電話 1-855-828-9909

主要管理層

名稱 主旨 成立於 直至
Steven E. Russell Assistant Vice President 2012 now
自傳 Mr. Russell is an Assistant Vice President for Emerald and Assistant Vice President of Emerald Advisers, Inc. Prior to re-joining Emerald Advisers, Inc. in 2005, Mr. Russell founded a registered investment adviser and served as Managing Director of a private equity firm. Mr. Russell served as a portfolio manager and officer of Emerald Advisers, Inc. from 1998 to 2004. He has also served as a portfolio manager for the Pennsylvania Public School Employee’s Retirement System.
Kenneth G. Mertz - 1997 now
自傳 Mr. Mertz is Chief Investment Officer and President of Emerald Advisers, LLC and a member of the Small Cap Portfolio Management team. He is also a Co-Manager of the Emerald Finance & Banking Innovation Fund. Portfolio Manager, Emerald Financial Services Private Equity Fund I, LP.; past Trustee and Vice President of the Emerald Mutual Funds; Chief Investment Officer, PA State Employees’ Retirement System (1985-1992); Member, CFA Institute; past Member, Pennsylvania State University Research Foundation; past Trustee, Evangelical Lutheran Church in America Board of Pensions; past Trustee, Pennsylvania State University Endowment Council (1998-2004); and past Chair, President, & Director of Central Pennsylvania Investment Managers. He is currently a board member and was formerly Chairman of Diakon Children, Family and Community Ministries, and the former Chairman of the Diakon Lutheran Fund, its endowment arm. Mr. Mertz has been quoted in The Wall Street Journal and in USA Today, and has served as speaker at various investment seminars and programs across the country. He has been a guest on CNBC’s Mutual Fund Investor, and has been interviewed several times on CNBC and Bloomberg TV. Mr. Mertz graduated from Millersville University with a BA in Economics. Mr. Mertz is a CFA charterholder.
Steven E. Russell Assistant Vice President 1998 2001
自傳 Mr. Russell is an Assistant Vice President for Emerald and Assistant Vice President of Emerald Advisers, Inc. Prior to re-joining Emerald Advisers, Inc. in 2005, Mr. Russell founded a registered investment adviser and served as Managing Director of a private equity firm. Mr. Russell served as a portfolio manager and officer of Emerald Advisers, Inc. from 1998 to 2004. He has also served as a portfolio manager for the Pennsylvania Public School Employee’s Retirement System.
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