Robert E. Pike, CFA, AIF
Emery joined the company in 2020 after 15 years as the founder and President of Stratford Advisors. He is a former Senior Vice President with the Wachovia Corporation, where he managed portfolios and provided investment research in the Asset Management group for a variety of foundations, endowments, hospitals, corporations, mutual funds, common trust funds, and individuals. He focuses on ETF and mutual fund research to deliver efficient asset allocation and investment solutions to private clients, retirement plans, and endowments and foundations as an outsourced chief investment officer (OCIO).
Emery holds the Chartered Financial Analyst® (CFA®) credential and is a past President the CFA NC Society. He also holds the Accredited Investment Fiduciary® (AIF®) credential from the Center for Fiduciary Studies. Emery serves on the Investment Committee of the Plan Sponsor Council of America, the pre-eminent organization dedicated to improving America's retirement plan system, where he leads the research effort on responsible and sustainable investing. He also teaches as an adjunct Professor of Finance at High Point University.
Emery graduated cum laude with "Honors in History" from Wake Forest University and received an MBA from the Babcock Graduate School of Management of Wake Forest University.
Emery and his wife Marjorie have two grown sons and have made NC their home since 1980. He is a former assistant scoutmaster and youth soccer coach, and enjoys playing guitar, hot yoga, and hiking.