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We put investment back into investment advisor. 


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Grow. Scale. Thrive.

In this business, the only certainty is uncertainty. Markets shift, trends change and the way investors grow their wealth can look very different from one day to the next. That’s where Emerald Investment Partners comes in.

Our hands-on approach to wealth management leverages our passion, experience and market insights to create a dynamic experience for advisors and their clients. From investment management to wealth planning, we have the flexibility to evolve with the financial landscape.  When we do, our advisors grow and thrive, and their clients gain the financial traction they need to excel in any market.

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OUR MISSION IS SIMPLE:

We strive to protect and grow client assets, while supporting independent advisors looking to evolve their businesses. 

Services

Asset Management

Portfolio Construction

Investment Consulting

Trust Services

Tax & Estate Planning

Financial Planning

By providing an end-to-end solution for independent advisors, Emerald helps passionate, driven managers grow their businesses on their terms. By providing the framework, insights and strategic relationships advisors need, our expert team positions you and your business for success today and tomorrow.

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Practice Consulting

Develop the infrastructure and workflows that make sense for your business with insights and action plans created with your advisory practice in mind.

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Back Office

Our team will submit and track transfers, performance reporting, billing and more, give you more time to do what you do best: run your business

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Compliance

Don’t get caught up in compliance infractions. We’ll take over filings, ADVs and agreements, ensuring you’re 100% compliant with state and federal regulations

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Marketing Management

From presentations to web design, marketing collateral and client communications and more, our team can manage branding and outreach, driving more engagement and more business.

We empower our advisors to focus on strengthening client relationships, while we leverage modern technology and our proprietary algorithms to invest client money intelligently. 

Meet the Team

Clint Sorenson, CFA®, CMT® Photo Clint Sorenson, CFA®, CMT® Hover Photo

Clint Sorenson, CFA®, CMT®

Managing Partner
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Clint Sorenson, CFA®, CMT®

Managing Partner

Clint@emerald-ip.com | LinkedIn Profile

Managing Partner of Emerald Investment Partners, LLC and Co-Founder of WealthShield, Clint has long been dedicated to innovating and accelerating the investment landscape. His unique system leverages proprietary quantitative strategies, by fusing together behavioral finance, fundamental and technical analysis.

Clint is a Chartered Market Technician and Chartered Financial Analyst, proficient in a broad range of investment topics. Before becoming a founding partner of Emerald Investment Partners, Clint was a financial consultant at Gunnet, Best & Sorenson Financial Group of Wells Fargo Advisors. He earned his bachelor’s degree from the University of North Carolina at Chapel Hill and, now, serves on the boards of the Market Technicians Association, Inc. and the CFA Society North Carolina, where he currently serves as President.

Robert Leggett, CFA®, CFP®, JD® Photo Robert Leggett, CFA®, CFP®, JD® Hover Photo

Robert Leggett, CFA®, CFP®, JD®

Managing Partner
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Robert Leggett, CFA®, CFP®, JD®

Managing Partner

Robert@emerald-ip.com | LinkedIn Profile

Robert Leggett is a Chartered Financial Analyst, Certified Financial Planner, and Managing Partner of Emerald Investment, LLC. He is also a co-founder of WealthShield LLC. His career spans more than two decades in business, including extensive work in financial services, legal, tax, real estate and accounting which, together, give him the diverse experience needed to manage and grow wealth in today’s marketplace.

For more than 15 years, Robert has focused on tapping into the power of passive investments to diversify, reduce expenses and create tax-efficient portfolios. He believes that proper asset allocation and risk management strategies add value and drive long-term portfolio performance, and he takes this approach with Emerald’s clients daily.

Prior to joining Emerald, Robert served as CEO of a $250 million family business, giving him unique insights into the challenges business owners face. Before this role, Robert was the first Vice President of UBS in Raleigh, Vice President of Merrill Lynch in Cary, President/CEO of Leggett Stores in Danville and, first, an attorney at the regional law firm of Mays & Valentine. He earned a Bachelor of Science degree in Business Administration with a concentration in accounting from Emory University, where he graduated summa cum laude. He earned his Juris Doctor from the T.C. Williams School of Law at the University of Richmond.

Bill Brewer Photo Bill Brewer Hover Photo

Bill Brewer

Wealth Manager
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Bill Brewer

Wealth Manager

bill@emerald-ip.com |  LinkedIn Profile

Bill joined Emerald in 2016 as a wealth manager. Having spent 30-plus years in relationship management at Wachovia Bank, he is keenly aware of the importance of strong personal bonds in financial planning. By bringing together Emerald’s dynamic asset allocation process and his own understanding of an investor’s wants and needs, Bill constructs plans that drive maximum value -- and maximum wealth -- for his clients.

After graduating from Wake Forest University in 1970 with a B.A. in economics, Bill enlisted in the United States Air Force and served five years as an aircrew member on a KC-135 air refueling tanker. After leaving the military, Bill joined Wachovia Bank and served 31 years with the bank first as a Regional Real Estate Financial Service Manager and Commercial Relationship Manager, retiring in 2006 as Senior Vice President & Market President. During and after his tenure with the bank, Bill held leadership positions at many charitable organizations.

Caroline Leggett  Photo Caroline Leggett  Hover Photo

Caroline Leggett

Director of Marketing
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Caroline Leggett

Director of Marketing

caroline@emerald-ip.com | LinkedIn Profile

Caroline Leggett joined Emerald Investment Partners, LLC as Director of Marketing in 2017. Before joining Emerald, Caroline was an Account Manager and, prior, a Recruiter for Insight Global, an award-winning national staffing company that specializes in the accounting, financial and engineering industries. She has also held roles at the North Carolina Legislature and the London-based nonprofit Standing Together Against Domestic Violence. Throughout these experiences, Caroline focused on tapping into data-driven marketing best practices to drive meaningful, measurable results for her clients and the businesses she supported. She now brings that experience to Emerald, creating comprehensive marketing, business development and strategic growth initiatives that accelerate engagement and success.

Caroline attended the University of North Carolina at Chapel Hill, and holds a bachelor’s degree in international studies, political science, and anthropology. She currently lives in Raleigh.

David Stefanick Photo David Stefanick Hover Photo

David Stefanick

Director of Research
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David Stefanick

Director of Research

david@emerald-ip.com |  LinkedIn Profile


Joining Emerald Investment Partners, LLC as the Director of Research in 2017, David Stefanick works closely with executive leadership to help steer the strategic direction of the organization. With a focus on managing model portfolios and the company’s quantitative models, David is central to Emerald's short- and long-term objectives, and he lays the groundwork for many of its broad-reaching client initiatives. 

Prior to joining Emerald, David was an Investment Analyst for the North Carolina Department of State Treasurer. Here, he analyzed financial and credit insights to forecast business and economic conditions to help drive high-value decisions for the state’s pension fund and other investments. His work included tracking portfolio performance, asset allocation, determining acceptable risk levels, and supporting the due diligence and investment processes of the fund. 

David earned his MBA in Applied Investment Management from the University of North Carolina at Charlotte. He holds a dual BA from the University of North Carolina at Chapel Hill, with an emphasis on Exercise & Sport Science and Peace, War & Defense. David has passed all three levels of the CFA Program, and may be awarded the charter upon completion of the required work experience.

 

Emerald helps passionate, driven managers grow their businesses on their terms.

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Pricing

Every independent advisor is different

The Emerald approach is anchored in a dynamic approach to investing that pivots to market changes and to our partners’ ever-evolving needs.

Built around your needs and goals

Fee structures are built around your needs and goals, and they can be assessed by flat fee or a percentage of assets under management. Full-service advisor support starts at 0.25% of assets under management.

Topnotch service and support

We strive to provide advisors with topnotch service and support -- and we never want fees to get in the way. Contact us today to learn more and for detailed pricing information.

If you're an independent advisor looking to grow and secure your career path...


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