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Protect & Grow Your Wealth


Call Emerald Today


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.

Investors need an advisor they can trust to stay ahead of these changes. 


We believe our independence enables us to work exclusively on behalf of our clients.

The Emerald Process

Our belief is that investor psychology is the driving force behind markets. We  have a unique strategy that combines risk management with a disciplined, rules-based investment process. Our customized approach is designed to pinpoint investments that grow in accordance with our investors’ needs while protecting against large market declines. 


OUR MISSION IS SIMPLE:

We strive to provide financial planning, intelligent investment advice, and sound tax management strategies to all of our clients.

Our knowledge, experience, and passion for our client's well-being enables us to provide dependable, targeted solutions to our investors. We utilize our strategic relationships with attorneys, CPAs, and other industry experts to ensure we are able to address the full scope of your financial needs:

Asset Management

Portfolio Construction

Retirement Planning

Trust Services

Tax & Estate Planning

Financial Planning

Let us help you pave the road to a brighter financial future.

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, 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 sought-after voice in the financial industry, contributing content and insights to platforms including Forbes, Seeking Alpha, and The Resilient Advisor Podcast. Along with his partner Robert Leggett, Clint co-authored the 2015 book Invest to Prosper, a comprehensive guide to personal wealth and investing.

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, LLC, 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. 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.

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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.

Michael Helms, CPA/PFS, CFP™ Photo Michael Helms, CPA/PFS, CFP™ Hover Photo

Michael Helms, CPA/PFS, CFP™

Wealth Manager
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Michael Helms, CFA/PFS, CFP™

Wealth Manager

Michael@emerald-ip.com | LinkedIn Profile

With more than 20 years of experience providing financial planning, strategic investment advice and comprehensive tax management solutions, Michael Helms joined Emerald as a Wealth Manager in 2017. He oversees the operations of our office in Greenville, SC. Michael's hands-on experience and client-first focus is central to the company’s ongoing growth, evolution and support services: helping both the organization and its customers gain a critical competitive advantage.

Immediately prior to his joining Emerald, Michael was the Managing Director of EverGreenFinancial Services, Inc. Here, he worked with independent clients in the greater Greenville area, leveraging in-class asset management and broad-reaching tax and financial management solutions to maximize and preserve their long-term wealth. 

Michael earned his MBA with a focus in Accounting and Finance as well as his B.S. in Finance from the University of South Carolina at Columbia. He is a Certified Public Accountant (CPA), CPA Personal Financial Specialist (PFS), Certified Financial Planner (CFP), and he is a member of the AICPA.

Victoria Handley Photo Victoria Handley Hover Photo

Victoria Handley

Operations Manager
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Victoria Handley

Operations Manager

victoria@emerald-ip.com | LinkedIn Profile

Victoria Handley is the Operations Manager for Emerald Investment Partners. In this role, she assists with the maintenance and utilization of our technological platforms, along with account maintenance, reporting, billing, and client services. Victoria’s focus is on serving our private investor clients.

Prior to joining Emerald, Victoria spent three years at Envestnet | Tamarac in both operations and client service roles. As a Senior Client Service Specialist, she served as the CRM technical contact for a group of RIA clients representing tens of billions in assets. She also ideated and built targeted CRM processes to streamline business workflows and maximize client-side experiences. Here, she obtained her certification in Microsoft Dynamics 365 for Sales. Before her operations roles, Victoria worked as an associate at Coleman Research, overseeing research and client services for institutional investors and management consultants.

Victoria is a graduate of Georgetown University and continues to serve in the school’s Alumni Admissions Network. She’s an avid traveler, having lived in South Africa and Turkey and visited countries in Europe, the Middle East, Southeast Asia, North and Central America, and the Caribbean. In her spare time, Victoria volunteers with the SPCA of Wake County.

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.

 

We want our clients to sleep soundly at night knowing their financial future is in steady, dependable hands.  

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