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 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.

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.

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 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 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, CFA®

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. His work included asset allocation research, performance reporting, risk management, and supporting the due diligence and investment processes of the NC Employee Pension Plan.

David earned his MBA from the University of North Carolina at Charlotte and a dual BA from the University of North Carolina at Chapel Hill.  He is an active member of the CFA Society of North Carolina.