“Fiduciary duty is the first principle of the investment
Adviser… Fiduciary comes from the Latin word for trust.”

- Lori Richards, Director SEC, OCIE

 

Emerald Asset Advisors was founded in 1998 when its founders were motivated to find a flexible and adaptive way to manage money for their clients.

We provide fee-based, discretionary asset management to our private and institutional clients. Fee-based advisors minimize potential conflicts by not accepting commissions on products they sell. Our discretionary trading arrangement with our clients allows us to make changes to their portfolios in a timely manner.

We do not hold our clients’ assets. Your portfolio will be maintained at an unaffiliated firm that is a qualified account custodian. Your account custodian will provide you periodic account statements, confirmations and tax reports. We supplement these reports with our customized performance and holdings reports.

The Emerald Team

Professional Staff

Scot L. Hunter, ChFC®
Chief Executive Officer, Principal

Allan M. Budelman
Managing Partner, Principal

Kristof Lewicki, CFP®, ChFC®, CASL®
Portfolio Manager, Certified Financial PlannerTM practitioner

Troy C. Sorel
Relationship Manager

Operations Staff

Suzie Dean
Director of Trading

Denise Karp
Director of Operations

Leana C. Alu
Director of Client Services

Scot L Hunter, ChFC® – Chief Executive Officer, Principal

Mr. Hunter co-founded Emerald in 1998 and is responsible for the overall strategic and corporate development activity of the firm. He also represents the company in various charitable initiatives and civic organizations.

Mr. Hunter received his degree in Business Administration from the University of Nevada at Las Vegas, graduating in 1982 as an “Academic All-American.” In 1984, after two years as a tennis professional, he was recruited by a major insurance company to market their products. His determination, coupled with his business acumen, paved the way for the formation of The Emerald Planning Group (an insurance advisory firm) and later Emerald Asset Advisors. Mr. Hunter holds the designation of Chartered Financial Consultant (ChFC). He has been a resident of South Florida since 1970.

Allan M. Budelman – Managing Partner, Principal

Mr. Budelman joined the firm shortly after its formation in 1998 and has over 15 years experience in the investment industry, serving both high net worth individuals and large institutions.

Prior to joining Emerald, Mr. Budelman served as an Associate in JP Morgan’s Private Bank for two years, working with the portfolio management team for ultra high net worth individuals. From 1996-1997, he was an Assistant Treasurer with Bankers Trust Company serving as a relationship manager for institutional banking clients. Previously, from 1994-1996, Mr. Budelman worked with Chase Manhattan Bank in New York, serving as an Administrator in the foreign exchange and global securities settlement department.

Mr. Budelman is a graduate of the University of Maryland at College Park, where he earned a degree in Business Administration in 1992. He also earned an MBA in International Business from the University of Miami in 2000.

Kristof Lewicki, CFP®, ChFC®, CASL® – Portfolio Manager, Certified Financial PlannerTM practitioner

Mr. Lewicki joined Emerald in 2014 as a Portfolio Manager and is member of Emerald’s investment committee. He has also served as the Managing Member of Kris Lewicki and Associates, LLC, an independent financial planning and investment advisory firm, since 2011. Prior to founding Kris Lewicki and Associates, LLC, Mr. Lewicki was a registered representative with LPL Financial, LLC from 2005 to 2011 and American Express Financial Advisors, Inc. from 1996 to 2005.

Mr. Lewicki received a Master’s Degree in Sports Physiology from the Academy of Physical Education in Warsaw, Poland in 1984. He has also earned numerous qualifications in the wealth management and financial planning fields.

Troy C. Sorel – Relationship Manager

Mr. Sorel joined Emerald in 2014 and is responsible for sales and advisory.

Prior to joining Emerald, Mr. Sorel served as a registered representative and investment adviser representative with ING Financial Partners from 2010 to 2014. His previous experience includes working with Clarity Financial Planning as a Portfolio Assistant from 2009 to 2010 and serving as an Account Ambassador for Great Florida Bank from 2008 to 2009.

Mr. Sorel received his Bachelor’s degree in Real Estate from the Florida State University College of Business. He also achieved a Master’s of Business Administration with a concentration in Finance from Florida State University in 2008.

Suzie Dean – Director of Trading

Ms. Dean joined Emerald in 2004 and is responsible for directing and supervising trading for the firm’s investment strategies. Ms. Dean has been in the brokerage industry since 1989 and has held various trading/operational roles at major institutions including Barnett Bank, Prudential Securities and Smith Barney.

Ms. Dean earned an associates degree from St. Augustine Community College in St. Augustine, FL in 1986.

Denise Karp – Director of Operations

Ms. Karp joined Emerald in 2008, and is responsible for all operations and administrative functions. She is also the firm’s Technology Specialist and is responsible for the coordination of our technology services. Ms. Karp has held similar positions at both financial services and legal firms for over ten years.

Ms. Karp graduated New York University with a B.A. in English.

Leana C. Alu – Director of Client Services

Ms. Alu joined Emerald in 2009 and is responsible for supporting the overall sales, marketing and business development efforts of the firm.

Prior to joining Emerald, Ms. Alu served as a Sales Executive in the dental care industry for over two years, where she held responsibility for proactive sales, client service and administration. Ms. Alu also has experience as an Operations Accountant and has worked with Financial Analysts under the Student Work Experience Program at Lockheed Martin during her studies.

Ms. Alu earned a Bachelor of Science in Business Administration with a focus on Finance from the University of Central Florida. She also earned an MBA in Management from the H. Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University in 2013.