Case Study
Emerson Investment Management
“ Advent is committed to technology and taking it to the next level. ” Kristin Vespucci-Case, Administration Director and Chief Compliance Of?cer, Emerson Investment Management Client Story Advent Direct? Investor Management Emerson Partners With Advent to Create Customizable Investor Management Solution “Invested in Y ou” is how Emerson Investment Management describes its client service philosophy. The ?rm promises a very hands- on, personal