2
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Board Member
2022
Where Health Insurance is Simplified From Start to Finish.
Easy app-based enrollment, no hidden fees, and no agents, just a smart and simple match to the plan that is best for you and your family.
Experience · 7 entries
All (7)
Investments (2)
Founder (1)
Board (1)
2025
Registered Representative
Sep 2025
Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and managed broker dealer services. As a leading boutique investment firm, we’re also a trusted partner, dedicated to remaining nimble and flexible in order to fully focus on the needs of our clients.
At Emerson Equity, we understand that nothing takes the place of a firms ability to deliver tangible results. Thats why each of our clients works directly with an investment professional who draws on the firms broad resources to tailor a specific products and services to fit their needs.
Launched in 2003, Emerson Equity was founded with the vision of providing complete financial planning and highly personalized investment management services and inception-to-closing managing broker dealer services. Today, Emerson Equity continues to enjoy strong growth, with nearly 100 investment professionals in locations across the country -- from San Francisco, Silicon Valley, Los Angeles, Orange County and San Diego, to Dallas, Columbus, Ohio, and New York.
We are a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Emerson Equity is also a registered Investment Advisor.
STRATEGIC RELATIONSHIPS
At Emerson Equity, we have built valuable, long-standing strategic relationships with many of the industry’s most successful and innovative firms – from large Wall Street banks and sponsor companies, to innovators in the areas of private placements and alternative investments.
Contact us today at info@emersonequity.com or 650-312-0200 to schedule a consultation where we can discuss all your financial needs.
Partner, Head of Operations
Jan 2025
We have formed a brand new venture fund to invest in the best clients of Artisanal Talent Group, alongside our favorite VCs. Our Limited Partners are some of the most impressive, successful operators in the history of software and major VCs.
2022
Board Member
2022
Where Health Insurance is Simplified From Start to Finish.
Easy app-based enrollment, no hidden fees, and no agents, just a smart and simple match to the plan that is best for you and your family.
2019
Co-Founder, Chief Operating Officer
2019
Stress-Free is a tech-enabled services company that focuses on building a national automotive brand. The company acquires and manages local automotive service shops, transforming antiquated service centers into tech-enabled and professionally managed shops for the next generation of vehicles.
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