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DV

David Volpe

Portfolio Manager at Emerald Mutual Fund Advisers Trust

King of Prussia, PA , United States

About

David A. Volpe, CFA, is a Portfolio Manager at Emerald Mutual Fund Advisers Trust and serves as Deputy Chief Investment Officer and Managing Director at Emerald Advisers, LLC, based in King of Prussia, PA. He leads the Emerald Mid Cap Growth and Emerald Growth Opportunities portfolios, co-manages the Emerald Insights Fund, and recently managed the launch of the F/m Emerald Special Situations ETF, focusing on company-specific catalysts and mispriced opportunities across sectors and market capitalizations.

Volpe maintains direct research responsibility for the Energy sector and brings expertise in identifying under-researched growth opportunities, leveraging Emerald's multi-step, fundamentals-driven research process. His approach is sector-agnostic in some mandates, allowing flexibility to capture value in transformative equities, with a strong track record in mid-cap growth strategies and special situation investments.

With over 30 years in investment management, Volpe has held roles including President of Emerald Asset Management PA, LLC, First Deputy City Controller of Philadelphia, and CIO for the Philadelphia Gas Works Pension System. He holds a BA in Political Science from SUNY Potsdam, an MPA from Penn State, and is a CFA charterholder since 2002, recognized for his leadership, board service, and significant contributions to portfolio strategy and risk management in institutional and mutual fund vehicles.

Career History

OrganizationRoleDate RangeDetails
Emerald AdvisersPortfolio ManagerUnknown to Present
Emerald Advisers, LLCPresident and Deputy CIOMar 2000 to Present

Education

Penn State University

Master of Public Administration (M.P.A.)

1984 1985

State University of New York College at Potsdam

1980 1984

Skills & Expertise

Portfolio Management
Hedge Funds
Fixed Income
Investments
Bloomberg
Asset Allocation
Fundraising
Grant Writing
Nonprofits
Grants

Others at Emerald Mutual Fund Advisers Trust (3)

NameRoleLocation
A
Andrew Smith
Portfolio Manager and Senior Research AnalystReading, PA , United States
Ian Jack
Ian Jack
Head TraderLancaster, PA , United States
M
Matthew Hornberger
Equity TraderLititz, PA , United States

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