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David Volpe
Portfolio Manager at Emerald Mutual Fund Advisers Trust
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Emerald Advisers | Portfolio Manager | Unknown to Present | — |
| Emerald Advisers, LLC | President and Deputy CIO | Mar 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
Others at Emerald Mutual Fund Advisers Trust (3)
| Name | Role | Location |
|---|---|---|
A Andrew Smith | Portfolio Manager and Senior Research Analyst | Reading, PA , United States |
| Head Trader | Lancaster, PA , United States | |
M Matthew Hornberger | Equity Trader | Lititz, PA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
B Brian Hook | Vice President, Chief Financial Officer and Treasurer | Adams Diversified Equity Fund, Inc. | Baltimore, MD , United States |
D David Schiminger | analyst | Adams Diversified Equity Fund, Inc. | Baltimore, MD , United States |