Emily Crail

With over thirty years of experience in the investment industry, Emily currently serves as Vice President, Advisor Analyst. Her role is multifaceted, focusing on delivering comprehensive portfolio analysis and providing outstanding client service. In addition, she provides analytical and support services to both Advisory and OCIO clients, helping to deliver customized solutions that address the unique needs and goals of each client. Responsibilities span everything from strategic planning and project execution to client communication and cross-team coordination.

Emily is a graduate of Northern Kentucky University, earning a degree in Business Administration. She has been committed to fostering talent, encouraging professional growth, and maintaining rigorous analytical standards within our team.