Emily Detz, CFA®, CAIA®
Senior Portfolio Manager
About Emily
Emily is a Senior Portfolio Manager for RKL Private Wealth and a member of the Investment Team. She focuses on creating custom investment solutions that maximize clients’ return objectives while minimizing risk.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Education
B.S. Finance, Penn State University
Professional & Business History
Emily has 11 years of industry experience, focused on public markets investment management and asset allocation for large pension funds, both corporate and public.
Professional Designations
Chartered Financial Analyst (CFA®)
Chartered Alternative Investment Analyst (CAIA®)
Personal
Emily resides in Marietta with her husband, Scott, and daughter, Charlotte. She enjoys spending time with family and sharing her love of softball through coaching a local high school team.