Kenneth George Mertz
Chief Executive Officer at Emerald Advisers LLC
Profile
Mr. Kenneth G.
Mertz is a President & Chief Investment Officer at Emerald Advisers LLC and Emerald Mutual Fund Advisers Trust.
He is part of the Small Cap Portfolio Management team.
He is currently the Chairman of Diakon, a social ministries continuing care provider, and the former Chairman of the Diakon Lutheran Fund, its endowment arm.
Previously, Mr. Mertz was a Trustee and Vice President of the Emerald Mutual Funds; Chief Investment Officer, PA State Employees’ Retirement System (1985-1992); Member, CFA Institute; past Member, Pennsylvania State University Research Foundation; past Trustee, Evangelical Lutheran Church in America Board of Pensions; past Trustee, Pennsylvania State University Endowment Council (1998-2004); and was past Chair, President, & Director of Central Pennsylvania Investment Managers.
Mr. Mertz graduated from Millersville University with a BA in Economics.
Kenneth George Mertz active positions
| Companies | Position | Start |
|---|---|---|
Emerald Advisers LLC
 Emerald Advisers LLC Investment ManagersFinance Emerald Advisers, Inc. (Emerald) is a SEC-registered investment advisor headquartered in Leola, Pennsylvania. The firm was founded in 1991 by Joseph Besecker and Scott Rehr. They are a wholly-owned subsidiary of Emerald Asset Management PA LLC, ultimately held by 1251 Capital Group, Inc. Emerald provides discretionary advisory services to institutional, governmental, trusts, estates, charitable and high net worth individuals. | Chief Executive Officer | 1992-09-30 |
Emerald Mutual Fund Advisers Trust
 Emerald Mutual Fund Advisers Trust Investment ManagersFinance Emerald Mutual Fund Advisers Trust (EMFAT) is a registered investment advisor headquartered in Leola, Pennsylvania. The firm was founded in 2005 and is a wholly-owned subsidiary of Emerald Advisers LLC, ultimately held by 1251 Capital Group, Inc. EMFAT provides advisory services to registered investment companies. | President | - |
Former positions of Kenneth George Mertz
| Companies | Position | End |
|---|---|---|
Pennsylvania State Employees' Retirement System
 Pennsylvania State Employees' Retirement System Investment ManagersFinance The State of Pennsylvania Employees' Retirement System (SERS) is a government-owned pension fund management firm headquartered in Harrisburg, Pennsylvania. The firm was founded in 1923 by the Pennsylvania State Employees' Retirement Code. SERS manages retirement plans for public sector employees. | Chief Investment Officer | 1991-12-30 |
| Evangelical Lutheran Church in America | Corporate Officer/Principal | - |
Portico Benefit Services
 Portico Benefit Services Investment ManagersFinance Portico Benefit Services is a pension fund management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1988 and was formerly known as Evangelical Lutheran Church in America Board of Pensions. Portico Benefit Services is a subsidiary of the Evangelical Lutheran Church in America (ELCA), a non-profit provider of health and retirement benefits with related services solely designed to help plan members of the ELCA and other faith-based organizations. The firm manages and operates the pension and other benefits plans for the church with the design and policy adopted by the Church wide Assembly. | Director/Board Member | 2007-07-30 |
Training of Kenneth George Mertz
| Millersville University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Portico Benefit Services
Portico Benefit Services Investment ManagersFinance Portico Benefit Services is a pension fund management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1988 and was formerly known as Evangelical Lutheran Church in America Board of Pensions. Portico Benefit Services is a subsidiary of the Evangelical Lutheran Church in America (ELCA), a non-profit provider of health and retirement benefits with related services solely designed to help plan members of the ELCA and other faith-based organizations. The firm manages and operates the pension and other benefits plans for the church with the design and policy adopted by the Church wide Assembly. | Finance |
Pennsylvania State Employees' Retirement System
Pennsylvania State Employees' Retirement System Investment ManagersFinance The State of Pennsylvania Employees' Retirement System (SERS) is a government-owned pension fund management firm headquartered in Harrisburg, Pennsylvania. The firm was founded in 1923 by the Pennsylvania State Employees' Retirement Code. SERS manages retirement plans for public sector employees. | Finance |
Emerald Advisers LLC
Emerald Advisers LLC Investment ManagersFinance Emerald Advisers, Inc. (Emerald) is a SEC-registered investment advisor headquartered in Leola, Pennsylvania. The firm was founded in 1991 by Joseph Besecker and Scott Rehr. They are a wholly-owned subsidiary of Emerald Asset Management PA LLC, ultimately held by 1251 Capital Group, Inc. Emerald provides discretionary advisory services to institutional, governmental, trusts, estates, charitable and high net worth individuals. | Finance |
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Investment ManagersFinance Emerald Mutual Fund Advisers Trust (EMFAT) is a registered investment advisor headquartered in Leola, Pennsylvania. The firm was founded in 2005 and is a wholly-owned subsidiary of Emerald Advisers LLC, ultimately held by 1251 Capital Group, Inc. EMFAT provides advisory services to registered investment companies. | Finance |
| Evangelical Lutheran Church in America |
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