Our Firm

About Us

Emery Partners is a registered investment adviser (RIA) with the SEC based in Boston, MA. With deep domain knowledge spanning public and private markets, Emery Partners principals bring decades of combined hands-on experience in manager selection, asset allocation, structuring, and alternative investment research. Drawing on backgrounds in institutional portfolio management, we combine analytical discipline with the agility to navigate evolving market dynamics. At Emery Partners, our investment philosophy is rooted in constant improvement—designed to deliver desired outcomes for our clients.

Our Thesis

At Emery Partners, our thesis centers around the efficient market hypothesis - that as capital floods into asset classes, alpha is eroded. We believe that certain overlooked asset classes in less-trafficked corners of the market not only offer a diverse set of risks, but also outsized return potential—enhancing traditional portfolios.

As correlations among traditional asset classes rise, reliable diversification requires a private markets strategy. Institutional investors and RIAs are becoming increasingly tasked with building resilient portfolios, yet face significant barriers in accessing, implementing, and managing differentiated investment programs for their clients.

Our hands-on, thesis-driven approach enables us to construct portfolios with enhanced risk-return dynamics—without chasing complexity for its own sake.

Our Team

Richard Blair, CFA, CAIA

Rich Blair is Managing Partner and CEO of Emery Partners LLC. With over 10 years of experience in investment research and management, Rich is responsible for overseeing all aspects of the firm’s investment process, including, but not limited to, origination, due diligence, underwriting, execution, and portfolio monitoring. Rich serves as the Portfolio Manager of Emery Partners Income Credit Strategies (EPICS). Rich also serves as Senior Vice President of Research for Shepherd Kaplan Krochuk, LLC, with primary responsibility for developing investment strategy, manager selection, and alternative investment research. Prior to these roles, Rich served on the research team for the Amherst College Investment Office. Rich is a graduate of the University of Delaware and is a CFA and CAIA charter holder.

John Bosco, CFA, CAIA

John Bosco is Partner and COO of Emery Partners LLC. With over 10 years of investment experience, John supports all aspects of the Firm’s investment due diligence and operational processes. John serves as Treasurer/CFO of EPICS. John also serves as Vice President of Research for Shepherd Kaplan Krochuk, LLC, with responsibility of alternative investment manager selection, investment strategy, and private markets research. Prior to these roles, John was responsible for portfolio management and manager research for Lake Street Advisors. John is a graduate of Union College and is a CFA and CAIA charter holder.