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Brianna Emerick

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Brianna Emerick

Director of Operations

Brianna is the heart of Valenta Capital Management, dedicated to ensuring every client has an exceptional experience. She works closely with the entire team to provide seamless support and personalized attention. Brianna also plays a key role in organizing client events, bringing her creativity and enthusiasm to every gathering.

Outside the office, Brianna loves exploring the Colorado mountains with her dogs, traveling to new places, and exploring her passion for food by discovering new restaurants and bars. (She’s always happy to share her recommendations!)

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.