The Emerge Team

The Emerge Team compromises a select group of highly trained, deeply motivated and experienced professionals who are committed to providing excellence in service and performance to our valued clients at every level, from Elite Emerging Managers to High Net Worth Investors. We combine ongoing education and cutting edge technology with disciplined investment processes, an impeccable regulatory record and unstoppable drive to bring you the Emerge Advantage.
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Lisa Lake Langley

President, CEO, Founder

BBA Finance, Loyola University, Maryland
MBA, Kellogg/ Northwestern, Illinois and
Schulich School of Business, Toronto

Lisa Langley is the President, CEO & Founder of Emerge. Lisa founded Emerge in January 2016 to provide distribution and marketing support for emerging asset managers. She has over 30 years of investment management industry experience. Prior to founding Emerge, Lisa has worked globally in the financial industry, she worked for over 20 years in Toronto where she was the President & COO of First Asset Advisory Services in Toronto, Canada where she raised over a billion dollars in assets and successfully sold the firm. She then went on to the Investment Industry Regulatory Organization of Canada (IIROC) where she was the Vice President of Member Services and following this made her way to Scotland where she was the Managing Director of Global Product Development for Alliance Trust. Lisa landed in Buffalo, NY as the Partner and CCO of Sandhill Investment Management, before founding Emerge. Having served in multiple executive roles in the product development and distribution sectors in the US, Canada, and UK, Lisa found it was time to take her expertise and start Emerge.  Lisa graduated from Loyola University Maryland with a BA in Finance and later received her MBA from the Kellogg Schulich School of Business Executive MBA Program. Lisa is originally from Baltimore, Maryland now resides in Williamsville, NY and is an active member in her local church community.

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Jane Shumaker

Director, Compliance & Risk

Director, Compliance & Risk
ASS Business Management
Erie Community College

Jane Shumaker joined Emerge as our Director, Compliance & Risk following a prestigious 38 year career with Morgan Stanley.   In her tenure there she served the following roles.  Manager of Operations and Compliance, Risk Manager, Area Manager (Syracuse to Buffalo) and then Senior Vice President Complex Risk Manager (10 offices). Additionally, she served on numerous councils nationally for the firm in her tenure, working closely with Senior Compliance and Legal teams.  She held the position of “expert witness” on behalf of the firm in litigation actions.  At the time of retiring from Morgan Stanley in 2018, Jane had achieved the following Licensing exams: Series 7, 8, 9/10, 63, 65, Series 3 and 31 Commodities. Jane has her AAS Business Management degree from Erie Community College Buffalo NY.

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Nick Cannon

Director, Central Region

Investment Management Services
B.S. Human Development, University of Connecticut  
MBA Finance, Youngstown State University 

Nick Cannon joined Emerge in December of 2019 as the Director of Investment Management for the Midwest US Region.  Nick has over 20 years of experience in product and strategy distribution. During the most previous ten years, Nick was in the telecommunications industry where he was responsible for domestic and international strategic partnerships.  Prior to joining Emerge Nick served his clients as a financial advisor with American Portfolios Financial Services. Nick earned his Bachelor of Science degree in Human Development from the University of Connecticut and his MBA in Finance from Youngstown State University in Ohio.  Nick is originally from New Castle, PA but resides in the Youngstown, Ohio area with his wife and two daughters.

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Theron K. Picketts

Director, Mid-Western Region

Investment Management Services
MBA Loyola University Chicago

Theron Picketts joined Emerge Capital Management in June 2020 as a thirty-year institutional financial services’ veteran, with experience in sales-trading; marketing; and business development. His career began on the CBOE, afterwards he continued to institutional sales- trading desks: Bear Stearns and Melvin Securities. Later, he transitioned into crucial Marketing and Business Development roles with Cabrera Capital Markets, Topeka Capital Markets, and Denali Advisors. A native Chicagoan, he is a long standing member of the Securities Traders’ Association of Chicago (STAC) and The National Association of Securities Professionals (NASP). He earned his Bachelor’s degree from Drake University, and his MBA from Loyola University Chicago.

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Marcia Mohler

Director, Western Region

Investment Management Services
BSBA University of Phoenix

Marcia Mohler joined Emerge Capital Management in
August of 2020 as the Director of Investment Management for the Western territory. Marcia has over 20 years of  financial services experience with a focus on wholesale distribution of SMA’s, Mutual Funds, Alternative Investments and Annuities. With Marcia’s broad experience she has established key relationships and has deep product knowledge. Prior to joining Emerge, Marcia served as a  Sales Director for such firms as TCW, Tocqueville, Evergreen, and Alliance Bernstein. Marcia studied at the University of Southern California and earned her BSBA at the University of Phoenix. Marcia resides in Newport Beach with her family.

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Robert Brady

Director, Institutional Sales

Investment Management Services
San Francisco State University

Robert Brady joined Emerge Capital Management in  August 2020. Robert is an institutional sales veteran with over 20 years of experience. He began as a VP of  Marketing with Yaeger Capital in LA supporting public funds nationwide. Then Bob went to Europe to work for  American Express Asset Management in London focused on global pension plans. Sasko Capital provided Bob’s next challenge for 10 years in the role of Senior VP, where he handled Taft Hartley and consultant relationships.  More recently Bob spent 5 years focused on public funds for Ancora Investments. Bob proudly is also a 12- year veteran of the San Francisco Police Dept. Bob attended  San Francisco State University. Currently, Bob resides in Nevada with his family.

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Raymond McCarthy

Director, Southern Region

Investment Management Services
MBA Rider University

Ray McCarthy joined Emerge Capital Management as the Director, Investment Management Services for the Southern Region. Ray has over 30 years of experience in the investment management industry. Most recently Raymond was the Director, RIA Distribution at Prudential Financial. Prior to his time at Prudential Financial, Ray spent 17 years at Nationwide Financial as Vice President, focused on building partnerships with bank, wire house, and independent broker/dealers. Ray earned his MBA from Rider University and Bachelors of Science from The College of New Jersey. He resides in Ponte Vedra Beach, FL with his wife Emily and their six children.

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Marc-Arthur L. Barthelemy

Operations Analyst

Marc- Arthur L. Barthelemy
Operations Analyst
M.A. Applied Economics
Buffalo State College
Marc Barthelemy joined Emerge in July 2020 as an Operations Analyst. Marc began his career in retail banking at People’s United Bank. Following People’s United Bank, he joined HSBC Bank as a Fraud Prevention Analyst. From there, he moved internally and worked as a Global Trade and Receivable Finance Analyst before joining Emerge.  Marc earned a Bachelor of Science in Economics from Nyack College, and a Master of Arts in Applied Economics from Buffalo State College.  Marc is a member of  Omicron Delta Epsilon and the Young Scholars Initiative (YSI). Marc is originally from Haiti and now resides in Buffalo, New York.
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Allison E. Langley

Marketing Manager

B.S. Biology,
Loyola University Maryland
Baltimore, Maryland

Allison Langley is a recent graduate of Loyola University Maryland. There, she achieved a Bachelor of Science degree in Biology. During her time at Loyola Allison was a presidential scholar, the head music director of WLOY Loyola radio, and a member of the rowing team. She has volunteered and interned at Erie County Medical Center in Buffalo, New York where she was able to shadow surgery and work on the oncology database. Allison has been working at Emerge since inception during the summer’s; supporting advisors, attending conferences and contributing to the founding of the firm. She has now joined full-time as the Marketing Coordinator.

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Mackenzie Wood

Advisory Services Coordinator

B.S. Economics 

Buffalo State College

Mackenzie Wood is the Advisory Services Coordinator at Emerge. Mackenzie joined the Emerge team in June 2019. Prior to joining Emerge Mackenzie graduated Magna Cum Laude from Buffalo State College where he achieved a Bachelor of Science degree in Economics with a concentration in Finance. As an international student from Ontario, Canada, he played four years for the Buffalo State Men’s Ice Hockey team. Mackenzie was honored as the 2019 Male Scholar-Athlete of the year and was also nominated to The State University of New York Athletic Conference Men’s Ice Hockey All-Conference Team in 2019. Mackenzie now lives in Buffalo, NY and often visits family in Simcoe, Ontario.

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Duy Phan

Marketing Specialist

B.A. Communication
University of Buffalo,
Buffalo, NY

Duy Phan joined Emerge in December 2019 as a Marketing Associate. Prior to joining Emerge, Duy graduated from the University at Buffalo where he achieved a Bachelor of Arts degree in Communication. While attending UB has a full-student, Duy worked as a Student Coordinator for the UB Libraries and as a Marketing Assistant for APA Solutions. Originally from Vietnam, Duy now lives in Buffalo NY. In his off time, Duy works as a freelance photographer working with brands like SheCAN! , Delaware North, Woman UP Conferences, and APA Solutions. As a Yelp Elite since 2017, Duy showcases local restaurants and reviews them on Yelp.

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Cali Sullivan

Marketing Associate

B.A. Communications
SUNY Fredonia

Cali Sullivan joined Emerge in October 2020 as a recent graduate of the State University of New York at Fredonia. While attending Fredonia, Cali was Vice President of her sorority, participated in multiple community service projects, and studied abroad in Italy. Cali enjoys painting, reading and traveling in her free time. She also enjoys cheering on the Buffalo Sabres and the Buffalo Bills!

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Linh Vu

Marketing Associate

B.S. Business Administration
University At Buffalo

Linh Vu joined Emerge in November 2020 as a Marketing Associate. Linh graduated Magna Cum Laude from the University at Buffalo earning a B.S. in Business Administration and a minor in Fine Arts. Grew up in Hanoi, Vietnam, and has spent seven years in the U.S. Linh has acquired a diverse perspective and she welcomes any challenges, strives for excellence, and values originality. Linh resides in Buffalo and enjoys doing film photography, hiking, and traveling in her free time. 

Milo Langley

Security Dog

Milo brings nearly 7 years of experience as an outstanding guard dog and has come to be an important member of the Langley family. He was born and raised in Hilton Head, South Carolina but has come to love the snowy days of Buffalo, NY. On his days off, Milo enjoys going for long car rides to Dunkin Donuts and chasing the geese out of his backyard.