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Michael Patrick Kelly
President chez Empirical Financial Services LLC
Postes actifs de Michael Patrick Kelly
Sociétés | Poste | Début | Fin |
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Empirical Financial Services LLC
![]() Empirical Financial Services LLC Investment ManagersFinance Empirical Financial Services LLC, do-business-as Empirical Wealth Management (EWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kenneth Smith in 2009 and is a spin-off from Empirical Wealth Management LLC, an Oregon LLC founded by Mr. Smith in 2006. In December 2012, the firm purchased Empirical Wealth Management LLC from the remaining original members, re-merging the two companies as a Washington limited liability company. EWM provides investment advisory services to individuals, high net-worth individuals, pensions and profit sharing plans, charitable organizations, corporations or business entities, trusts, and estates. They also sponsor and provide portfolio management services for a wrap fee program. | Membre du Comité d'Investissement | 01/05/2015 | - |
Gestionnaire de Portefeuille-Actions | 01/05/2015 | - | |
President | 01/01/2022 | - | |
Stratège de marché | 01/01/2022 | - | |
Directeur en chef des Investissements | 01/05/2015 | 01/01/2022 | |
Responsable de la banque privée | 01/05/2015 | 01/01/2022 |
Historique de carrière de Michael Patrick Kelly
Formation de Michael Patrick Kelly
Illinois State University | Undergraduate Degree |
Saint Xavier University | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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Empirical Financial Services LLC
![]() Empirical Financial Services LLC Investment ManagersFinance Empirical Financial Services LLC, do-business-as Empirical Wealth Management (EWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kenneth Smith in 2009 and is a spin-off from Empirical Wealth Management LLC, an Oregon LLC founded by Mr. Smith in 2006. In December 2012, the firm purchased Empirical Wealth Management LLC from the remaining original members, re-merging the two companies as a Washington limited liability company. EWM provides investment advisory services to individuals, high net-worth individuals, pensions and profit sharing plans, charitable organizations, corporations or business entities, trusts, and estates. They also sponsor and provide portfolio management services for a wrap fee program. | Finance |
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