![Michael Kelly](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Michael P.
Kelly, CFA, is a President & Chief Wealth Strategist at Empirical Financial Services LLC.
He is responsible for overseeing the execution of the firm's long-term vision and strategy.
He leads the investment committee and oversees the creation and design of Empirical's investment strategies.
He works directly with institutions and individual clients to design custom solutions to achieve their financial goals.
He previously served as the firm's Chief Investment Officer.
Before joining the firm, Mr. Kelly worked as an Institutional Portfolio Specialist serving governments, corporations, non-profits, and other organizations around the world.
In this role he reviewed and counseled on investment policy statement design, communicated portfolio strategy details, and led the team’s client servicing efforts.
He was a Senior Equity Research Analyst and part of a team that managed over $100 billion of assets across 20 active equity strategies.
He covered the Health Care, Financials, Consumer Staples, Utilities, Communication Services, and the Real Estate sectors.
He received his undergraduate degree from Illinois State University and a graduate degree from Saint Xavier University.
Postes actifs de Michael Kelly
| Sociétés | Poste | Début |
|---|---|---|
Empirical Financial Services LLC
 Empirical Financial Services LLC Investment ManagersFinance EWM’s investment philosophy is based on Modern Portfolio Theory (MPT). The firm typically incorporates 12 to 21 distinct asset classes when building portfolios. They seek to select investments that offer good asset class diversification at a low price. EWM determine the amount to allocate to each asset class based on each asset class’ risk characteristics and the investment goal of the model portfolio. They select mutual funds and ETFs based on their diversification characteristics, internal expenses and tax efficiency. The firm often selects institutional funds and investments that fall in the lowest quartile of expenses for their category. | President | 01/01/2022 |
Formation de Michael Kelly
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Illinois State University
 Illinois State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Saint Xavier University
 Saint Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Empirical Financial Services LLC
Empirical Financial Services LLC Investment ManagersFinance EWM’s investment philosophy is based on Modern Portfolio Theory (MPT). The firm typically incorporates 12 to 21 distinct asset classes when building portfolios. They seek to select investments that offer good asset class diversification at a low price. EWM determine the amount to allocate to each asset class based on each asset class’ risk characteristics and the investment goal of the model portfolio. They select mutual funds and ETFs based on their diversification characteristics, internal expenses and tax efficiency. The firm often selects institutional funds and investments that fall in the lowest quartile of expenses for their category. | Finance |
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