![Michael Patrick Kelly](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Michael Patrick Kelly
Präsident bei Empirical Financial Services LLC
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 Empirical's Chief Investment Officer.
Prior to Empirical, he 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.
Aktive Positionen von Michael Patrick Kelly
Unternehmen | Position | Beginn |
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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. | Präsident | 01.01.2022 |
Ausbildung von Michael Patrick Kelly
Illinois State University | Undergraduate Degree |
Saint Xavier University | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 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 |