Erik James Lehr

Direttore della Ricerca - Azioni presso Empirical Financial Services LLC

40 anni

Consumer Services

Finance

Profilo

Mr. Erik J.
Lehr is a Chief Investment Officer at Empirical Financial Services LLC.
He oversees portfolio research, investment strategy execution, and the Portfolio Management team.
He works directly with clients to develop and maintain their investment portfolios.
He received his undergraduate degree from the University of Oregon, a graduate degree from the University of Washington and a graduate degree from the University of Oregon.

Posizioni attive di Erik James Lehr

Società	Posizione	Inizio
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.	Direttore della Ricerca - Azioni	01/02/2012

Tutte le posizioni attive di Erik James Lehr

Formazione di Erik James Lehr

University of Oregon	Graduate Degree
University of Washington	Graduate Degree

Esperienze
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Inattive

Società quotate in Borsa

Aziende private

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Relazioni

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Società collegate

Aziende private	1
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