![Lorne Enquist](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>)
Lorne Enquist
Direttore Finanziario/CFO presso
Empirical Financial Services LLC
Profilo
Mr. Lorne D.
Enquist, CPA, is a Chief Financial Officer & Principal at Empirical Financial Services LLC.
He manages portfolios and shares his tax consulting experience for strategic tax planning for Empirical clients.
He has a combined of over 20 years of experience advising his clients on their tax and financial affairs.
He is a member of the financial planning committee which develops innovative planning solutions for clients.
He works with clients to prepare customized financial plans based on their unique needs, resources and goals.
He helps them implement the plan with practical strategies, in order to navigate the complexities of their financial lives, building on strengths and addressing weaknesses.
He provides ongoing monitoring and revising to meet their goals as well as their lifestyle.
He received his undergraduate degree from Foster School of Business and a graduate degree from the University of Washington.
Posizioni attive di Lorne Enquist
| Società | Posizione | Inizio |
|---|---|---|
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. | Direttore Finanziario/CFO | 01/05/2011 |
Formazione di Lorne Enquist
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
86
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
University of Washington
 University of Washington 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 |
Foster School of Business
 Foster School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
