Michael Patrick Kelly
Presidente presso Empirical Financial Services LLC
Posizioni attive di Michael Patrick Kelly
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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. | Membro del Comitato di Investimento | 01/05/2015 | - |
| Gestore di Portafoglio-Azioni | 01/05/2015 | - | |
| Presidente | 01/01/2022 | - | |
| Stratega di mercato | 01/01/2022 | - | |
| Direttore degli Investimenti | 01/05/2015 | 01/01/2022 | |
| Responsabile della banca privata | 01/05/2015 | 01/01/2022 |
Storia della carriera di Michael Patrick Kelly
Formazione di Michael Patrick Kelly
| Illinois State University | Undergraduate Degree |
| Saint Xavier University | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Chief Investment Officer | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Settori
| Consumer Services | 3 |
| Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
