Erik James Lehr
Directeur van Onderzoek - Eigen Vermogen bij Empirical Financial Services LLC
Profiel
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.
Actieve functies van Erik James Lehr
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Directeur van Onderzoek - Eigen Vermogen | 01-02-2012 |
Opleiding van Erik James Lehr
| University of Oregon | Graduate Degree |
| University of Washington | Graduate Degree |
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| Bedrijven in privébezit | 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 |
