Michael Kelly

Michael Kelly

President bij
Empirical Financial Services LLC
Consumer Services
Finance

Profiel

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 the firm's Chief Investment Officer.
Before joining the firm, Mr. Kelly 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.

Actieve functies van Michael Kelly

BedrijvenFunctieBegin
President 01-01-2022

Opleiding van Michael Kelly

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Connecties

12

Eerstegraads connecties

3

Bedrijven verbonden in de eerste graad

Man

Vrouw

Besturend

Uitvoerend

Verwante bedrijven

Bedrijven in privébezit3

Consumer Services

Consumer Services

Finance

  1. Beurs
  2. Insiders
  3. Michael Kelly