Michael Patrick Kelly

Michael Patrick 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 Empirical's Chief Investment Officer.
Prior to Empirical, he 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 Patrick Kelly

BedrijvenFunctieBegin
President 01-01-2022
Alle actieve functies van Michael Patrick Kelly

Opleiding van Michael Patrick Kelly

Illinois State University Undergraduate Degree
Saint Xavier University Graduate Degree

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Ervaring van Michael Patrick Kelly in detail bekijken

Connecties

12

Eerstegraads connecties

3

Bedrijven verbonden in de eerste graad

Man

Vrouw

Besturend

Uitvoerend

Persoonlijk netwerk weergeven

Verwante bedrijven

Bedrijven in privébezit1

Finance

Zie bedrijfsconnecties
  1. Beurs
  2. Insiders
  3. Michael Patrick Kelly