Michael Patrick Kelly
President bij Empirical Financial Services LLC
Actieve functies van Michael Patrick Kelly
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Lid van de Investeringscommissie | 01-05-2015 | - |
| Portefeuillebeheerder-Aandelen | 01-05-2015 | - | |
| President | 01-01-2022 | - | |
| Marktstrateeg | 01-01-2022 | - | |
| Chief Investment Officer | 01-05-2015 | 01-01-2022 | |
| Hoofd van Private Banking | 01-05-2015 | 01-01-2022 |
Loopbaan van Michael Patrick Kelly
Opleiding van Michael Patrick Kelly
| Illinois State University | Undergraduate Degree |
| Saint Xavier University | Graduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Chief Investment Officer | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectoraal
| Consumer Services | 3 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
