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Michael Patrick Kelly
President bij Empirical Financial Services LLC
Oorsprong van het eerstegraads netwerk van Michael Patrick Kelly
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
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.
12
| Private Company | Investment Managers | 12 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Michael Patrick Kelly via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Portfolio Manager-Fixed Income | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Seattle University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The College for Financial Planning, Inc. | College/University | Graduate Degree Graduate Degree | |
Washington State University | College/University | Undergraduate Degree | |
University of Arizona | College/University | Undergraduate Degree | |
Portland State University | College/University | Undergraduate Degree | |
University of San Francisco | College/University | Undergraduate Degree | |
University of Oregon | College/University | Graduate Degree | |
Arizona State University | College/University | Masters Business Admin | |
University of Colorado Boulder | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 14 |
Verenigd Koninkrijk | 2 |
Sectoraal
Consumer Services | 11 |
Finance | 5 |
Commercial Services | 2 |
Operationeel
Portfolio Manager-Equities | 14 |
Undergraduate Degree | 12 |
Graduate Degree | 6 |
Founder | 4 |
Corporate Officer/Principal | 3 |
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