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Perfil
Mr. Jack D.
Monteith, CPA, is Director of HNW Services & Principal at Empirical Financial Services LLC.
He is also a President and co-founder of of the firm.
Prior to co-founding Empirical Financial Services in October 2010, Mr. Monteith was a President & Managing Partner at Empirical Wealth Management LLC, an affiliate firm.
He also worked at Chinook Capital Management LLC and at Directional Financial Services LLC.
Mr. Monteith received his Bachelor's degree from Portland State University - School of Business.
He is also a Certified Financial Planner.
Antiguos cargos conocidos de Jack Donald Monteith.
Empresas | Cargo | Fin |
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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. | Fundador | 01/12/2016 |
Empirical Wealth Management LLC
![]() Empirical Wealth Management LLC Investment ManagersFinance Founded in 2006 by Jack Monteith, Ken Smith and Melissa McDermott, Empirical Wealth Management LLC is a registered investment advisor firm located in Seattle, Washington with offices in Eugene, Oregon and Portland Oregon | Fundador | 01/10/2010 |
Chinook Capital Management LLC
![]() Chinook Capital Management LLC Investment ManagersFinance Founded in 1997, Chinook Capital Management LLC is a registered investment advisor located in Lake Oswego, Oregon. The firm provides investment services to individuals, institutions and non-profit organizations. | Gestor de Cartera-Acciones | 31/12/2005 |
Formación de Jack Donald Monteith.
Portland State University | Undergraduate Degree |
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Empresas privadas | 3 |
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Chinook Capital Management LLC
![]() Chinook Capital Management LLC Investment ManagersFinance Founded in 1997, Chinook Capital Management LLC is a registered investment advisor located in Lake Oswego, Oregon. The firm provides investment services to individuals, institutions and non-profit organizations. | Finance |
Empirical Wealth Management LLC
![]() Empirical Wealth Management LLC Investment ManagersFinance Founded in 2006 by Jack Monteith, Ken Smith and Melissa McDermott, Empirical Wealth Management LLC is a registered investment advisor firm located in Seattle, Washington with offices in Eugene, Oregon and Portland Oregon | Finance |
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 |
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