Michael Patrick Kelly

Michael Patrick Kelly

Presidente en Empirical Financial Services LLC .

Consumer Services
Finance

Perfil

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.

Cargos activos de Michael Patrick Kelly

EmpresasCargoInicio
Presidente 01/01/2022
Todos los cargos activos de Michael Patrick Kelly

Formación de Michael Patrick Kelly.

Illinois State University Undergraduate Degree
Saint Xavier University Graduate Degree

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Michael Patrick Kelly.

Relaciones

12

Relaciones de 1er grado

3

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas1

Finance

Ver las conexiones de la empresa
  1. Bolsa de valores
  2. Insiders
  3. Michael Patrick Kelly