Michael Patrick Kelly
Presidente en Empirical Financial Services LLC .
Cargos activos de Michael Patrick Kelly
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
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. | Miembro del Comité de Inversión | 01/05/2015 | - |
| Gestor de Cartera-Acciones | 01/05/2015 | - | |
| Presidente | 01/01/2022 | - | |
| Estratega de mercado | 01/01/2022 | - | |
| Director de Inversiones | 01/05/2015 | 01/01/2022 | |
| Jefe de Banca Privada | 01/05/2015 | 01/01/2022 |
Historial de carrera de Michael Patrick Kelly
Formación de Michael Patrick Kelly.
| Illinois State University | Undergraduate Degree |
| Saint Xavier University | Graduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Chief Investment Officer | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectorial
| Consumer Services | 3 |
| Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 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 |
