Michael Patrick Kelly
President chez Empirical Financial Services LLC
Profil
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.
Postes actifs de Michael Patrick Kelly
Sociétés | Poste | Début |
---|---|---|
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. | President | 01/01/2022 |
Formation de Michael Patrick Kelly
Illinois State University | Undergraduate Degree |
Saint Xavier University | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 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 |