Shan Zubair
Gestionnaire de Portefeuille-Actions chez Empirical Financial Services LLC
Profil
Mr. Shan Zubair is a Financial Advisor & Principal at Empirical Financial Services LLC.
He has been with Empirical Wealth Management since 2007 and has extensive knowledge in the implementation of the firm’s investment management, tax minimization and financial planning strategies.
He graduated with a Bachelor of Arts in Finance and a Master of Science in Finance from the Albers School of Business at Seattle University.
Postes actifs de Shan Zubair
| 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. | Gestionnaire de Portefeuille-Actions | 01/10/2010 |
Formation de Shan Zubair
| Seattle University | Undergraduate Degree |
Expériences
Fonctions occupées
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 |
