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Career history of Jack Donald Monteith
Former positions of Jack Donald Monteith
Companies | Position | Start | End |
---|---|---|---|
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. | Founder | 31/01/2011 | 30/11/2016 |
Portfolio Manager-Equities | 31/01/2011 | 30/11/2016 | |
President | 31/01/2011 | 30/11/2016 | |
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 | Chief Investment Officer | 31/12/2005 | 30/09/2010 |
Founder | 04/11/2009 | 30/09/2010 | |
Portfolio Manager-Equities | 31/12/2005 | 30/09/2010 | |
President | 31/12/2005 | 30/09/2010 | |
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. | Portfolio Manager-Equities | - | 30/12/2005 |
Training of Jack Donald Monteith
Portland State University | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 3 |
Founder | 2 |
President | 2 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
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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