Michael Patrick Kelly
President at Empirical Financial Services LLC
Michael Patrick Kelly active positions
| 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. | Investment Committee Member | 30/04/2015 | - |
| Portfolio Manager-Equities | 30/04/2015 | - | |
| President | 31/12/2021 | - | |
| Market Strategist | 31/12/2021 | - | |
| Chief Investment Officer | 30/04/2015 | 31/12/2021 | |
| Head of Private Banking | 30/04/2015 | 31/12/2021 |
Career history of Michael Patrick Kelly
Training of Michael Patrick Kelly
| Illinois State University | Undergraduate Degree |
| Saint Xavier University | Graduate Degree |
Statistics
International
| United States | 4 |
Operational
| Chief Investment Officer | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
