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As a Senior Fixed Income Strategist, Pete works with Portfolio Managers to build and manage customized fixed income portfolio solutions in accordance with clients’ financial goals and risk [...]

As a Financial Advisor, Erich takes a hands-on approach to implementing clients’ financial goals and strategies with great thoughtfulness. With over 20 years of experience working with [...]

As an Associate Financial Advisor, Jay works closely with Financial Advisors to assist clients in the development and implementation of financial plans. Prior to Empirical, Jay had seven years of [...]

Phone: (925) 494-3582 Fax: (925) 393-7988

Hannah supports Empirical with maintaining clients’ accounts and works with the Operations team to facilitate client onboarding, documentation throughout the client journey, and various [...]

As a financial advisor, Scott enjoys being an integral part of a client’s financial journey. Prior to joining Empirical, he spent 18 years working with individual investors, 401k Plan Sponsors, [...]

As Portland’s Office Manager, Camille works behind the scenes to ensure an exceptional experience for clients and employees. She comes to Empirical with a versatile background in hospitality, [...]

As a Portfolio Manager, Chris applies his extensive wealth management experience to take a holistic approach in building customized, goal-based portfolios for clients and create investment [...]

作为Empirical的税务经理，群专注于协助高净值个人、家庭及其企业进行税务合规、规划和战略制定。 她有良好的与客户建立相互信任关系的能力；在税务准备、规划和合规方面有较深刻的造诣；致力于帮助客户实施税务策略，取得客户的信任。

As a tax manager at Empirical, Jared provides tax planning and compliance for high-net-worth individuals, multi-generational family groups, trusts, their businesses, and real estate including IRC [...]

As a tax manager at Empirical, Qun focuses on assisting high net worth individuals, families, and their businesses with tax compliance, planning, and strategy. She truly enjoys cultivating [...]

As a tax manager at Empirical, Kerstin applies her tax and auditing expertise to assist clients with their tax planning and compliance needs. She focuses on building client relationships and [...]