Principals & Leadership

Justin has over 22 years of experience in the investment management industry, with a deep knowledge of investment operations, trading and served as CCO to a Seattle-based registered investment [...]

As Chief Operating Officer and Business Development Officer, Joe is responsible for managing operations, growing the firm through the maintenance and development of business relationships, [...]

As Chief of Staff, Jaime ensures internal resources are aligned to execute on initiatives and deliver on the firm’s mission. She is passionate about building a team of happy and engaged experts [...]

Shan 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 [...]

As Chief Marketing Technology Officer, Simon manages the technology and marketing needs for Empirical. He works to maintain and develop efficiencies with the tools our advisory team uses and [...]

As Chief Investment Officer, Erik oversees portfolio research, investment strategy execution, and the Portfolio Management team. He works directly with clients to develop and maintain their [...]

As Director of Tax and Wealth Transfer, Jim applies his tax and legal expertise to guide the firm’s tax planning and wealth transfer strategies. He provides proactive tax planning solutions to [...]

As a partner with Empirical Wealth Management, Ethan works to develop, implement and monitor sound financial strategies designed to grow and protect the wealth of individuals, families and [...]

As the President and Chief Wealth Strategist, Michael is responsible for overseeing the execution of the firm’s long-term vision and strategy. He leads the investment committee and oversees [...]

As a partner with Empirical, Lorne manages portfolios and shares his tax consulting experience for strategic tax planning for Empirical clients. Lorne has a combined 20 years of experience [...]

Ken is the Chief Executive Officer of Empirical Wealth Management. He guides the firm’s long-term strategy and is a senior financial advisor.  Ken is passionate about educating individuals on how [...]