Michael Kelly CEPA®, CFP®, CFA®, EA, MS President & Chief Wealth Strategist | Principal As 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 directs the creation and design of Empirical’s investment strategies. Michael works directly with institutions and individual clients to develop customized solutions that help them achieve their financial goals. He previously served as Empirical’s Chief Investment Officer. Before joining Empirical, Michael worked as an Institutional Portfolio Specialist, serving governments, corporations, non-profits, and other organizations worldwide. In this role, he advised on investment policy statement design, communicated portfolio strategy details, and led the team’s client service efforts. He also worked as a Senior Equity Research Analyst, where he was part of a team managing over $100 billion in assets across 20 active equity strategies. His sector coverage included Health Care, Financials, Consumer Staples, Utilities, Communication Services, and Real Estate. Additionally, he co-authored a book discussing the intricacies of investing in Health Care equities. Contact
Professional Designation Chartered Financial Analyst CFP® CERTIFIED FINANCIAL PLANNER™ professional EA IRS Enrolled Agent
Education Saint Xavier University – Master’s in Finance Illinois State University – Bachelor’s in Finance and Marketing