Employees

Luke has 21 years of wealth management experience working with high-net worth clients and institutions.   Prior to Empirical, he worked for a large institutional money management firm where he [...]

Jack是金融投资管理经理，有超过15年的资产投资经验，在美国和亚洲很多国家都有不凡的建树。他的职业生涯始于纽约市的交易员和投资组合经理。Jack直接与高净值资产个人客户和机构客户合作，设计个性化的，基于目标的投资解决方案，以实现他们的财务目标。Jack 是Empirical的投资战略团队的成员， 他的任务除了日常的交易以外，也同时负责投资市场发展的动向监控和合作伙伴的研究。 在加入 [...]

Will provides support to the growing San Mateo office by helping maintain a positive work environment and ensuring the needs of all employees and guests are met. Will comes to Empirical with a [...]

As a Portfolio Manager with +15 years of multi-asset investing experience in the US and Asia, Jack works directly with (U)HNW and Institutional clients to design customized, goal-based investment [...]

As an Associate Financial Advisor with Empirical Wealth Management, Michael works closely with Financial Advisors and other members of the firm to provide clients with high quality investment [...]

As a financial advisor with over 15 years of experience, Charles has a sincere passion for helping clients navigate the complexity of their financial lives. Embracing a thoughtful, comprehensive, [...]

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 implement 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 [...]

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, [...]