Employees

As a financial advisor, Jason strongly believes in having a commitment to his clients. Prior to joining Empirical, he worked in roles specializing in investments, trusts and estate planning for [...]

Joyce is a seasoned financial advisor with over 20 years of experience in personal finance and wealth management. She holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial [...]

As an advisor, I strive to maximize my client’s wealth and minimize their worry. With 13 years of industry experience and over 17 years studying finance, I serve as the first resource my clients [...]

As an advisor with nearly a decade of experience, Yisha has worked with individuals across various generations and backgrounds to realize their financial goals through comprehensive planning. [...]

As an Estate Planning Advisor, Conner guides high-net-worth clients in transferring wealth with tax efficiency. He excels in his collaborative role with the advisory team, ensuring clients’ [...]

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 [...]