Employees

Jacob has more than 20 years of combined global experience in management consulting, investment banking, investment management, growth initiatives, and corporate communications. Prior to [...]

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As an Associate Financial Advisor, Eric collaborates with the team and clients to build financial plans and provide investment solutions based on clients’ specific goals and needs. He [...]

Wenwen started her financial planning career about seven years ago after her retirement as a professional dancer. She finds helping people with holistic financial planning to be especially [...]

George graduated from Brown University in 2021 with a Bachelor of Arts in Economics. As an Investment Operations Associate, he supports the Portfolio Management and Investment team in their [...]

As a Financial Advisor, Alex applies his skill set to help individuals and their families execute on customized financial plans to meet their goals and objectives. He has been in the investment [...]

As an Associate Financial Advisor, Allie collaborates with the team and our clients to build financial plans and provide investment solutions based on clients’ specific goals and needs. [...]

As an Associate Financial Advisor with Empirical Wealth Management, Paige works closely with Financial Advisors to assist clients in achieving their short and long-term financial goals. She [...]

As a tax manager at Empirical, Zach focuses on assisting clients with tax compliance, planning, and strategy and truly enjoys cultivating relationships and trust with clients. Zach brings [...]

As an Operations Specialist, Bob has over 12 years of financial investment experience. He supports financial advisors with client onboarding and various internal functions. Bob strives to provide [...]

As an Associate Portfolio Manager, Robby works closely with the advisory and tax teams to create and manage customized portfolio solutions for clients in accordance with their financial goals. He [...]

As an Associate Financial Advisor, Matthew works closely with financial advisors to assist in the creation and implementation of investment strategies and financial plans. He works diligently to [...]