Conner J. Clemons, J.D., LL.M

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’ [...]

Scott Malbasa, CFP®, J.D.

Scott brings over nine years of experience as a financial advisor, specializing in designing and implementing financial strategies that align with clients’ ambitions and aspirations. His [...]

Luke Cho, CFP®

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 Z. Sun, CFA®

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 [...]

William Warner

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 [...]

Jack Z. Sun, CFA®

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 [...]

Michael Sanger

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 [...]

Pete Michel, CFA®, MA

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 [...]

Erich Gebbie, CFP®, MBA

As a Financial Advisor, Erich takes a hands-on approach to implementing clients’ financial goals and strategies with great thoughtfulness. With over 20 years of experience working with [...]

Jay Shi, CPA, CFP®

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 Kim

Hannah supports Empirical with maintaining clients’ accounts and works with the Operations team to facilitate client onboarding, documentation throughout the client journey, and various [...]