Employees

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, [...]

As a Portfolio Manager, Chris applies his extensive wealth management experience to take a holistic approach in building customized, goal-based portfolios for clients and create investment [...]

作为Empirical的税务经理，群专注于协助高净值个人、家庭及其企业进行税务合规、规划和战略制定。 她有良好的与客户建立相互信任关系的能力；在税务准备、规划和合规方面有较深刻的造诣；致力于帮助客户实施税务策略，取得客户的信任。

As a tax manager at Empirical, Jared provides tax planning and compliance for high-net-worth individuals, multi-generational family groups, trusts, their businesses, and real estate including IRC [...]

As a tax manager at Empirical, Qun focuses on assisting high net worth individuals, families, and their businesses with tax compliance, planning, and strategy. She truly enjoys cultivating [...]

As a tax manager at Empirical, Kerstin applies her tax and auditing expertise to assist clients with their tax planning and compliance needs. She focuses on building client relationships and [...]

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

As a Tax Manager, Dona works with high net worth clients as well as their businesses and families. As part of a team, she helps clients achieve their tax and financial goals, both long and [...]

[...]