Brian David Reed

Portfolio Manager-Equities at Empirical Financial Services LLC

Consumer Services

Finance

Profile

Mr. Brian D.
Reed is a Financial Advisor at Empirical Financial Services LLC.
As a financial advisor at Empirical Wealth Management, he works to develop personalized financial planning strategies for the firm's clients focusing on tax minimization, wealth management, and cash flow analysis.
He received his Bachelor's in Economics from Seattle University and a Master's in Finance from the University of Washington.

Brian David Reed active positions

Companies	Position	Start
Empirical Financial Services LLC Empirical Financial Services LLC Investment ManagersFinance Empirical Financial Services LLC, do-business-as Empirical Wealth Management (EWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kenneth Smith in 2009 and is a spin-off from Empirical Wealth Management LLC, an Oregon LLC founded by Mr. Smith in 2006. In December 2012, the firm purchased Empirical Wealth Management LLC from the remaining original members, re-merging the two companies as a Washington limited liability company. EWM provides investment advisory services to individuals, high net-worth individuals, pensions and profit sharing plans, charitable organizations, corporations or business entities, trusts, and estates. They also sponsor and provide portfolio management services for a wrap fee program.	Portfolio Manager-Equities	2012-12-31

All active positions of Brian David Reed

Training of Brian David Reed

Seattle University	Undergraduate Degree
University of Washington	Graduate Degree

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Linked companies

Private companies	1
Empirical Financial Services LLC Empirical Financial Services LLC Investment ManagersFinance Empirical Financial Services LLC, do-business-as Empirical Wealth Management (EWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kenneth Smith in 2009 and is a spin-off from Empirical Wealth Management LLC, an Oregon LLC founded by Mr. Smith in 2006. In December 2012, the firm purchased Empirical Wealth Management LLC from the remaining original members, re-merging the two companies as a Washington limited liability company. EWM provides investment advisory services to individuals, high net-worth individuals, pensions and profit sharing plans, charitable organizations, corporations or business entities, trusts, and estates. They also sponsor and provide portfolio management services for a wrap fee program.	Finance