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Erik James Lehr
Director of Research - Equity at Empirical Financial Services LLC
Erik James Lehr active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Equity | 2012-01-31 | - |
Chief Investment Officer | 2021-12-31 | - | |
Director of Research - Equity | 2012-01-31 | - | |
Portfolio Manager-Equities | 2012-01-31 | - | |
Head of Private Banking | 2021-12-31 | - |
Career history of Erik James Lehr
Training of Erik James Lehr
University of Oregon | Graduate Degree |
University of Washington | Graduate Degree |
Statistics
International
United States | 4 |
Operational
Graduate Degree | 2 |
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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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 |
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