Shan Zubair

Gestionnaire de Portefeuille-Actions chez

Empirical Financial Services LLC

42 ans

Consumer Services

Finance

Profil

Mr. Shan Zubair is a Senior Financial Advisor & Principal at Empirical Financial Services LLC.
Drawing on nearly two decades of experience, Shan brings a well-considered implementation of Empirical Wealth Management’s investment management, tax minimization, and financial planning strategies.
In his early career with Empirical, he held a dual role working alongside the firm’s CEO and CFO as a Financial Operations Manager while also serving as a Financial Advisor.
He earned both a Bachelor of Arts in Finance and a Master of Science in Finance from the Albers School of Business at Seattle University and is also a CERTIFIED FINANCIAL PLANNER™ professional.

Postes actifs de Shan Zubair

Sociétés	Poste	Début
Empirical Financial Services LLC Empirical Financial Services LLC Investment ManagersFinance EWM’s investment philosophy is based on Modern Portfolio Theory (MPT). The firm typically incorporates 12 to 21 distinct asset classes when building portfolios. They seek to select investments that offer good asset class diversification at a low price. EWM determine the amount to allocate to each asset class based on each asset class’ risk characteristics and the investment goal of the model portfolio. They select mutual funds and ETFs based on their diversification characteristics, internal expenses and tax efficiency. The firm often selects institutional funds and investments that fall in the lowest quartile of expenses for their category.	Gestionnaire de Portefeuille-Actions	01/10/2010

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Sociétés liées

Entreprise privées	3
Seattle University Seattle University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Empirical Financial Services LLC Empirical Financial Services LLC Investment ManagersFinance EWM’s investment philosophy is based on Modern Portfolio Theory (MPT). The firm typically incorporates 12 to 21 distinct asset classes when building portfolios. They seek to select investments that offer good asset class diversification at a low price. EWM determine the amount to allocate to each asset class based on each asset class’ risk characteristics and the investment goal of the model portfolio. They select mutual funds and ETFs based on their diversification characteristics, internal expenses and tax efficiency. The firm often selects institutional funds and investments that fall in the lowest quartile of expenses for their category.	Finance
Albers School of Business & Economics Albers School of Business & Economics Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services