Empirical Wealth Management
Jack Mazzera, APMA, is an Associate Portfolio Manager at Empirical Wealth Management, where responsibilities include designing and maintaining customized investment portfolios for clients, managing 20 client relationships valued at $60MM. Prior to this role, Jack served as an Investment Specialist at Private Ocean Wealth Management, where tasks included preparing daily reports and managing account configurations. Experience also includes positions as an Accountant at To Glow, LLC, an Associate at First Republic Private Wealth Management, an intern in Business Development at Morgan Stanley, and an Account Executive intern at Chosen Payments. Jack holds a Bachelor of Business Administration with an emphasis on Finance and Decision Science from San Francisco State University and has engaged in extensive practical experience within financial services and wealth management.
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Empirical Wealth Management
Empirical, headquartered in Seattle, WA works with and services clients with a commitment to excellence in investment + tax + financial advisory services. Empirical has offices in Seattle, Bellevue, Spokane, Portland, San Francisco, Los Gatos and Irvine and services clients all over the country. Empirical provides financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth. Our mission is to provide you with the most effective, unbiased investment and financial planning advice available. Rather than just being another Financial Advisor, Empirical strives to be a Personal Financial Advocate, working to help our clients make consistently smart financial choices. We accomplish this by weighing each financial decision within the context of an overall customized financial plan. This strategy is simple, yet profound for our clients: the greater the number of prudent financial choices our clients make, the more quickly clients will get to where they want to be. Empirical strives to do all that we can to help capitalize and realize those very possibilities.