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Kenneth Smith
Chief Executive Officer
Managing Partner

Empirical Wealth Management

As Chief Executive Officer of Empirical Wealth Management, Ken guides the firm’s long-term strategy and leads our investment research team.

Ken received a BS from the University of Arizona with a double major in Finance and Accounting and holds a Master of Science degree in Financial Analysis. Ken is a Certified Financial Planner® and has also completed level I of the Chartered Financial Analyst (CFA) program.

Ken is passionate about educating individuals on how to become smarter investors. Ken co-hosts an informative financial radio show with Empirical Wealth Management partner Jack Monteith titled, "Successful Investing". The radio show can be heard on AM stations in Washington and Oregon.

Ken volunteers as a teacher for Junior Achievement; a non profit organization dedicated to educating and inspiring young people to succeed in a global economy. He has taught kids at the grade school level as well as the high school level and enjoys preparing them to address the personal financial planning issues they will face as adults.

Ken is currently writing a book on personal finance intended to help individual investors make the most of their wealth building opportunities through intelligent investment and financial planning decisions.


Jack Monteith
Managing Partner

Empirical Wealth Management

As a financial advisor for Empirical, Jack manages portfolios and acts as a main point of contact for clients. He regularly meets with clients to review their portfolios and financial plans. He is the President and co-founder of Empirical Wealth Management. Jack also directs our tax strategies and financial planning services. He has over 25 years of experience in the finance field.

Jack enjoys assisting business executives and retiring families to develop and implement financial strategies to protect and grow their wealth in a tax-sensitive manner.

Jack graduated from Portland State University in 1973 and received his CPA certificate in 1975. Jack also holds the Certified Financial Planner® certification, and has taught income tax courses at local colleges as well as continuing education courses for CPAs.
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