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Mike Schultz
Plus aucun poste en cours
Finance
Consumer Services
Profil
Mr. Michael J.
Schultz is Wealth Manager, Research Analyst & Financial Planner at Badgley, Phelps & Bell, Inc. He has over 20 years of experience in the investment management and financial services business.
Mr. Schultz is developing solutions to meet clients’ personal goals.
He joined Badgley Phelps in December 2003 and is also a member of the equity research team that serves clients.
Prior to joining Badgley Phelps, Mr. Schultz's career included positions within the trust and private banking offices of Rainier Bank, Security Pacific Bank and Bank of America.
His role at Bank of America included serving as a member of the Northwest Region Equity Strategy Committee, which guided the equity investment process for all private client and institutional accounts.
He received his Bachelor of Arts degree from Whitworth University.
Anciens postes connus de Mike Schultz
| Sociétés | Poste | Fin |
|---|---|---|
| BANK OF AMERICA CORPORATION | Gestionnaire de Portefeuille-Actions | - |
Security Pacific Bank (Los Angeles, California)
 Security Pacific Bank (Los Angeles, California) Regional BanksFinance State commercial bank | Corporate Officer/Principal | - |
Badgley, Phelps & Bell, Inc.
 Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Analyst-Equity | - |
Formation de Mike Schultz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Badgley, Phelps & Bell, Inc.
Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Finance |
Whitworth University
 Whitworth University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Security Pacific Bank (Los Angeles, California)
Security Pacific Bank (Los Angeles, California) Regional BanksFinance State commercial bank | Finance |
