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Steve Phelps
President chez Badgley Phelps Wealth Managers LLC
Postes actifs de Steve Phelps
Sociétés | Poste | Début | Fin |
---|---|---|---|
Badgley Phelps Wealth Managers LLC
![]() Badgley Phelps Wealth Managers LLC Investment ManagersFinance Badgley Phelps Wealth Managers LLC (Badgley Phelps) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm is a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Badgley Phelps offers personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Directeur en chef des Investissements | 03/08/2021 | - |
President | 03/08/2021 | - |
Historique de carrière de Steve Phelps
Anciens postes connus de Steve Phelps
Sociétés | Poste | Début | Fin |
---|---|---|---|
Badgley, Phelps & Bell, Inc.
![]() Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Directeur Général | 01/01/2019 | 03/08/2021 |
Directeur en chef des Investissements | 01/01/2019 | 03/08/2021 | |
Gestionnaire de Portefeuille-Actions | 01/01/1987 | 03/08/2021 | |
President | 01/01/2019 | 03/08/2021 | |
Responsable de la banque privée | 01/01/2019 | 03/08/2021 | |
University of Washington Foundation | Corporate Officer/Principal | - | - |
Henry Art Gallery | Corporate Officer/Principal | - | - |
Custom Industries LP
![]() Custom Industries LP Food: Specialty/CandyConsumer Non-Durables Custom Industries LP manufactured food ingredients for the bakery, cereal, dairy and snack industries. Its products were confectionery, salt, baking ingredient, gems, crunchies, sprinkles, nonpareils, sparkles, candy coated chocolate, colored salts, ingredient, recipe ingredient, unfine food and bake ingredients. The company was headquartered in St. Louis, MO. | Corporate Officer/Principal | - | - |
Washington Policy Center
![]() Washington Policy Center Miscellaneous Commercial ServicesCommercial Services Washington Policy Center promotes sound public policy based on free-market solutions. It improves lives of Washington state’s citizens by providing research for policymakers, the media and the general public. The firm also publishes studies, sponsors events and conferences and educates citizens on the vital public policy issues facing in the region. Its focus areas include education, environment, health care, small business and agriculture. The company is headquartered in Seattle, WA. | Corporate Officer/Principal | - | - |
The Epiphany School, Inc.
![]() The Epiphany School, Inc. Other Consumer ServicesConsumer Services The Epiphany School, Inc. provides education services. The company is headquartered in Dorchester, MA. | Corporate Officer/Principal | - | - |
Seattle Opera
![]() Seattle Opera Movies/EntertainmentConsumer Services Seattle Opera is an organization that offers an online recital series called "Songs of Summer" featuring renowned singers. Seattle Opera is based in Seattle, WA. The non-profit company provides a calendar of events, online content, and information about rush tickets at a discounted price. | Corporate Officer/Principal | - | - |
Schwab Institutional
![]() Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Corporate Officer/Principal | - | - |
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Formation de Steve Phelps
Williams College | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 12 |
Opérationnelle
Corporate Officer/Principal | 8 |
Chief Investment Officer | 2 |
President | 2 |
Sectorielle
Finance | 4 |
Consumer Services | 4 |
Producer Manufacturing | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Sociétés cotées | 1 |
---|---|
PACCAR, INC. | Producer Manufacturing |
Entreprise privées | 9 |
---|---|
Badgley, Phelps & Bell, Inc.
![]() Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Finance |
Schwab Institutional
![]() Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Finance |
Seattle Opera
![]() Seattle Opera Movies/EntertainmentConsumer Services Seattle Opera is an organization that offers an online recital series called "Songs of Summer" featuring renowned singers. Seattle Opera is based in Seattle, WA. The non-profit company provides a calendar of events, online content, and information about rush tickets at a discounted price. | Consumer Services |
The Epiphany School, Inc.
![]() The Epiphany School, Inc. Other Consumer ServicesConsumer Services The Epiphany School, Inc. provides education services. The company is headquartered in Dorchester, MA. | Consumer Services |
Washington Policy Center
![]() Washington Policy Center Miscellaneous Commercial ServicesCommercial Services Washington Policy Center promotes sound public policy based on free-market solutions. It improves lives of Washington state’s citizens by providing research for policymakers, the media and the general public. The firm also publishes studies, sponsors events and conferences and educates citizens on the vital public policy issues facing in the region. Its focus areas include education, environment, health care, small business and agriculture. The company is headquartered in Seattle, WA. | Commercial Services |
Custom Industries LP
![]() Custom Industries LP Food: Specialty/CandyConsumer Non-Durables Custom Industries LP manufactured food ingredients for the bakery, cereal, dairy and snack industries. Its products were confectionery, salt, baking ingredient, gems, crunchies, sprinkles, nonpareils, sparkles, candy coated chocolate, colored salts, ingredient, recipe ingredient, unfine food and bake ingredients. The company was headquartered in St. Louis, MO. | Consumer Non-Durables |
Henry Art Gallery | |
University of Washington Foundation | |
Badgley Phelps Wealth Managers LLC
![]() Badgley Phelps Wealth Managers LLC Investment ManagersFinance Badgley Phelps Wealth Managers LLC (Badgley Phelps) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm is a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Badgley Phelps offers personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Finance |
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