Curtis Lee Pepin
Profile
Mr. Pepin joined Badgley Phelps in 1999.
His career has included positions with Colonial Mutual Funds, US Bancorp Investments, and Janus Mutual Funds.
Most recently, he served as institutional sales representative with Berger Associates, Inc., of Denver, Colorado.
He has considerable experience developing and maintaining relationships with large institutional investors who rely on his in-depth understanding of the stock market and the financial services marketplace to guide them in critical decision-making processes.
Mr. Pepin earned his bachelor of arts degree from the University of Denver.
He resides in Bellevue with his wife and two daughters.
Former positions of Curtis Lee Pepin
| Companies | Position | End |
|---|---|---|
U.S. Bancorp Investments, Inc.
 U.S. Bancorp Investments, Inc. Investment ManagersFinance US Bancorp Investments, Inc. (USBI) is a dually SEC-registered investment advisor and broker-dealer headquartered in St. Paul, Minnesota. The firm was founded in 2003 and is owned by US Bancorp (NYSE: USB). USBI offers financial planning services and other advisory services to a wide range of clients, which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. | Corporate Officer/Principal | - |
| Berger Associates, Inc. | Corporate Officer/Principal | - |
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. | Sales & Marketing | - |
Training of Curtis Lee Pepin
| University of Denver | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
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 |
U.S. Bancorp Investments, Inc.
U.S. Bancorp Investments, Inc. Investment ManagersFinance US Bancorp Investments, Inc. (USBI) is a dually SEC-registered investment advisor and broker-dealer headquartered in St. Paul, Minnesota. The firm was founded in 2003 and is owned by US Bancorp (NYSE: USB). USBI offers financial planning services and other advisory services to a wide range of clients, which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. | Finance |
| Berger Associates, Inc. | Finance |
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- Curtis Lee Pepin
