Steve Phelps
President at Badgley Phelps Wealth Managers LLC
Steve Phelps active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Investment Officer | 03/08/2021 | - |
| President | 03/08/2021 | - |
Career history of Steve Phelps
Former positions of Steve Phelps
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | 01/01/2019 | 03/08/2021 |
| Chief Investment Officer | 01/01/2019 | 03/08/2021 | |
| Portfolio Manager-Equities | 01/01/1987 | 03/08/2021 | |
| President | 01/01/2019 | 03/08/2021 | |
| Head of Private Banking | 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 | - | - |
| ░░░░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | ░░░░░░░░░░ | - |
Training of Steve Phelps
| Williams College | Undergraduate Degree |
Statistics
International
| United States | 12 |
Operational
| Corporate Officer/Principal | 8 |
| Chief Investment Officer | 2 |
| President | 2 |
Sectoral
| Finance | 4 |
| Consumer Services | 4 |
| Producer Manufacturing | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| PACCAR, INC. | Producer Manufacturing |
| Private companies | 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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