Curtis joined Badgley Phelps in 1999 and is the firm’s Executive Vice President. Curtis manages the marketing and sales efforts for the firm’s high net-worth and institutional clients. Curtis concentrates his efforts marketing our firm’s services to new private clients and their professional service managers, including accountants and attorneys. The key institutional investment intermediaries with whom Curtis works include consultants, corporations, foundations, registered investment advisors, wealth managers, broker/dealers, and mutual fund supermarkets. He also works closely with the firm’s executive team on business strategy and execution. Curtis’ career has included positions with Berger Mutual Funds, Colonial Mutual Funds, and Janus Mutual Funds. Curtis 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. He resides in Bellevue with his wife and two daughters.

Education

• Bachelor of Arts, University of Denver

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