Julie joined Badgley Phelps in 2004 as an investment manager and is a member of our Research Team. She manages portfolios for both institutional and high net-worth private clients. Julie began her career in the investment management industry in 1997 working as a investment manager with Pacific Capital Consulting and later with Smith Barney where she earned their Financial Planning Specialist designation. At these firms, Julie was responsible for portfolio management, financial planning, client relationship management and new client development. A native of Washington State, Julie now resides in Auburn with her husband and two children.

Education

• Bachelor of Arts, University of Washington

Boards/Charitable Involvement/Memberships

• Member, CFP® Board Continuing Education Review Committee
• Member, CFA Institute & CFA Society of Seattle
• Member, Financial Planning Association
• Member, CCS South King County Connections Board
• Member, University of Washington Department of Economics Visiting Committee

CFA® and CFA Institute are trademarks owned by the CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner ™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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