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Mitzi joined Badgley Phelps as an investment manager in 1995. She is a member of the firm’s Research Team. Mitzi entered the securities business in 1979 with Merrill Lynch in San Francisco, working on the options floor of the Pacific Stock Exchange, in stock lending, and later as a consultant in their Seattle office. Subsequently, Mitzi worked for seven years at the Frank Russell Company as a senior research analyst where she researched, monitored and evaluated international money managers and developed client strategies. Mitzi was a regular guest on the KCTS public television series Serious Money and has published a number of investment-related articles that have appeared in a variety of publications, including the Journal of Portfolio Management. In the past, Mitzi served on the Alumni Board at the University of Puget Sound and chaired the University’s Annual Fund and Student Activities Committee. She has also been a Finance Committee member for Treehouse and for the Alliance for Education, a Site Council and PTA board member for a Seattle public school, Trustee and chair of the Puget Sound Blood Center and co-chair for a local Seattle public school annual fund. Mitzi is a Northwest native and resides in Seattle with her husband and two sons.
Education
- Bachelor of Arts, University of Puget Sound (with honors)
Boards/Charitable Involvement/Memberships
- Trustee, University of Puget Sound