Tim joined Badgley Phelps in 2008 as an investment manager with 12 years of experience in portfolio management and financial services. He is a member of the firm’s Research Team. Tim comes to Badgley Phelps from Threshold Group where he provided investment management services to private clients. Prior to his tenure at Threshold Group, he was a portfolio manager at Bank of America in Seattle. Tim’s expertise is focused in security analysis and selection, portfolio construction, asset allocation, alternative investments, trading and risk management. Tim lives on Bainbridge Island with his wife and daughter.

Education

• Bachelor of Arts, Miami University – Ohio
• Master of Business Administration, University of Washington

Boards/Charitable Involvement/Memberships

• Member, CFA Institute
• Member, CFA Society of Seattle

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

Back to Our Team

Previous | Next