“Without leaps of imagination, or dreaming, we lose the excitement of possibilities. Dreaming, after all, is a form of planning.”

Andrea rejoined Badgley Phelps in 2018 as a wealth manager and is a member of the firm's research team. She has over 20 years of investment management experience, guiding institutions, non-profits and individuals toward their financial goals.

“As an investment professional, I am committed to positively influencing my client's financial lives.”

Andrea returned to Badgley Phelps after a 15-year tenure with Rainier Investment Management, most recently as a senior equity portfolio manager. In this role she co-managed their large-cap, mid-cap, small/mid-cap and all-cap growth strategies. Prior to transitioning to this role, Andrea was the Director of Fixed Income and oversaw all client fixed income strategies, in addition to serving as the investment manager for their bond mutual fund—a Morningstar® Five-Star rated fund. Previously, she was a fixed income trader and portfolio manager at Badgley Phelps and worked within the capital markets division of RBC Dain Rauscher.

Outside of working with clients, Andrea’s passion is experiencing and learning about different cultures throughout the world. She has traveled to over 30 countries on four continents. Her dream is to one day visit all seven continents. When she is not traveling, she enjoys running, skiing, golfing and sharing driving responsibilities with her husband—shuttling their two daughters to dance classes in Seattle traffic.

EDUCATION

  • Bachelor of Science, University of Minnesota, Minneapolis, MN

INVOLVEMENTS

  • Member, CFA Institute
  • Member, CFA Society Seattle
  • Board Member and Treasurer, Blue Ridge Club, Inc.
  • Volunteer, Forefront Suicide Prevention in Schools, University of Washington