Mike Gerke

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Profile

Mr. Michael R.
Gerke, CFA, is Wealth Manager & Research Analyst at Badgley, Phelps & Bell, Inc. He joined joined Badgley Phelps as an investment manager and is a member of research team in March 2001.
He has over 25 years of experience in market analysis, portfolio management and building strong client relationships.
Prior to joining the firm, Mr. Gerke was an Investment Manager at Bank of America, working with institutional and private clients.
While at Bank of America, he was a member of the Northwest Region Equity Strategy Committee, which guided the equity investment process for all private client and institutional accounts.
He was also a Member at New Beginnings Care Homes, Inc. He received his Bachelor of Business Administration degree from the University of Washington and a Master of Science in Finance from Seattle University.

Former positions of Mike Gerke

Companies	Position	End
BANK OF AMERICA CORPORATION	Portfolio Manager-Equities	2000-12-31
New Beginnings Care Homes, Inc. New Beginnings Care Homes, Inc. Hospital/Nursing ManagementHealth Services Operates intermediate care facilities for the mentally challenged	Corporate Officer/Principal	-
Badgley, Phelps & Bell, Inc. Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies.	Analyst-Equity	-

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Linked companies

Private companies	5
Bank of America Corp. Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services	Finance
Badgley, Phelps & Bell, Inc. Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies.	Finance
University of Washington University of Washington Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Seattle University Seattle University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
New Beginnings Care Homes, Inc. New Beginnings Care Homes, Inc. Hospital/Nursing ManagementHealth Services Operates intermediate care facilities for the mentally challenged	Health Services

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