Mike Schultz
Profile
Mr. Michael J.
Schultz is Wealth Manager, Research Analyst & Financial Planner at Badgley, Phelps & Bell, Inc. He has over 20 years of experience in the investment management and financial services business.
Mr. Schultz is developing solutions to meet clients’ personal goals.
He joined Badgley Phelps in December 2003 and is also a member of the equity research team that serves clients.
Prior to joining Badgley Phelps, Mr. Schultz's career included positions within the trust and private banking offices of Rainier Bank, Security Pacific Bank and Bank of America.
His role at Bank of America included serving as a member of the Northwest Region Equity Strategy Committee, which guided the equity investment process for all private client and institutional accounts.
He received his Bachelor of Arts degree from Whitworth University.
Former positions of Mike Schultz
| Companies | Position | End |
|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Portfolio Manager-Equities | - |
| Security Pacific Bank (Los Angeles, California) | Corporate Officer/Principal | - |
Badgley, Phelps & Bell, Inc.
 Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Analyst-Equity | - |
Training of Mike Schultz
| Whitworth University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 2 |
|---|---|
Badgley, Phelps & Bell, Inc.
Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Finance |
| Security Pacific Bank (Los Angeles, California) | Finance |
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