Steve Phelps
President at Badgley Phelps Wealth Managers LLC
Profile
Mr. Steven C.
Phelps, CFA, is a President & Chief Investment Officer at Badgley Phelps Wealth Managers LLC.
He joined the Badgley Phelps in 1987 as an investment manager and is the firm's president, chief executive officer and chief investment officer, as well as a member of the research team.
Mr. Phelps was previously employed as an Analyst by PACCAR, Inc., a Member by Schwab Institutional, President by Seattle Opera, Chairman by University of Washington Foundation, a Trustee by Custom Industries LP, by Henry Art Gallery, by The Epiphany School, Inc., and by Washington Policy Center.
He received his Bachelor of Arts degree from Williams College.
Steve Phelps active positions
Companies | Position | Start |
---|---|---|
Badgley Phelps Wealth Managers LLC
Badgley Phelps Wealth Managers LLC Investment ManagersFinance Badgley Phelps Wealth Managers LLC (Badgley Phelps) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm is a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Badgley Phelps offers personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | President | 2021-08-02 |
Former positions of Steve Phelps
Companies | Position | End |
---|---|---|
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. | Chief Executive Officer | 2021-08-02 |
University of Washington Foundation | Corporate Officer/Principal | - |
Henry Art Gallery | Corporate Officer/Principal | - |
Custom Industries LP
Custom Industries LP Food: Specialty/CandyConsumer Non-Durables Custom Industries LP manufactured food ingredients for the bakery, cereal, dairy and snack industries. Its products were confectionery, salt, baking ingredient, gems, crunchies, sprinkles, nonpareils, sparkles, candy coated chocolate, colored salts, ingredient, recipe ingredient, unfine food and bake ingredients. The company was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Washington Policy Center
Washington Policy Center Miscellaneous Commercial ServicesCommercial Services Washington Policy Center promotes sound public policy based on free-market solutions. It improves lives of Washington state’s citizens by providing research for policymakers, the media and the general public. The firm also publishes studies, sponsors events and conferences and educates citizens on the vital public policy issues facing in the region. Its focus areas include education, environment, health care, small business and agriculture. The company is headquartered in Seattle, WA. | Corporate Officer/Principal | - |
Training of Steve Phelps
Williams College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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PACCAR, INC. | Producer Manufacturing |
Private companies | 9 |
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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 |
Custom Industries LP
Custom Industries LP Food: Specialty/CandyConsumer Non-Durables Custom Industries LP manufactured food ingredients for the bakery, cereal, dairy and snack industries. Its products were confectionery, salt, baking ingredient, gems, crunchies, sprinkles, nonpareils, sparkles, candy coated chocolate, colored salts, ingredient, recipe ingredient, unfine food and bake ingredients. The company was headquartered in St. Louis, MO. | Consumer Non-Durables |
University of Washington Foundation | |
Washington Policy Center
Washington Policy Center Miscellaneous Commercial ServicesCommercial Services Washington Policy Center promotes sound public policy based on free-market solutions. It improves lives of Washington state’s citizens by providing research for policymakers, the media and the general public. The firm also publishes studies, sponsors events and conferences and educates citizens on the vital public policy issues facing in the region. Its focus areas include education, environment, health care, small business and agriculture. The company is headquartered in Seattle, WA. | Commercial Services |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Finance |
Seattle Opera
Seattle Opera Movies/EntertainmentConsumer Services Seattle Opera is an organization that offers an online recital series called "Songs of Summer" featuring renowned singers. Seattle Opera is based in Seattle, WA. The non-profit company provides a calendar of events, online content, and information about rush tickets at a discounted price. | Consumer Services |
The Epiphany School, Inc.
The Epiphany School, Inc. Other Consumer ServicesConsumer Services The Epiphany School, Inc. provides education services. The company is headquartered in Dorchester, MA. | Consumer Services |
Henry Art Gallery | |
Badgley Phelps Wealth Managers LLC
Badgley Phelps Wealth Managers LLC Investment ManagersFinance Badgley Phelps Wealth Managers LLC (Badgley Phelps) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm is a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Badgley Phelps offers personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Finance |
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