Steve Phelps
President at Badgley Phelps Wealth Managers LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Julie Louise Parisio Roy | F | - |
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.
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. | 20 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Tim Thomas | M | - |
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. | - |
| Cal Spranger | M | - |
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. | - |
| Andrea Lynn Durbin | F | - |
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. | 7 years |
| Ross W. Ohashi | M | - |
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. | - |
| Mitzi Wilson Carletti | F | - |
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. | - |
| Pat Rodgers | M | - |
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. | - |
| Mark Hamilton Dawson | M | - |
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. | - |
| Mark William Broughton | M | - |
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. | - |
| Mike Gerke | M | - |
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. | - |
| Clare M. Hansen | F | - |
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. | - |
| Mike Schultz | M | - |
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. | - |
| Jonathan O'Herron | M | - |
Williams College
| 4 years |
| John B. Campbell | M | - |
Williams College
| 4 years |
| Cyrillus Harinowo | M | 71 |
Williams College
| 1 years |
| David D. Steakley | M | - |
Williams College
| 4 years |
| David Gow | M | 60 |
Williams College
| 4 years |
| Kate Elliott | F | - |
Williams College
| 4 years |
| Stephen Case | M | 65 |
Williams College
| 4 years |
| Frank McReynolds Wozencraft | M | - |
Williams College
| 4 years |
| Curtis Lee Pepin | M | - |
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. | - |
| Paul Chi-Tung Horng | M | - |
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. | - |
| William R. Baldiga | M | - |
Williams College
| 4 years |
| James L. Brault | M | 63 |
Williams College
| 4 years |
| Clifton Leaf | M | - |
Williams College
| 4 years |
| Frank Fessenden | M | - |
Williams College
| 3 years |
| Robert F. Lutz | M | - |
Williams College
| 4 years |
| Wendy Leigh Taylor | F | - |
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. | - |
| Michael C. Lynch | M | - |
Williams College
| 4 years |
| Douglas P. Gernert | M | - |
Williams College
| 4 years |
| Rob Roberto | M | - |
Williams College
| 4 years |
| Thomas K. Loizeaux | M | - |
Williams College
| 4 years |
| Aleco Keusseoglou | M | - |
Williams College
| 4 years |
| Jay F. Hickman | M | - |
Williams College
| 4 years |
| Karina Bianca Bayani Dahilig | F | - |
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. | - |
| Sarah Williamson | F | 60 |
Williams College
| 4 years |
| Mike Windt | M | - |
Williams College
| 4 years |
| Donald Carlson | M | - |
Williams College
| 4 years |
| Alicia Francine Singer | F | - |
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. | - |
| Steve Gardner | M | - |
Williams College
| 4 years |
| Daniel von Allmen | M | - |
Williams College
| 4 years |
| Jeff Walters | M | - |
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. | - |
| Katie Wham | F | - |
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. | - |
| Sid Kopperl | M | 77 |
Williams College
| 4 years |
| Janet Maria Welcher | F | - |
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. | - |
| David A. Attisani | M | - |
Williams College
| 4 years |
| Kristi Lenee Lord | F | - |
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. | - |
| Douglas O. Staiger | M | - |
Williams College
| 4 years |
| Leonard Clark | M | - |
Williams College
| 4 years |
| Andrew Charles Pohl | M | - |
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. | - |
| Rory Shane Costello | M | - |
Williams College
| 4 years |
| Anil Carrim Currimjee | M | 62 |
Williams College
| 4 years |
| Lisa Flynn | F | - |
Williams College
| 4 years |
| Kathleen Gilmore Capehart | F | - |
Williams College
| 4 years |
| Alison M. Fuller | F | - |
Williams College
| 4 years |
| Hans Humes | M | - |
Williams College
| 4 years |
| Jong-Doo Ahn | M | 59 |
Williams College
| 4 years |
| William Joseph DeRosa | M | - |
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. | 3 years |
| Scott Schweighauser | M | - |
Williams College
| 4 years |
| Scott H. Page | M | 65 |
Williams College
| 4 years |
| Charles J. Waibel | M | - |
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. | 4 years |
| Elizabeth A. Marcoux | F | - |
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. | 10 years |
| Matt Ryan | M | - |
Williams College
| 4 years |
| Mark Tercek | M | 67 |
Williams College
| 4 years |
| James Clark | M | 63 |
Williams College
| 4 years |
| Thomas D. Gardner | M | 66 |
Williams College
| 4 years |
| Paul Gerard Meeks | M | - |
Williams College
| 4 years |
| Robert Craig Sharpe | M | - |
Williams College
| 4 years |
| Timothy R. Surgenor | M | 64 |
Williams College
| 4 years |
| Lori J. Ensinger | F | - |
Williams College
| 4 years |
| Leigh Wood | M | - |
Williams College
| 4 years |
| David M. Calabro | M | - |
Williams College
| 4 years |
| John McDowell | M | - |
Williams College
| 4 years |
| Paul R. Shlanta | M | 66 |
Williams College
| 4 years |
| Thalia Meehan | F | 63 |
Williams College
| 4 years |
| Marya Rose | F | 61 |
Williams College
| 4 years |
| Dick R. Hollington | M | 59 |
Williams College
| 4 years |
| Ian Crocker Sanderson | M | 63 |
Williams College
| 4 years |
| Jan Frederick van Eck | M | - |
Williams College
| 4 years |
| Peter Saulnier | M | - |
Williams College
| 4 years |
| Tom Perkins | M | - |
Williams College
| 4 years |
| Chris Gootkind | M | - |
Williams College
| 4 years |
| Cameron Horatio Burns | M | - |
Williams College
| 4 years |
| Dexter Paine | M | 64 |
Williams College
| 4 years |
| Michael Weiner | M | 62 |
Williams College
| 4 years |
| Julie A. Hackett | F | - |
Williams College
| 4 years |
| Jonathan Wigser | M | 58 |
Williams College
| 4 years |
| Philip F. Moffat | M | 62 |
Williams College
| 4 years |
| Stephen Willard | M | 63 |
Williams College
| 4 years |
| Steve M. Jenks | M | - |
Williams College
| 4 years |
| Michael Greeley | M | - |
Williams College
| 4 years |
| Dean Walker Morris | M | 62 |
Williams College
| 4 years |
| Christopher Harned | M | 61 |
Williams College
| 4 years |
| John P. McNicholas | M | 71 |
Williams College
| 4 years |
| R. Randall Wang | M | - |
Williams College
| 4 years |
| Mark B. Weeks | M | - |
Williams College
| 4 years |
| Robert Lawrence Rauch | M | - |
Williams College
| 4 years |
| James Better | M | - |
Williams College
| 4 years |
| David Perry Nichols | M | - |
Williams College
| 4 years |
| Joseph Juster | M | - |
Williams College
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Steve Phelps
- Personal Network
