In 2001, Mike joined Badgley Phelps as an investment manager and is a member of our research team. He brings to our firm over 25 years of experience in market analysis, portfolio management and building strong client relationships.
“The best way to construct and manage client portfolios for the long term is by following core investment principles, tailoring strategies to each unique client and ignoring short-term interim aggravations.”
Prior to joining the firm, Mike was an investment manager at Bank of America, working with institutional and private clients. While at Bank of America, Mike was a member of the Northwest Region Equity Strategy Committee, which guided the equity investment process for all private client and institutional accounts. He has participated in the CFA Institute program for the Chartered Financial Analyst™ (CFA™) designation. Mike has spent many days hiking, fishing and exploring the mountains and rainforest within the Olympic National Park, and one day hopes to explore the coastlines and mountains of France. Mike lives in Edmonds with his wife and two children.
EDUCATION
- Master of Science in Finance, Seattle University, Seattle, WA
- Bachelor of Business Administration, University of Washington, Seattle, WA
INVOLVEMENTS
- Board and Finance Committee Member, Dale Turner Family YMCA
- Board Member and Treasurer, Friends of the Northern Pacific Depot
- Member, CFA Institute
- Member, CFA Society Seattle