Curtis joined Badgley Phelps in 1999 and is director of marketing and a wealth manager. He enjoys working closely with a select number of clients to develop solutions matched to their immediate and long-term goals. He is also responsible for the planning, development, and implementation of the firm’s marketing, communications and public relations.

“My goal as an adviser is to provide idea-driven solutions that are free of conflict, with full transparency of costs and fees. Clients first, firm second.”

Curtis’ career has included positions with Berger Mutual Funds, Colonial Mutual Funds and Janus Mutual Funds. Curtis has considerable experience developing and maintaining relationships with large institutional investors who rely on his in-depth understanding of the stock market and the financial services marketplace to guide them in critical decision-making processes.

On top of Curtis’ bucket list is ski touring the Fjords of Norway or going on a safari in Africa. Until then, you’ll find him spending time with his wife and two daughters.

EDUCATION

• Bachelor of Arts, University of Denver, Denver, CO

INVOLVEMENTS

• Board Member, Sun Valley Ski Education Foundation 
• Volunteer, The Community School