“The important thing is not to stop questioning. Curiosity has its own reason for existing.”

—ALBERT EINSTEIN

Steve joined Badgley Phelps in 1987 as an investment manager. Today, he serves as a wealth manager, and is an active member of the firm's research team.

“The culture of our firm and the success of our clients are inextricably linked. Long term investment success therefore requires the creation of an organization which becomes sustainable through a culture dedicated to honesty, integrity and openness in an evolving world.”

Previously, Steve worked at PACCAR, Inc., as an analyst in the treasury department of its finance subsidiary and as an independent researcher in the field of transportation economics.

A busy professional who sets aside time each day to read outside his profession, Steve is an avid traveler whose journeys are inspired by both history and the call of natural beauty, be it on land or under the sea.

EDUCATION

• Bachelor of Arts, Williams College, Williamstown, MA
• Fulbright Scholar, Goethe University of Frankfurt, Frankfurt, Germany

CURRENT INVOLVEMENTS

• Trustee, Seattle Art Museum
• Trustee and Past President, Seattle Opera
• President, Seattle Opera Foundation
• Member, CFA Institute
• Member, CFA Society Seattle
• Volunteer, Marine Archaeology Unit of the Israel Antiquities Authority

PAST INVOLVEMENTS

• CEO and CIO, Badgley Phelps Wealth Managers
• Guest lecturer, University of Washington’s Department of Economics “Topics in Financial Economics” course
• Chairman, University of Washington Estate Planning Board
• Director, University of Washington Foundation Board
• Member, Schwab Institutional Advisory Board
• Trustee, Custom Industries
• Trustee, Epiphany School
• Trustee, Henry Art Gallery
• Trustee, Washington Policy Center