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Badgley Phelps Wealth Managers Employee Directory

Investment ManagementWashington, United States11-50 Employees

Badgley Phelps Wealth Managers is an investment management firm based in Seattle, Washington, offering tailored wealth management, investment management, and financial planning services. The firm serves high-net-worth individuals, families, corporations, and foundations, aiming to protect assets and support long-term wealth growth through structured equity and fixed income portfolio management and comprehensive planning. Positioned within the investment management industry, it partners with Focus Financial since 2021 to expand resources and provide long-term planning and investment strategies. The company has a history dating to 1966 and operates from its Seattle location, with a focus on delivering customized solutions aligned to each client’s goals. In recent developments, the firm has announced leadership changes and strategic moves, such as appointing a chief investment officer and pursuing acquisitions, reflecting ongoing adjustments in its leadership and growth trajectory.

Find Badgley Phelps Wealth Managers employees' phone numbers or email addresses

Badgley Phelps Wealth Managers Global Highlights

Location
Employees

North America
69

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  • United States Of America
    69

Badgley Phelps Wealth Managers's Leadership

  • Stylized image of a person
    K. P.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Chairman Of The Board Director Officer And Investment Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. P.
    Director Of Research
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Investment Manager And Research Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Wealth Manager, Research Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. R.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. J.
    Investment Manager
    Phone icon
    Mobile Phone

Badgley Phelps Wealth Managers Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Accounting
  • Community & Social Services
  • Other

Contact profiles from Badgley Phelps Wealth Managers

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. C.
    Chairman Of The Board Director Officer And Investment Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    K. P.
    Chief Financial Officer
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    B. P.
    Director Of Research
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    A. H.
    Wealth Manager
    Phone icon
    Mobile Phone
    Jun 03, 2026
  • Stylized image of a person
    M. M.
    Investment Manager And Research Analyst
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. C.
    Wealth Manager, Research Analyst
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    P. R.
    Wealth Manager
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    S. J.
    Investment Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. B.
    Principal
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    I. M.
    Client Service Associate
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Badgley Phelps Wealth Managers known for?

Minus sign iconPlus sign iconBadgley Phelps Wealth Managers was founded in 1966 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-206-623-****
. Explore Badgley Phelps Wealth Managers's company overview page for more information.

What is Badgley Phelps Wealth Managers's most common email format?

Minus sign iconPlus sign iconBadgley Phelps Wealth Managers employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Badgley Phelps Wealth Managers email formats with LeadIQ.

How many employees does Badgley Phelps Wealth Managers have currently?

Minus sign iconPlus sign iconBadgley Phelps Wealth Managers has approximately 49 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Badgley Phelps Wealth Managers's key employees and leadership?

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As of July 2026, Badgley Phelps Wealth Managers's key employees include:

  • Chief Financial Officer: K. P.
  • Chairman Of The Board Director Officer And Investment Manager: J. C.
  • Director Of Research: B. P.
  • Wealth Manager: A. H.
  • Investment Manager And Research Analyst: M. M.

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