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Steven Phelps Location
Seattle, WA, US
Steven Phelps Work
Wealth Manger and Research Analyst @ (December 2024 - Present)
President and Chief Investment Officer @ (December 1986 - December 2024)
Assistant to the Treasurer @ (August 1984 - November 1986)
Steven Phelps Education
Johann Wolfgang Goethe Universitã¤T Frankfurt Am Main
(International Finance)
1983-1984
William
Bachelor Of Arts
1979-1983
Institute for European Studies, Vienna, Austria 1982-1982
Steven Phelps Skills
Investments
Alternative Investments
Investment Strategies
Leadership
Asset Allocation
Investment Management
Equity Research
Equity Valuation
Fixed Income
Hedge Funds
Strategic Planning
Equities
Strategic Financial Planning
Asset Managment
Investment Advisory
Portfolio Management
Steven Phelps Summary
Steven Phelps, based in Seattle, WA, US, is currently a Wealth Manger and Research Analyst at Badgley Phelps Wealth Managers. Steven Phelps brings experience from previous roles at Badgley Phelps Wealth Managers and PACCAR Financial. Steven Phelps holds a 1983 - 1984 Johann Wolfgang Goethe Universitã¤T Frankfurt Am Main. With a robust skill set that includes Investments, Alternative Investments, Investment Strategies, Leadership, Asset Allocation and more. Steven Phelps has 2 emails and 3 mobile phone numbers on RocketReach.
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