Tim Thomas Email & Phone Number
Chief Investment Officer and Wealth Manager @ Badgley Phelps Wealth Managers
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Tim Thomas Location
- Seattle, WA, US
Tim Thomas Work
- Chief Investment Officer and Wealth Manager @ (January 2025 - Present)
- Director of Research and Wealth Manager @ (May 2008 - January 2025)
- Investment Advisor @ (March 2007 - May 2008)
- Portfolio Manager @ (January 2001 - March 2007)
- Institutional Investment Representative @ Bank of America/Banc of America Securities (March 1999 - December 2000)
Tim Thomas Education
- UW Foster School of Business
MBA (Finance & Economics)
1996-1998 - Miami University
Bachelor of Arts (BA) (History Major/Political Science Minor)
1989-1993
Tim Thomas Skills
- Alternative Investments
- Leadership
- Company Valuation
- Portfolio Optimization
- Equity Valuation
- Wealth Preservation Planning
- Sales
- Portfolio Management
- Financial Modeling
- Capital Markets
- Financial Risk
- Relationship Management
- Market Research
- Wealth Preservation
- Investment Valuation
- Asset Allocation
- Tactical Asset Allocation
- Wealth Management
- Financial Accounting
- Equity Research
- Strategic Financial Planning
- Tactical Asset
- Investment Strategies
- Alternative Assets
- Risk Management
- Asset Management
- Wealth Accumulation
- Microsoft Excel
- Qualitative Research
- Financial Analysis
- Management
- Quantitative Research
- Strategic Financial
- Research
- International Economics
- DCF Valuation
- Economic Research
Tim Thomas Summary
- Tim Thomas, based in Seattle, WA, US, is currently a Chief Investment Officer and Wealth Manager at Badgley Phelps Wealth Managers. Tim Thomas brings experience from previous roles at Badgley Phelps Wealth Managers, Threshold Group, Bank of America and Bank of America/Banc of America Securities. Tim Thomas holds a 1996 - 1998 MBA in Finance & Economics @ UW Foster School of Business. With a robust skill set that includes Alternative Investments, Leadership, Company Valuation, Portfolio Optimization, Equity Valuation and more. Tim Thomas has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Badgley Phelps Wealth Managers Employees
David Spratt
Chief Operating Officer and Chief Compliance Officer
North Bend, WA, US
Mike Gerke
Wealth Manager and Research Analyst
Seattle, WA, US
Tim Thomas
Chief Investment Officer and Wealth Manager
Seattle, WA, US
Steven Phelps
Wealth Manger and Research Analyst
Seattle, WA, US
Kevin Callaghan
Wealth Manager
Seattle, WA, US
Patrick Rodgers
Wealth Manager and Research Analyst
Seattle, WA, US
Curtis Pepin
Director of Marketing and Wealth Manager
Bellevue, WA, US
David Berdine
Wealth Management Advisor - Strategic Partnerships
Seattle, WA, US
Kathy Dahm
Customer Service Associate and Team Manager
Seattle, WA, US
Greg Robinson
Wealth Manager
Kirkland, WA, US
Soren Erickson
Fixed Income Trader
Seattle, WA, US
Becky Dederer
Controller
Kirkland, WA, US
Natalie MacKey
Associate Wealth Manager
Seattle, WA, US
Anna Inveen
Associate Wealth Manager and Financial Planner
Seattle, WA, US
Ben Duncanson
Wealth Manager
Boise, ID, US
Julie Roy
CEO, Director of Financial Planning and Wealth Manager
Seattle, WA, US
Megan Wiley
Financial Planner
Charlottesville, VA, US
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