Tim Thomas Email & Phone Number
Chief Investment Officer and Wealth Manager @ Badgley Phelps Wealth Managers
5 free lookup(s).
Tim Thomas Location
- Seattle, WA, US
Tim Thomas Work
- 2025 - now Chief Investment Officer and Wealth Manager @
- 2008 - 2025 Director of Research and Wealth Manager @
- 2007 - 2008 Investment Advisor @
- 2001 - 2007 Portfolio Manager @
- 1999 - 2000 Institutional Investment Representative @ Bank of America/Banc of America Securities
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 Berdine
Wealth Management Advisor - Strategic Partnerships
Seattle, WA, US
Johan Strand
Wealth Manager and research analyst
Seattle, WA, US
Ben Duncanson
Wealth Manager
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Paul Horng
Fixed Income Manager
Kirkland, WA, US
Emily Perkins
Associate Wealth Manager
Seattle, WA, US
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