Steve joined Badgley Phelps in 1987 as an investment manager and is the firm's president, chief executive officer and chief investment officer, as well as a member of the 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 re
Steven Phelps
Wealth Manager and Research Analyst
Badgley Phelps Wealth Managers
United States, Washington, Seattle
About Me
Profile Information
Wealth Manager and Research Analyst
Badgley Phelps Wealth Managers
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Seattle
Washington
United States
Nov 4, 2025
More profiles to browse
PH
Paul Horng
Fixed Income Manager
KW
Katie Wham
Wealth Manager & Research Analyst
Calvin Spranger
Fixed Income Manager
JR
Julie Roy
Director of Financial Planning and Wealth Manager
You Might Like
DH
Dennis Hanson
Principal
Jamison Hanson
RD
Russ Degitz
Principal
Huntington University
PM
Prtima MISHRA1
Software Engineer
PA TEST
NC
Najib Canaan
Chief Executive Officer
Kingswood Group