Tim Thomas
Chief Investment Officer and Wealth Manager at Badgley Phelps Wealth Managers
- Role
- Chief Investment Officer and Wealth Manager at Badgley Phelps Wealth Managers
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tim Thomas
I joined Badgley Phelps in 2008 as an investment manager and currently serve as our chief…
Experience
Chief Investment Officer and Wealth Manager
Badgley Phelps Wealth Managers
Jan 2025 — Present · Seattle, WA, US
Education
UW Foster School of Business
MBA
1996 — 1998
Miami University
Bachelor of Arts (BA)
1989 — 1993
Skills
- International Economics
- Equity Valuation
- Financial Modeling
- Financial Analysis
- Relationship Management
- Company Valuation
- Portfolio Optimization
- Tactical Asset Allocation
- Capital Markets
- Financial Risk
- Asset Management
- Dcf Valuation
- Equity Research
- Alternative Assets
- Quantitative Research
- Portfolio Management
- Investment Valuation
- Economic Research
- Financial Accounting
- Qualitative Research
- Market Research
- Asset Allocation
- Risk Management
- Wealth Accumulation
- Wealth Preservation Planning
- Wealth Management
- Strategic Financial Planning
- Investment Strategies
- Alternative Investments
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