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January 14, 2025

Badgley Phelps

Phelps

Thomas

Badgley Phelps Wealth Managers has appointed Tim Thomas as the firm's next chief investment officer, succeeding Steve Phelps. In January 2024, Phelps transitioned from his role as CEO after 25 years. He will remain a wealth manager and research analyst with the firm, focusing on building client relationships. Thomas joined Badgley Phelps in 2008 as an investment manager. His career spans more than 27 years in financial services and portfolio and investment management. Prior to his CIO appointment, Thomas served as the firm's director of research. He has taken on leadership responsibilities and specializes in security analysis and selection, portfolio construction, asset allocation, and alternative investments. “This smooth transition of leadership is a testament to our ability of empowering employees and placing them in the positions where they flourish the most,” said Badgley Phelps CEO and wealth manager Julie Parisio Roy. “Our roots at Badgley Phelps are in investments, and I'm confident this team will kick off the new year with the same dedicated service to our clients.” Based in the Pacific Northwest, Badgley Phelps has offices in Seattle, Idaho and Virginia, and serves clients nationwide. Badgley Phelps has been a Focus Financial partner firm since 2021.




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