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Julie Louise Parisio Roy
Vorstandsvorsitzender bei Badgley Phelps Wealth Managers LLC
Aktive Positionen von Julie Louise Parisio Roy
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Badgley Phelps Wealth Managers LLC
![]() Badgley Phelps Wealth Managers LLC Investment ManagersFinance Badgley Phelps Wealth Managers LLC (Badgley Phelps) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm is a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Badgley Phelps offers personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Vorstandsvorsitzender | 03.08.2021 | - |
Karriereverlauf von Julie Louise Parisio Roy
Ehemalige bekannte Positionen von Julie Louise Parisio Roy
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Badgley, Phelps & Bell, Inc.
![]() Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Portfolio Manager-Aktien | 01.01.2004 | 03.08.2021 |
Smith Barney & Co., Inc. | Corporate Officer/Principal | - | - |
Ausbildung von Julie Louise Parisio Roy
University of Washington | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Badgley, Phelps & Bell, Inc.
![]() Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Finance |
Smith Barney & Co., Inc. | Finance |
Badgley Phelps Wealth Managers LLC
![]() Badgley Phelps Wealth Managers LLC Investment ManagersFinance Badgley Phelps Wealth Managers LLC (Badgley Phelps) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm is a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Badgley Phelps offers personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Finance |