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Julie Louise Parisio Roy
Director Ejecutivo en Badgley Phelps Wealth Managers LLC .
Cargos activos de Julie Louise Parisio Roy
Empresas | Cargo | Inicio | Fin |
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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. | Director Ejecutivo | 03/08/2021 | - |
Historial de carrera de Julie Louise Parisio Roy
Antiguos cargos conocidos de Julie Louise Parisio Roy.
Empresas | Cargo | Inicio | Fin |
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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. | Gestor de Cartera-Acciones | 01/01/2004 | 03/08/2021 |
Smith Barney & Co., Inc. | Corporate Officer/Principal | - | - |
Formación de Julie Louise Parisio Roy.
University of Washington | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sectorial
Finance | 4 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 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 |