Badgley Phelps Wealth Managers has appointed Tim Thomas as the firm’s CIO, 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.
In 2008, Thomas brought a wealth of knowledge to the firm when he joined 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.
