CP
Curtis Pepin
Director Of Marketing And Wealth Manager at Badgley Phelps Wealth Managers
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Work Experience
Director Of Marketing And Wealth Manager
1999 - Present · 25 years and 11 months
Berger Mutual Fund
Institutional Sales
1997 - 1999 · 2 years
Colonial Mutual Funds
Institutional Sales
1995 - 1997 · 2 years
Company Details
For 50 years, we've helped high-net-worth individuals, families, corporations and foundations protect their assets and grow their wealth. Based in Seattle, we specialize in wealth management, investment management and financial planning, striving to create customized solutions for each client’s unique goals and objectives. And we’re independent, which means that with the benefit of our rich history and deep commitment comes the flexibility to act quickly when time is of the essence. Follow our LinkedIn page to see perspectives on industry news, financial planning and other topics of interest.
Year Founded
1966
Social Media
LinkedinFacebook
Industry
Investment Management
HQ Location
1420 Fifth Avenue Suite 3200 Seattle, WA 98101, US
Keywords
Investment ManagementWealth ManagementFinancial Planning
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