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Curtis Lee Pepin
Plus aucun poste en cours
Finance
Consumer Services
Profil
Mr. Pepin joined Badgley Phelps in 1999.
His career has included positions with Colonial Mutual Funds, US Bancorp Investments, and Janus Mutual Funds.
Most recently, he served as institutional sales representative with Berger Associates, Inc., of Denver, Colorado.
He has considerable experience developing and maintaining relationships with large institutional investors who rely on his in-depth understanding of the stock market and the financial services marketplace to guide them in critical decision-making processes.
Mr. Pepin earned his bachelor of arts degree from the University of Denver.
He resides in Bellevue with his wife and two daughters.
Anciens postes connus de Curtis Lee Pepin
| Sociétés | Poste | Fin |
|---|---|---|
U.S. Bancorp Investments, Inc.
 U.S. Bancorp Investments, Inc. Investment ManagersFinance USBI develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Corporate Officer/Principal | - |
Berger Associates, Inc.
 Berger Associates, Inc. Investment Banks/BrokersFinance Mutual funds manager | Corporate Officer/Principal | - |
Badgley, Phelps & Bell, Inc.
 Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Sales & Marketing | - |
Formation de Curtis Lee Pepin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Berger Associates, Inc.
Berger Associates, Inc. Investment Banks/BrokersFinance Mutual funds manager | Finance |
Badgley, Phelps & Bell, Inc.
Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Finance |
U.S. Bancorp Investments, Inc.
U.S. Bancorp Investments, Inc. Investment ManagersFinance USBI develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Finance |
University of Denver
 University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
