Julie Louise Parisio Roy
Directeur Général chez Badgley Phelps Wealth Managers LLC
Profil
Ms. Julie L.
Parisio Roy, CFA, is a Chief Executive Officer & Wealth Manager at Badgley Phelps Wealth Managers LLC.
She oversees portfolios for high net worth private clients and strives to help clients find the perfect balance between enjoying their money and feeling secure in its longevity and legacy.
Ms. Julie L.
Parisio Roy began her career in the financial services sector in 1997, working as an investment manager with Pacific Capital Consulting, and later with Smith Barney.
Postes actifs de Julie Louise Parisio Roy
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 03/08/2021 |
Anciens postes connus de Julie Louise Parisio Roy
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 03/08/2021 |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Formation de Julie Louise Parisio Roy
| University of Washington | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
