Profil
Ms. Katie Wham, CFA, is an Associate Wealth Manager & Research Analyst at Badgley, Phelps & Bell, Inc. She joined the firm in 2017.
Ms. Wham started her career in the marketing department of Touchstone Investments in Cincinnati, OH and later joined Rainier Investment Management in Seattle.
During her eight years there, she moved from a marketing associate role to an institutional equity research analyst.
She received her Bachelor of Arts degree from DePauw University, Greencastle, IN.
Ehemalige bekannte Positionen von Katie Wham
| Unternehmen | Position | Ende |
|---|---|---|
Touchstone Investments LP
 Touchstone Investments LP Financial ConglomeratesFinance Touchstone Investments LP provides funds distribution services. The private company is based in Cincinnati, OH and has subsidiaries in the United States. | Corporate Officer/Principal | - |
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. | Analyst-Equity | - |
Rainier Investment Management LLC
 Rainier Investment Management LLC Investment ManagersFinance Rainier Investment Management LLC (Rainier) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1989 and in December 2017, they became a wholly-owned subsidiary of Manning & Napier Group LLC, which is owned by Manning & Napier, Inc. (NYSE: MN). Rainier provides portfolio management services to corporations, foreign corporations, registered investment companies, collective investment trusts, foreign funds such as UCITs, and other US and international institutions. | Analyst-Equity | - |
Ausbildung von Katie Wham
| DePauw University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Rainier Investment Management LLC
Rainier Investment Management LLC Investment ManagersFinance Rainier Investment Management LLC (Rainier) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1989 and in December 2017, they became a wholly-owned subsidiary of Manning & Napier Group LLC, which is owned by Manning & Napier, Inc. (NYSE: MN). Rainier provides portfolio management services to corporations, foreign corporations, registered investment companies, collective investment trusts, foreign funds such as UCITs, and other US and international institutions. | Finance |
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 |
Touchstone Investments LP
Touchstone Investments LP Financial ConglomeratesFinance Touchstone Investments LP provides funds distribution services. The private company is based in Cincinnati, OH and has subsidiaries in the United States. | Finance |
