Badgley, Phelps and Bell Expands Portland Team, Appoints Charles J. Waibel as Portfolio Manager.Business Editors SEATTLE--(BUSINESS WIRE)--April 6, 2001 Badgley, Phelps and Bell, Inc. (BP&B) today announced the appointment of Charles J. Waibel, M.D., C.F.A., as portfolio manager. Waibel will be responsible for managing portfolios for BP&B's private capital clients in its Portland, Oregon office. Waibel came to BP&B from Sigma Investment Management in Portland where he most recently held the position of portfolio manager. Waibel became a Chartered Financial Analyst Chartered Financial Analyst (CFA) An experienced financial analyst who has passed examinations in economics, financial accounting, portfolio management, security analysis, and standards of conduct given by the Institute of Chartered Financial Analysts. in 2000. Prior to joining Sigma, Dr. Waibel was Chief of Emergency Medicine at Emanuel Hospital in Portland. Waibel completed his residency at UCLA Medical Center UCLA Medical Center is a hospital located on the campus of the University of California, Los Angeles in Los Angeles, California. It is rated as one of the top three hospitals in the United States and is the top hospital on the West Coast according to US News & World Report. and his internship internship /in·tern·ship/ (in´tern-ship) the position or term of service of an intern in a hospital. internship, n the course work or practicum conducted in a professional dental clinic. at Maricopa Medical Center in Phoenix. "Charlie brings a diverse background and many unique talents to our portfolio management team and to our Portland office," stated Kevin Callaghan, portfolio manager and co-managing director of BP&B. "Our Portland business plan required us to find a person with a unique mix of portfolio management and business skills. Charlie more than met all of our needs." "Our Portland office continues its growth and Charlie will play a key role in meeting our clients' needs and building our office," stated Helena Barbey Lankton, portfolio manager and manager of BP&B's Portland office. "We anticipate Charlie also will serve as a key investment resource for our clients, their attorneys, accountants and other professional advisors." "The analytical and service-oriented fundamentals of investment counseling provided a comfortable framework for my transition from practicing medicine," said Waibel. "BP&B's disciplined, growth-oriented approach and commitment to building a strong Portland Office make BP&B a great fit for me. I am extremely pleased to be part of this independent, employee-owned firm." Waibel, a Chartered Financial Analyst with an M.D. from Oregon Health Sciences University and a BA in Natural Sciences from Lewis & Clark College Clark College: see Atlanta Univ. Center. , is a native of Hillsboro, Oregon Hillsboro is a city in and county seat of Washington County, Oregon, United States.GR6 The community began in 1842 and was named Hillsborough in 1850, before incorporation in 1876 as Hillsboro. . He is active in numerous youth, school and medical organizations, including expansion of sports facilities See:
Founded in 1966, Badgley, Phelps and Bell is one of the oldest and most respected independent investment management firms in the Northwest. The employee-owned firm has offices in Portland and Seattle, and is known for its long-term investment success and commitment to building lasting relationships with clients. BP&B manages growth-oriented equity, fixed income, and balanced portfolios for both private and institutional clients. They also offer a family of no-load mutual funds No-load mutual fund An open-end investment company whose shares are sold without a sales charge. There can be other distribution charges, however, such as Article 12B-1 fees. A true no-load fund has neither a sales charge nor a distribution fee. , the Badgley Growth Fund (BMFGX) and the Badgley Balanced Fund Balanced Fund A mutual fund that invests its assets into the money market, bonds, preferred stock, and common stock with the intention to provide both growth and income. Also known as an asset allocation fund. (BMFBX). Rafferty Capital Markets, Inc., which is not affiliated with BP&B, is the distributor for the Badgley Funds. BP&B's dedicated team of experienced investment professionals currently manages over $1.5 billion in assets. More information is available on Badgley, Phelps and Bell and the Badgley Funds at www.badgley.com and www.badgleyfunds.com. |
|
||||||||||||||
Printer friendly
Cite/link
Email
Feedback
Reader Opinion