Profile
Mr. Michael R.
Gerke, CFA, is Wealth Manager & Research Analyst at Badgley, Phelps & Bell, Inc. He joined joined Badgley Phelps as an investment manager and is a member of research team in March 2001.
He has over 25 years of experience in market analysis, portfolio management and building strong client relationships.
Prior to joining the firm, Mr. Gerke was an Investment Manager at Bank of America, working with institutional and private clients.
While at Bank of America, he was a member of the Northwest Region Equity Strategy Committee, which guided the equity investment process for all private client and institutional accounts.
He was also a Member at New Beginnings Care Homes, Inc.
He received his Bachelor of Business Administration degree from the University of Washington and a Master of Science in Finance from Seattle University.
Former positions of Mike Gerke
| Companies | Position | End |
|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Portfolio Manager-Equities | 2000-12-31 |
New Beginnings Care Homes, Inc.
 New Beginnings Care Homes, Inc. Hospital/Nursing ManagementHealth Services Part of National Mentor Holdings, Inc., New Beginnings Care Homes, Inc. is a private company that operates intermediate care facilities for the mentally challenged. The company is based in Fresno, CA. New Beginnings Care Homes was acquired by National Mentor Holdings, Inc. on February 01, 2007 for $0.30 million. | 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 | - |
Training of Mike Gerke
| University of Washington | Undergraduate Degree |
| Seattle University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 2 |
|---|---|
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 |
New Beginnings Care Homes, Inc.
New Beginnings Care Homes, Inc. Hospital/Nursing ManagementHealth Services Part of National Mentor Holdings, Inc., New Beginnings Care Homes, Inc. is a private company that operates intermediate care facilities for the mentally challenged. The company is based in Fresno, CA. New Beginnings Care Homes was acquired by National Mentor Holdings, Inc. on February 01, 2007 for $0.30 million. | Health Services |
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