General Investing >> Money Manager Interviews >> May 19, 2003

William Derosa Jr. – Badgley, Phelps & Bell Inc

WILLIAM J. DeROSA JR. is a Portfolio Manager with Badgley, Phelps and Bell, Inc. He is Director of Research, a member of the Institutional Services Committee, which guides the investment process for all institutional accounts, and manages the assets of private clients. Mr. DeRosa joined the firm in 2000 after eight years with a Hartford, Connecticut, investment counseling firm where he was co-Director of Equity Research and a Portfolio Manager. Previously, he worked at both Aetna Life & Casualty and Lehman Brothers. Mr. DeRosa is a graduate of London School of Economics' graduate studies program in International Macroeconomics and earned a BS degree in Business Administration from Fordham University. He is a volunteer member of the Make-A- Wish Foundation and lives in Seattle. Profile
TWST: Can you begin with an overview of Badgley, Phelps and Bell

and your investment philosophy?

Mr. DeRosa: We are a wealth management firm that has an

institutional as well as a