General Investing >> Money Manager Interviews >> May 19, 2003
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 Belland your investment philosophy?
Mr. DeRosa: We are a wealth management firm that has an
institutional as well as a