Profile
Ms. Mitzi W.
Carletti is Wealth Manager & Research Analyst at Badgley, Phelps & Bell, Inc. She is a longtime member of the Badgley Phelps team, she views her work as a research analyst as more of an integral part of her position as wealth manager rather than a separate role.
Ms. Carletti is responsible for researching, selecting and monitoring securities held in clients’ portfolios and also for sitting across the table to see how her stock selections may have impacted their lives.
Prior to joining Badgley Phelps in November 1995, Ms. Carletti was a Senior Research Analyst at Russell Investments, where she researched, monitored and evaluated international money managers and developed client strategies.
She entered the securities business in 1979 with Merrill Lynch in San Francisco, working on the options floor of the Pacific Stock Exchange, in stock lending and later as a consultant in their Seattle office.
Ms. Carletti previously worked as a Member at Alliance for Education and at Treehouse.
She also worked at Bloodworks Northwest and at the University of Puget Sound.
She received her Bachelor of Arts degree from the University of Puget Sound.
Former positions of Mitzi Wilson Carletti
| Companies | Position | End |
|---|---|---|
Alliance for Education
 Alliance for Education Miscellaneous Commercial ServicesCommercial Services Alliance for Education provides public education services. The firm’s programs include Seattle teacher residency and school account services. It offers robust fiscal sponsorship services that enable individual schools and education–related organizations to expand the base of charitable support. The company was founded in 1995 and is headquartered in Seattle, WA. | Corporate Officer/Principal | - |
Bloodworks Northwest
 Bloodworks Northwest Medical/Nursing ServicesHealth Services Bloodworks Northwest is a non-profit company that encourages people to donate blood, time, or money to save lives. The company is based in Seattle, WA. The company's mission is to make an impact by collecting blood donations. | Corporate Officer/Principal | - |
Treehouse
 Treehouse Medical/Nursing ServicesHealth Services Treehouse is a non-profit company that provides access to essentials and experiences for youth in foster care. The company is based in Seattle, WA. The company's goal is to ensure that these children have access to experiences that every kid deserves. The company provides academic and other essential support to help these children graduate from high school and pursue their dreams. | Corporate Officer/Principal | - |
| University of Puget Sound | Corporate Officer/Principal | - |
Frank Russell Co.
 Frank Russell Co. Investment ManagersFinance Founded in 1936, Frank Russell Co. is a registered investment advisor located in Seattle, Washington. The firm is a part of Russell Investment Group. They are wholly-owned by LSEG US Holdco, Inc, itself a wholly owned non-operating subsidiary of London Stock Exchange Group plc. Frank Russell Co.'s clients consist of pension and profit sharing plans, endowments, foundations, charitable organizations, corporations or other institutional investors. The firm also has contracts through Russell-related entities to manage the cash equitization activities of pooled investment vehicles Frank Russell Co. operates through sub-advisory agreements with the investment managers of these pooled investment vehicles. | Corporate Officer/Principal | - |
Training of Mitzi Wilson Carletti
| University of Puget Sound | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
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 |
| Merrill Lynch & Co., Inc. | Finance |
Frank Russell Co.
Frank Russell Co. Investment ManagersFinance Founded in 1936, Frank Russell Co. is a registered investment advisor located in Seattle, Washington. The firm is a part of Russell Investment Group. They are wholly-owned by LSEG US Holdco, Inc, itself a wholly owned non-operating subsidiary of London Stock Exchange Group plc. Frank Russell Co.'s clients consist of pension and profit sharing plans, endowments, foundations, charitable organizations, corporations or other institutional investors. The firm also has contracts through Russell-related entities to manage the cash equitization activities of pooled investment vehicles Frank Russell Co. operates through sub-advisory agreements with the investment managers of these pooled investment vehicles. | Finance |
Treehouse
Treehouse Medical/Nursing ServicesHealth Services Treehouse is a non-profit company that provides access to essentials and experiences for youth in foster care. The company is based in Seattle, WA. The company's goal is to ensure that these children have access to experiences that every kid deserves. The company provides academic and other essential support to help these children graduate from high school and pursue their dreams. | Health Services |
Alliance for Education
Alliance for Education Miscellaneous Commercial ServicesCommercial Services Alliance for Education provides public education services. The firm’s programs include Seattle teacher residency and school account services. It offers robust fiscal sponsorship services that enable individual schools and education–related organizations to expand the base of charitable support. The company was founded in 1995 and is headquartered in Seattle, WA. | Commercial Services |
Bloodworks Northwest
Bloodworks Northwest Medical/Nursing ServicesHealth Services Bloodworks Northwest is a non-profit company that encourages people to donate blood, time, or money to save lives. The company is based in Seattle, WA. The company's mission is to make an impact by collecting blood donations. | Health Services |
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