Forrest Badgley
Portfolio Manager | Wealth Advisor at William Blair | Northbrook, Illinois, United States
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Forrest Badgley serves as the Director of Equities and Senior Portfolio Manager at Denali Advisors, where he leverages over 25 years of extensive experience in managing global equity portfolios across diverse sectors and geographies, including both developed and emerging markets. His current role follows the acquisition of McKinley Capital Management, LLC by Denali Advisors, which has allowed him to further enhance the firm’s investment strategies and client offerings.
At Denali, Forrest is responsible for overseeing a range of global equity mandates, including the Global Core Growth, Global Growth, Global Healthcare Transformation, and MEASA portfolios, with an impressive average assets under management (AUM) of approximately $1.5 billion from 2010 to 2024. His expertise in securities and capital markets is complemented by his adeptness in utilizing advanced data analysis techniques and tools such as Python and FactSet, which enable him to conduct thorough equity research analysis and risk management.
Forrest’s leadership style embodies the “player-coach” mentality, fostering a collaborative environment that emphasizes both client engagement and team development. His strong track record of alpha generation places him in the top quartile and decile of long-term performance, particularly over the past decade. As he continues to navigate the complexities of the financial markets, Forrest remains committed to delivering exceptional investment outcomes while mentoring the next generation of investment professionals at Denali Advisors.
Portfolio Manager | Wealth Advisor at William Blair in December 2024 to Present
Director of Equities & Senior Portfolio Manager at Denali Advisors in January 2020 to June 2024
Senior Portfolio Manager at Denali Advisors in January 2016 to December 2019
Portfolio Manager at Denali Advisors in January 2006 to December 2015
Quantitative Research Analyst at Denali Advisors in April 2004 to December 2005
Proprietary Trader at Aspire Trading, LLC in January 2002 to January 2004
Associate Analyst, Global Money Markets & Investments at Bank One in January 1997 to January 2000
Market Maker, Equity Options at Lakota Trading Inc. in January 1995 to January 1997
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Equities
Alternative Investments
Hedge Funds
Asset Management
Securities
Capital Markets
Asset Allocation
Fixed Income
Investment Management
Financial Markets
Trading
Portfolio Management
Equity Research
Financial Analysis
Data Analysis
JavaScript
Python
SQL
Equity Research Analysis
Machine learning
Pandas (Software)
FactSet
Visual Basic for Applications (VBA)
MongoDB
Web Scraping
Fundamental Analysis
Portfolio Optimization
Risk Management
Data Cleaning
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Discover more about William BlairWhat is Forrest Badgley email address?
Email Forrest Badgley at [email protected] and [email protected]. This email is the most updated Forrest Badgley email found in 2026.
What is Forrest Badgley phone number?
Forrest Badgley phone number is +13127947863 and +13123662337.
How to contact Forrest Badgley?
To contact Forrest Badgley send an email to [email protected] or [email protected]. If you want to call Forrest Badgley try calling on +13127947863 and +13123662337. (updated on October 29, 2024)
What company does Forrest Badgley work for?
Forrest Badgley works for William Blair
What is Forrest Badgley's role at William Blair?
Forrest Badgley is Portfolio Manager | Wealth Advisor
What industry does Forrest Badgley work in?
Forrest Badgley works in the Financial Services industry.
Forrest Badgley Email Addresses
Forrest Badgley Phone Numbers
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