Matt Adams
Amministratore Delegato presso Mission Wealth Management LP
Profilo
Mr. Matthew W.
Adams is a Chief Executive Officer & Managing Partner at Mission Wealth Management LP.
He is on the Board of Directors at Santa Barbara Museum of Natural History.
He is responsible for strategic growth initiatives, operational improvements, business and technology efficiencies, and ongoing personnel development.
Mr. Adams leads the firm’s Executive Committee and continues to be an active contributor on the Investment Committee.
In addition, he provides service to a select group of high net worth individuals, non-profit organizations, endowments, and institutional clients.
Prior to joining Mission Wealth, Mr. Adams worked as an Institutional Equity Trader at Roxbury Capital Management with trading and portfolio management responsibilities for the Large Cap, Mid Cap, and Hedge Fund strategies.
He also worked for Dimensional Fund Advisors in support of both international and domestic trading, portfolio management, and operations functions.
Mr. Adams received his undergraduate degree from the University of California, Santa Barbara and an Master of Business Administration, with a concentration in Finance and an emphasis in Investments and Financial Markets, from the University of Southern California.
Posizioni attive di Matt Adams
| Società | Posizione | Inizio |
|---|---|---|
Mission Wealth Management LP
 Mission Wealth Management LP Investment ManagersFinance Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations. | Amministratore Delegato | 01/01/2022 |
Santa Barbara Museum of Natural History
 Santa Barbara Museum of Natural History Other Consumer ServicesConsumer Services Santa Barbara Museum of Natural History operates as non-profit organization, which exhibits regional natural history. Its collections include anthropology, invertebrate zoology, library and archives, vertebrate zoology, and antique prints. The company was founded by William Leon Dawson in 1916 and is headquartered in Santa Barbara, CA. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Matt Adams
| Società | Posizione | Fine |
|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Corporate Officer/Principal | - |
Roxbury Capital Management LLC
 Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Trading-Equity | - |
Formazione di Matt Adams
| University of Southern California | Masters Business Admin |
| University of California, Santa Barbara | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Finance |
Roxbury Capital Management LLC
Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Finance |
Santa Barbara Museum of Natural History
Santa Barbara Museum of Natural History Other Consumer ServicesConsumer Services Santa Barbara Museum of Natural History operates as non-profit organization, which exhibits regional natural history. Its collections include anthropology, invertebrate zoology, library and archives, vertebrate zoology, and antique prints. The company was founded by William Leon Dawson in 1916 and is headquartered in Santa Barbara, CA. | Consumer Services |
Mission Wealth Management LP
Mission Wealth Management LP Investment ManagersFinance Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations. | Finance |
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