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Matt Adams
Chief Executive Officer at Mission Wealth Management LP
Matt Adams active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Executive Officer | 31/12/2021 | - |
Investment Committee Member | 31/08/2003 | - | |
Portfolio Manager-Equities | 31/08/2003 | - | |
President | 31/08/2003 | 31/12/2021 | |
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. | Director/Board Member | - | - |
Career history of Matt Adams
Former positions of Matt Adams
Companies | Position | Start | End |
---|---|---|---|
Dimensional Fund Advisors LP
![]() Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-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 | - | - |
Portfolio Manager-Equities | - | - |
Training of Matt Adams
University of California, Santa Barbara | Undergraduate Degree |
University of Southern California | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Investment Committee Member | 1 |
Sectoral
Finance | 4 |
Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
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 |
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 |
Dimensional Fund Advisors LP
![]() Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-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 |
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 |
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