Matthew W. Amundson

Finance

Consumer Services

Profile

Mr. Matthew W.
Amundson is Vice President & Trader at Santa Barbara Asset Management LLC.
He joined the firm in March 2012.
Prior to joining Santa Barbara, Mr. Amundson was a Senior Trader for Parametric Portfolio Associates trading global equities and currencies for multiple tax advantaged index strategies.
Preceding this, he held a position in the Portfolio Accounting group at Parametric.
Mr. Amundson received a B.A.
in Economics from the University of Washington.

Former positions of Matthew W. Amundson

Companies	Position	End
Santa Barbara Asset Management LLC Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.	Trading-Equity	28/02/2021
Parametric Portfolio Associates LLC Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.	Corporate Officer/Principal	-

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Training of Matthew W. Amundson

University of Washington

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

100 +

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Linked companies

Private companies	2
Santa Barbara Asset Management LLC Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.	Finance
Parametric Portfolio Associates LLC Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.	Finance