CoverProfile

Matthew Adams

CEO & Managing Partner

Mission Wealth

United States, California, Santa Barbara

About Me

Matthew Adams serves as Chief Executive Officer and Managing Partner at Mission Wealth. He is responsible for strategic growth initiatives, operational improvements, business and technology efficiencies, and ongoing personnel development. Matthew leads the firm’s Executive Committee and provides service to a select group of high net worth individuals, non-profit organizations, endowments, and institutional clients.

Profile Information

CEO & Managing Partner

Mission Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Santa Barbara

California

United States

Oct 10, 2024

Work Experience

Mission Wealth

CEO & Managing Partner
Jun 2021 - Present
Email: madams@missionwealth.com

YPO

Member
Dec 2018

More profiles to browse

Profile Photo
Brian Sottak
Partner & Managing Director
Profile Photo
Julianna Rote
Partner | Senior Wealth Advisor
WR
Walter Rizo
Senior Investment Associate
Profile Photo
Steve Caltagirone
Partner and Managing Director

You Might Like

RD
Russ Degitz
Principal
Huntington University
DH
Dennis Hanson
Principal
Jamison Hanson
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PG
Patricia Gee
Operations
Manhattan Family Office