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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

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