The Pacific Coast Business Times announced the honorees of the 19th annual 40 Under 40 awards this week, naming Brian Sottak, Mission Wealth Client Advisor, to the 2019 list. This year, the Business Times selected the region’s top up-and-coming professionals under the age of 40, in an array of industries including finance, professional and other business services, real estate, technology, nonprofits, health care and education.
Brian has over 13 years of global multi-asset investment management experience for institutional & private clients across portfolio management, client advising, trading, research, and risk management. He has worked for premier investment firms in San Francisco, the Silicon Valley, and London across the traditional investment management, hedge fund, investment banking, and corporate finance worlds. Brian holds a Bachelor of Science in Business Administration with a concentration in Financial Management from Cal Poly San Luis Obispo, and has attained the CFA, CFP, and CAIA designations.
"I’m excited to represent Mission Wealth this year in receiving this award! I have had an amazing support system both at Mission Wealth and with my family, allowing me to concentrate on helping our clients accomplish their goal" says Brian.
Brian is an active member of his Santa Barbara hometown community. When he is not spending time with his wife Christina and 9 month old son Jack, Brian enjoys hiking, golfing, and going on beach runs. Brian is a regular Nite Moves participant and a volunteer for the Special Olympics, Toys for Tots, and the Soup Kitchen.
The 40 Under 40 special report has proven to be a sustainable way to recognize up and coming leaders in the community. Many prior winners are rising up to the executive ranks at regional companies and nonprofits and this year the class is expected to follow in those footsteps. Each year the selection process becomes more and more competitive, with twice as many nominations as they select. The nominees are selected in order to maintain the right balance between the tri-counties, while achieving as diverse a group as possible.
The three requirements to be considered for this selection include: 1) Be under the age of 40 at the time of nomination close; 2) Be a resident of or a person whose business or volunteer efforts are based in the tri-counties; 3) You can only be honored once. In picking winners, they consider professional accomplishments, outside recognition and community involvement. They look for people who have gone above and beyond by taking leadership roles in their organizations or by starting their own companies.
Pacific Coast Business Times will be celebrating the 2019 class of 40 Under 40 at a very special dinner at the Topa Tower Club in Oxnard on Monday, September 23.