“I am most satisfied when I help our clients understand a new financial concept. Education and clear communication are the keys to financial peace of mind.”
Role at Mission Wealth
As Chief Executive Officer and Managing Partner, Matt is responsible for strategic growth initiatives, operational improvements, business and technology efficiencies, and ongoing personnel development. He leads the firm’s Executive Committee and continues to be an active contributor on the Investment Committee. In addition, Matt provides service to a select group of high net worth individuals, non-profit organizations, endowments, and institutional clients.
Professional Background
Prior to joining Mission Wealth, Matt worked as an Institutional Equity Trader at Roxbury Capital Management with trading and portfolio management responsibilities for the Large Cap, Mid Cap, and Hedge Fund strategies. He also worked for Dimensional Fund Advisors (DFA) in support of both international and domestic trading, portfolio management, and operations functions.
Matt has a Bachelor of Arts in Business Economics from University of California, Santa Barbara (UCSB). He also holds a Master of Business Administration, with a concentration in Finance and an emphasis in Investments and Financial Markets, from the University of Southern California.
Credentials
Personal Pursuits
Matt is a current Board member at the Santa Barbara Museum of Natural History. Additionally, he is the Chair of the museum’s Investment Committee as well as a member of the Finance Committee.
Awards & Recognition
Matt has been named by the Pacific Coast Business Times as a member of the region's “Top 40 Under 40.” Disclosures.
Spotlight on Matthew Adams
In this interview from August 2017, Matt discusses how family is important to him, his favorite basketball team, and which area of finance he finds most fascinating.
