Matthew Adams

MBA

Partner and President

 

Matthew Adams

MBA

Partner and President

 

Matthew Adams

MBA

Partner and President

 

Matthew Adams

MBA

Partner and President

“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 President, Mr. Adams 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, Mr. Adams provides service to a select group of high net worth individuals, non-profit organizations, endowments, and institutional clients.

 
Spotlight on Matthew

In this interview, Matthew discusses how family is important to him, his favorite basketball team, and which area of finance he finds most fascinating.

To read about our interview with Matthew, take a look at our Spotlight on the Team: Matthew Adams article!

Contact Information

Office Location: Santa Barbara, CA; San Francisco, CA
Email: madams@nullmissionwealth.com
Direct Line: (805) 690-3907

Role at Mission Wealth

As President, Mr. Adams 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, Mr. Adams provides service to a select group of high net worth individuals, non-profit organizations, endowments, and institutional clients.

Contact Information

Office Location: Santa Barbara, CA; San Francisco, CA
Email: madams@nullmissionwealth.com
Direct Line: (805) 690-3907

Career Highlights

Prior to joining Mission Wealth, Mr. Adams 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. Mr. Adams also worked for Dimensional Fund Advisors (DFA) in support of both international and domestic trading, portfolio management, and operations functions.

Credentials

Career Highlights

Prior to joining Mission Wealth, Mr. Adams 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. Mr. Adams also worked for Dimensional Fund Advisors (DFA) in support of both international and domestic trading, portfolio management, and operations functions.

Credentials

Community Involvement

  • Former Board member at the Santa Barbara Museum of Natural History and current member of the Museum’s Finance & Investment Committees
  • Volunteer at local elementary school
  • Volunteer coach for youth basketball

Awards + Recognition

Mr. Adams has been named by the Pacific Coast Business Times as a member of the region’s “Top 40 Under 40.”

Disclosures

Spotlight on Matt

In this interview Matt discusses what he does in his free time, his love for Warriors basketball, what a typical day of work looks like for him and his admiration for philanthropy.

To read about our interview with Matt, take a look at our Spotlight on the Team: Matt Adams article!

Education

Bachelor of Arts in Business Economics from University of California, Santa Barbara (UCSB)

Master of Business Administration, with a concentration in Finance and an emphasis in Investments and Financial Markets, from the University of Southern California
 
Matthew Recommends

Community Involvement

  • Former Board member at the Santa Barbara Museum of Natural History and current member of the Museum’s Finance & Investment Committees
  • Volunteer at local elementary school
  • Volunteer coach for youth basketball

Awards + Recognition

Mr. Adams has been named by the Pacific Coast Business Times as a member of the region’s “Top 40 Under 40.”

Disclosures

Spotlight on Matt

In this interview Matt discusses what he does in his free time, his love for Warriors basketball, what a typical day of work looks like for him and his admiration for philanthropy.

To read about our interview with Matt, take a look at our Spotlight on the Team: Matt Adams article!

Education

Bachelor of Arts in Business Economics from University of California, Santa Barbara (UCSB)

Master of Business Administration, with a concentration in Finance and an emphasis in Investments and Financial Markets, from the University of Southern California
 
Matthew Recommends

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