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Overview
Introduction
Samantha is responsible for investment research, due diligence, and management of investment portfolios for individuals, trust and estates, and client services.
Samantha Sundberg has earned the Chartered Financial Analyst designation and has more than 15 years of financial services industry experience, focusing on investment management and helping clients attain their financial goals.
Prior to joining Ashurst Perkins Coie Trust Company, Samantha was a portfolio manager at Moss Adams Wealth Advisors, where she performed capital market research, manager due diligence, and monitoring, and provided regular market and economic updates.
Education & credentials
- University of Michigan, B.A., Economics