Brian Sottak, Cfa®, Cfp®, Caia®
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Brian Sottak, Cfa®, Cfp®, Caia® Email & Phone Number

Partner and Managing Director at Mission Wealth
Location: Santa Barbara, California, United States 7 work roles 1 school
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Current company
Mission Wealth
Role
Partner and Managing Director
Location
Santa Barbara, California, United States
Company size
166 employees

Who is Brian Sottak, Cfa®, Cfp®, Caia®? Overview

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Quick answer

Brian Sottak, Cfa®, Cfp®, Caia® is listed as Partner and Managing Director at Mission Wealth, a company with 166 employees, based in Santa Barbara, California, United States. AeroLeads shows a matched LinkedIn profile for Brian Sottak, Cfa®, Cfp®, Caia®.

Brian Sottak, Cfa®, Cfp®, Caia® previously worked as Partner & Managing Director at Mission Wealth and Investment Management at Balyasny Asset Management L.P.. Brian Sottak, Cfa®, Cfp®, Caia® holds Bachelor Of Science In Business Administration, Concentration: Financial Management from California Polytechnic State University-San Luis Obispo.

Company email context

Email format at Mission Wealth

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Mission Wealth

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Profile bio

About Brian Sottak, Cfa®, Cfp®, Caia®

Brian Sottak is a Partner and a Managing Director at Mission Wealth leading the southern California and Arizona regional teams. He specializes in advising clients on custom investment strategies, alternative investments, deep financial planning, and risk management. Brian has nearly two decades of global multi-asset investment management experience for institutional & private clients across portfolio management, client advising, trading, and research. He has worked for premier investment firms in San Francisco, the Silicon Valley, and London across the traditional investment management, hedge fund, valuation & investment banking, and corporate finance worlds. Along with his CFA®, CFP®, and CAIA®, Brian earned a Bachelor of Science in Business Administration with a concentration in Financial Management from Cal Poly San Luis Obispo and is a member of Mission Wealth’s Investment Committee. Last year he was named by the Pacific Coast Business Times as a “Top 40 Under 40” up and coming business professional in the central California region.

Current workplace

Brian Sottak, Cfa®, Cfp®, Caia®'s current company

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Mission Wealth
Mission Wealth
Partner and Managing Director
Santa Barbara, CA, US
Website
missionwealth.com
Employees
166
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Company profile
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7 roles · 20 years

Brian Sottak, Cfa®, Cfp®, Caia® work experience

A career timeline built from the work history available for this profile.

Partner & Managing Director

Current
Mission Wealth

California, United States

2017 - Present ~9 yrs 4 mos

Investment Management

Mellon Capital

San Francisco, California

2013 - 2015 ~2 yrs

Analyst, Valuation Services & Investment Banking Division

Fmv Opinions, Inc.

San Francisco, California

2007 - 2008 ~1 yr
Team & coworkers

Colleagues at Mission Wealth

Other employees you can reach at missionwealth.com. View company contacts for 166 employees →

VW Victoria Wessler Victoria Wessler Colleague at Mission Wealth Newport Beach, California, United States, United States View → DM Dennis M. Clark Dennis M. Clark Colleague at Mission Wealth Santa Barbara, California, United States, United States View → BM Braydan Meyers, Aams®Awma® Braydan Meyers, Aams®Awma® Colleague at Mission Wealth Greensboro, North Carolina, United States, United States View → RD Rick D. Gonzalez, Mba, Cfp®, Cima® Rick D. Gonzalez, Mba, Cfp®, Cima® Colleague at Mission Wealth Los Angeles, California, United States, United States View → RM Ryan Miller Ryan Miller Colleague at Mission Wealth Park Ridge, Illinois, United States, United States View → KH Kyle Humphreys Kyle Humphreys Colleague at Mission Wealth Lafayette, California, United States, United States View → GS Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa® Colleague at Mission Wealth Santa Barbara, California, United States, United States View → JV Josh Vasquez Josh Vasquez Colleague at Mission Wealth Austin, Texas, United States, United States View → KT Kristen Taylor, Msfa, Cfp® Kristen Taylor, Msfa, Cfp® Colleague at Mission Wealth Walnut Creek, California, United States, United States View → MM Michael Malmgren, Mba, Macc, Awma® Michael Malmgren, Mba, Macc, Awma® Colleague at Mission Wealth South Jordan, Utah, United States, United States View →
1 education record

Brian Sottak, Cfa®, Cfp®, Caia® education

FAQ

Frequently asked questions about Brian Sottak, Cfa®, Cfp®, Caia®

Quick answers generated from the profile data available on this page.

What company does Brian Sottak, Cfa®, Cfp®, Caia® work for?

Brian Sottak, Cfa®, Cfp®, Caia® works for Mission Wealth.

What is Brian Sottak, Cfa®, Cfp®, Caia®'s role at Mission Wealth?

Brian Sottak, Cfa®, Cfp®, Caia® is listed as Partner and Managing Director at Mission Wealth.

Where is Brian Sottak, Cfa®, Cfp®, Caia® based?

Brian Sottak, Cfa®, Cfp®, Caia® is based in Santa Barbara, California, United States while working with Mission Wealth.

What companies has Brian Sottak, Cfa®, Cfp®, Caia® worked for?

Brian Sottak, Cfa®, Cfp®, Caia® has worked for Mission Wealth, Balyasny Asset Management L.P., Mellon Capital, Bank Of New York Mellon, and Fmv Opinions, Inc..

Who are Brian Sottak, Cfa®, Cfp®, Caia®'s colleagues at Mission Wealth?

Brian Sottak, Cfa®, Cfp®, Caia®'s colleagues at Mission Wealth include Victoria Wessler, Dennis M. Clark, Braydan Meyers, Aams®Awma®, Rick D. Gonzalez, Mba, Cfp®, Cima®, and Ryan Miller.

How can I contact Brian Sottak, Cfa®, Cfp®, Caia®?

You can use AeroLeads to view verified contact signals for Brian Sottak, Cfa®, Cfp®, Caia® at Mission Wealth, including work email, phone, and LinkedIn data when available.

What schools did Brian Sottak, Cfa®, Cfp®, Caia® attend?

Brian Sottak, Cfa®, Cfp®, Caia® holds Bachelor Of Science In Business Administration, Concentration: Financial Management from California Polytechnic State University-San Luis Obispo.

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