Samantha Sundberg
- Senior Investment Officer, Perkins Coie Trust Company
- Seattle
Notice
Before proceeding, please note: If you are not a current client of Perkins Coie, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Perkins Coie has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing or retaining a lawyer. An attorney-client relationship with Perkins Coie or any lawyer at Perkins Coie is not established until and unless Perkins Coie agrees to such a relationship as memorialized in a separate writing.
Samantha is responsible for investment research, due diligence and management of investment portfolios for individuals, trust and estates and client services.
She has earned the Chartered Financial Analyst designation and has over 15 years of financial services industry experience, focusing on investment management and helping clients attain their financial goals.
Prior to joining 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.
Areas of focus
Services
Education & Credentials
Education
- University of Michigan, B.A., Economics