Samantha Sundberg
- Senior Investment Officer, Perkins Coie Trust Company
Samantha Sundberg is a Senior Investment Officer at Perkins Coie Trust Company.
She is responsible for investment research, due diligence and management of investment portfolios for individuals, trusts and estates.
Samantha has earned the Chartered Financial Analyst designation and has over 12 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