Mission Wealth Names Three New Partners to Firm

SANTA BARBARA, Calif., Dec. 20, 2019 /PRNewswire-PRWeb/ -- "Mission Wealth continues to build its national reach, with offices and advisors across the country to serve our expanding client base," said Seth Streeter, CEO and Founder. "Elevating our top talent within the firm, widening our management capacity and ownership team are critical components to achieving our long-term vision. We are excited to announce the promotion of Michelle Winkles, Kieran Osborne and Brian Sottak as our newest partners effective January, 1st, 2020. We are confident their unique talents and ongoing dedication will continue to push our company to new heights." As the Chief Investment Officer at Mission Wealth, Kieran Osborne leads the investment team, where he oversees portfolio management, daily trading, portfolio construction and implementation, investment analysis and recommendations, and due diligence functions. Kieran also leads Mission Wealth's Investment Committee. He has been with the firm for seven years.Kieran holds the Chartered Financial AnalystA® (CFA) designation and earned a Master of Business in Finance from the University of Otago, New Zealand. He also serves as the vice president of the Santa Barbara Humane Society. In 2016, he was named by the Pacific Coast Business Times as a "Top 40 Under 40" up and coming business executives in the central California region. "I feel immensely fulfilled with the knowledge that we put clients' interests ahead of any other a?? day in, day out. Such an approach remains unique within the investment industry, despite being the morally right thing to do; I'm proud to partner with a company that is leading the charge." said Osborne.Brian Sottak is an Advisor at Mission Wealth and leads the southern California and Arizona regional teams. Over the last three years at Mission Wealth, Brian has done an exceptional job advising clients on custom investment strategies, deep financial planning, risk management, and tax solutions. Brian has 14 years of global multi-asset investment management experience for institutional & private clients across portfolio management, client advising, trading, research, and risk management.
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