Professional Biography
Image of Samantha Sundberg

Samantha Sundberg, CFA Business Professional

Senior Investment Officer, Perkins Coie Trust Company

  • Seattle

    D +1.206.359.8620

    F +1.206.359.9620

    Seattle

    1201 Third Avenue, Suite 4900

    Seattle, WA 98101-3099

    +1.206.359.8620

    SSundberg@perkinscoie.com

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Overview

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.

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Areas of Focus

Education

  • University of Michigan, B.A., Economics