Kate Bland

Student at UC Santa Barbara

Role: Portfolio Manager at Mission Wealth
Location: Santa Barbara, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Kate Bland

I am from Newport Beach, California. I graduated from UC Santa Barbara, with major in…

Experience

Portfolio Manager
Mission Wealth
Apr 2025 — Present · University of California Santa Barbara, CA, US
One of 12 undergraduate students selected through a rigorous application process to manage UCSB\'s endowment fund with over AUM

Education

UC Santa Barbara
Economics
The London School of Economics and Political Science (LSE)
Economics

Contact information

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Work email
•••••@missionwealth.com
Personal email
•••••@•••••.com
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Current company

Mission Wealth

Financial Services · 219 employees · Founded 2000 · Santa Barbara, California, United States

Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living. Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people through major life events, and our visionary, service-oriented culture empowers our clients to lead more fulfilled lives. __________________________________________ Mission Wealth is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Wealth unless a client service agreement is in place.

missionwealth.com

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About Kate Bland

Experience

Portfolio Manager

Education

UC Santa Barbara

The London School of Economics and Political Science (LSE)

Find verified contacts for anyone on LinkedIn