Casa Dorinda Branch Update - The Casa Dorinda branch will be closed October 7th, 8th, 13th, and 14th. We apologize for the inconvenience.
Casa Dorinda Branch Update - The Casa Dorinda branch will be closed October 7th, 8th, 13th, and 14th. We apologize for the inconvenience. Learn More
Indigenous Peoples’ Day / Columbus Day - Our offices will be closed October 12th in observance of Indigenous Peoples' Day.
Indigenous Peoples’ Day / Columbus Day - Our offices will be closed October 12th in observance of Indigenous Peoples' Day.
CFP®, CPWA®, CIMC®, EVP / Director of Wealth Management
Jeff is a member of Montecito Bank & Trust's Executive Management team and is responsible for the Bank's Wealth Management business, including all investment management and fiduciary activities. He has worked in financial services for over 30 years, serving in various positions in wealth management. Prior to joining Montecito Bank & Trust, he was Senior Vice President and Regional Director for Wells Fargo Private Bank.