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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.

Lloyd Kurtz

MBA, CFA®, SVP / Chief Investment Officer

Lloyd Kurtz
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805-324-5829

lkurtz@montecito.bank

Lloyd has over 30 years of experience in investment management, with experience as a research analyst, portfolio manager, and team leader. He is a nationally recognized expert in responsible and sustainable investing, and helped develop the Domini Social Index, the first broad-based responsible investment benchmark in the U.S. He is a Contributing Editor for the Journal of Impact and ESG Investing. Lloyd is passionate about investing, client communication and service.

  • B.A. in English and Psychology, Vassar College
  • Master’s in Business Administration with honors, Babson College
  • Chartered Financial Analyst, CFA®
  • Visiting Scholar at the Kellogg School of Management at Northwestern University, where he plays a leading role in the Moskowitz Prize for sustainable investment research
  • Member of the PRI (Principles for Responsible Investment) Academic Network Advisory Committee
  • Previously served on the Sustainability Accounting Standards Board
  • Received the SRI Service Award for his contributions to the field of responsible investment
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