Wealth Team

Leadership

Jeff Pittman

CFP®, CPWA®, CIMC®, EVP / Director of Wealth Management

View Bio jpittman@montecito.bank

Lloyd Kurtz

MBA, CFA®, SVP / Chief Investment Officer

View Bio 805-324-5829 lkurtz@montecito.bank

Trust Officers & Relationship Management

Dana Mancini

VP / Senior Trust Officer

805-564-0219 dmancini@montecito.bank

Judy Milam

CFP®, SVP / Senior Trust Officer

805-564-7352 jmilam@montecito.bank

Michele Shipp

CTFA®, VP / Senior Trust Officer

805-560-3428 mshipp@montecito.bank

Suzi Schomer

SVP / Wealth Strategist

805-560-3413 sschomer@montecito.bank

Terease Chin

SVP / Senior Trust Officer

805-564-0226 tchin@montecito.bank

Portfolio Managers & Investment Analysts

Albert Chu

CFA®, CAIA®, VP / Senior Portfolio Manager

805-979-4506 achu@montecito.bank

Cheyne Sorensen

CFA®, VP / Senior Portfolio Manager

805-698-7526 cbsorensen@montecito.bank

Drew Brahos

SVP / Senior Portfolio Manager

805-979-4473 dbrahos@montecito.bank

Luca Romani

Portfolio Manager

805-560-3497 lromani@montecito.bank

Ricardo Zamarron

Investment Analyst

805-691-1615 rzamarron@montecito.bank

Scott Estby

CFA®, SVP / Senior Portfolio Manager

805-564-7303 sestby@montecito.bank

Simon Priest

Portfolio Manager

805-564-7306 spriest@montecito.bank

Thomas Fisher

CFA®, CFP®, SVP / Senior Portfolio Manager

View Bio 805-560-3429 tfisher@montecito.bank

Administration

Amanda Hillas

VP / Senior Wealth Management Operations Specialist

805-564-0268 ahillas@montecito.bank

Jess Buchholz

VP / Trust Operations Manager

805-729-5363 jbuchholz@montecito.bank

Kellen Olson

Trust Administrative Specialist

805-324-5802 kolson@montecito.bank

Manita Hanson

AVP / Project Manager & Compliance Coordinator

805-560-3427 mhanson@montecito.bank

Tammy Kiesling