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Wealth Team

Our experienced wealth management professionals have worked at some of the largest financial institutions in the country, and have an average of over 20 years of experience in trust administration, investment management, and financial services.

We offer the same level of professionalism and expertise found at the largest institutions, but with the customer-friendly, flexible approach unique to a community bank. Key members of our client service team include:

Click on the names above for information regarding our key Wealth Management personnel.

 

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News

Montecito Bank & Trust Reports 46% Increase in Net Profit for 2009

Janet A. Garufis, president and chief executive officer of Montecito Bank & Trust said: "We are extremely pleased to report that despite the challenging economic issues in 2009, Montecito Bank & Trust earned $8.9 Million in net profit, a 46% increase over 2008. [Read on]


Montecito Bank & Trust Steps Up To Support Haitian Relief Efforts

Montecito Bank & Trust is well-known for its local community support. So when the bank received reports about local Direct Relief International’s immediate Haitian emergency mobilization efforts, Montecito Bank & Trust associates mobilized too. [Read on]