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Key Personnel
Larry Edwards
Investment Officer, Portfolio Manager
805-686-8620
Ledwards@montecito.com
Larry Edwards joined Montecito Bank & Trust in May 2007, in the capacity of Investment Officer/Portfolio Manager located in the bank's Valley Oaks Branch office in Solvang.
Larry has extensive investment management experience, having served as senior Portfolio Manager with Wells Fargo Private Client Services, Santa Barbara Bank & Trust, and Merrill Lynch.
Previously, Larry was President and Chief Operating Officer of Leland O’Brien Rubinstein Associates ("LOR"), an investment management and consulting firm specializing in various risk-management strategies (dynamic hedging), primarily for institutional accounts. During this time he also served as President and Director of LOR subsidiaries, and as President, Secretary, Treasurer and Director of the mutual fund that constituted the basis for six "SuperTrust" securities. One of these securities was the first successful exchange-traded fund (the "Index Trust SuperUnit", introduced November 5, 1992).
Prior to LOR, Larry was Chief Investment Officer and Portfolio Manager with Western Asset Management Company in Los Angeles. He began his professional career as a Consultant/Portfolio Manager with Scudder Stevens & Clark in Los Angeles.
Larry co-authored a book with a former associate, "Power Investing With Basket Securities; The Investor's Guide to Exchange-Traded Funds," published January 2002.
His educational background includes: Stanford Graduate School of Business, MBA Finance; Naval Officers' Candidate School, Newport, RI, Commissioned Ensign; Occidental College, AB Business Administration; Chartered Financial Analyst; Member, CFA Institute.
Larry is a member of the Solvang Breakfast Rotary Club and the SYV Men's Forum. He and his wife, Janice, live in the Santa Ynez Valley.
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