Montecito Bank & Trust Welcomes Senior Portfolio Manager Lisa Harwood to Growing Wealth Management Group
June 17, 2022
Santa Barbara, Calif. – Montecito Bank & Trust is increasing the number of team members in their Wealth Management division to support the multi-year, double-digit growth of their wealth management business. With assets under management in excess of over $1.7B, the group continues to experience strong demand from private clients, foundations and endowments for their uniquely-designed investment management and estate and trust services.
The group welcomes Lisa Harwood who joins the Wealth Management group as Senior Portfolio Manager. Lisa has over 29 years of experience in portfolio management and high net worth relationship management, including experience in the ultra-high net worth market, which the Bank sees as a growing clientele across the Central Coast.
"Lisa has a passion for client service and a very strong record of accomplishment in advising her clients and their families in multiple areas including; portfolio management, complex multi-generational planning, trust planning and personal financial planning," said Thomas Fisher, Senior Vice President, Chief Investment Officer. "I have known Lisa for 25 years and her experience and skill in portfolio management and multi-generational family planning will be a great benefit to our clients."
In addition to her over 29 years of experience, Lisa earned her MBA with honors from the University of Southern California and is a Certified Financial Planner (CFP®) and Certified Trust and Financial Advisor (CTFA®). She holds a Bachelor of Science in Electrical Engineering fromthe University of Southern California, and in her time away from the office, Lisa treasures spending time with her family - her husband, their two sons and their two rescue dogs.
"I am so excited about joining Montecito Bank & Trust." said Lisa. "The organization is sincerely devoted to taking care of clients and to supporting the community. In addition, Montecito Bank & Trust team members are accomplished professionals with whom I will be proud to work with."
Montecito Bank & Trust is the oldest and largest locally owned community bank in the Santa Barbara and Ventura counties. Founded in 1975, the bank celebrated its 46th anniversary on March 17, 2021 and operates 11 branch offices in Santa Barbara, Goleta, Solvang, Montecito, Carpinteria, Ventura, Camarillo and Westlake Village. Montecito Bank & Trust has a history of unwavering corporate philanthropy in the local communities it serves, annually donating over $1.5 million dollars and volunteering over 5,400 hours to nonprofit organizations in Santa Barbara and Ventura counties. The bank offers a variety of competitive deposit and lending solutions for businesses and consumers, including business loans and lines of credit; commercial real estate finance; SBA loans; mortgage loans, consumer loans; credit cards; merchant services; and online services, including mobile banking and cash management. Its Wealth Management Division provides comprehensive trust services and full investment management for all branch office markets. The Bank has earned 23 Best Bank awards in the last 9 years, in addition to numerous accolades for Best Mortgage and Best Financial Services Company in Santa Barbara, Best Investment Company in Santa Ynez Valley and the fourth Best Bank to Work For in the United States (American Banker Magazine).
For more information, please contact
Megan Orloff, EVP/Chief Strategy Officer
(805) 564-0236 or [email protected]