Tom Fisher Joins Montecito Bank & Trust’s Wealth Management Division
Santa Barbara, Calif. - Montecito Bank & Trust is pleased to announce that Tom Fisher has joined the bank as senior vice president and senior portfolio manager, reporting to Peter Madlem, chief investment officer.
With deep roots in the banking industry and a passion for exceptional service, Fisher is a highly distinguished portfolio manager with a focused and knowledgeable approach to providing his clients with objective investment advice and unparalleled results.
"I've known Tom professionally for more than 20 years and I am thrilled that he has joined us," Jeff Pittman, executive vice president and director of Wealth Management said. "He is an exceptionally talented, experienced and thoughtful investment professional who will further enhance the world-class team that Peter Madlem has built at Montecito Bank & Trust. Tom will be a member of the bank's investment policy committee where his deep experience in portfolio construction, impact investing, and tactical asset allocation will contribute to our robust investment process."
Fisher brings over 30 years of investment management experience in both the Santa Barbara and San Diego communities. He grew up in Santa Barbara, and eventually made his way to San Diego where he attended college. He started his career as a portfolio manager with Santa Barbara Bank & Trust, then Northern Trust and most recently served as the senior investment strategist for Wells Fargo Private Bank in San Diego. There he managed over $800 million in assets for individuals, families, private foundations and other charitable organizations.
Community impact, giving back and integrity are important to Fisher and he looks forward to working for an organization with similar core values. Fisher was an active member of the San Diego community as past president of the Torrey Pines Rotary Club and Treasurer of the San Diego Downtown Breakfast Rotary. He also volunteered with the Financial Planning Association to provide pro-bono financial planning to wounded military veterans and their families.
Fisher earned his Master of Science and Bachelor of Science degrees from San Diego State University. He is a Chartered Financial Analyst and a Certified Financial Planner. He enjoys spending time with his wife and their family, especially his two young grandchildren.
Montecito Bank & Trust, an S Corporation, is the oldest and largest locally owned community bank in the Santa Barbara and Ventura counties. Founded in 1975, the bank celebrates its 43nd anniversary on March 17, 2018 and operates 11 branch offices in Santa Barbara, Goleta, Solvang, Montecito, Carpinteria, Ventura, Camarillo and Westlake Village. Awarded the 2017 Bank of the Year (Western Independent Bankers) from among more than 550 independent community banks headquartered in 13 western states, 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.
Montecito Bank & Trust received a 2016 Premier Performing Bank designation by The Findley Reports, an independent service which rates the annual performance of California banks. Montecito Bank & Trust has been designated as a Premier Performing or Super Premier Performing bank by The Findley Reports 32 times in its 42-year history.
For more information, please contact
Jamie Perez, VP, Marketing Manager
(805) 564-0218 or [email protected]