Skip to main content

Juneteenth National Independence Day - Our offices will be closed June 19th in observance of Juneteenth National Independence Day.

Juneteenth National Independence Day - Our offices will be closed June 19th in observance of Juneteenth National Independence Day.

Jeff Pittman

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

Jeff Pittman
<

[email protected]

Jeff is a member of Montecito Bank & Trust's Executive Management team and is responsible for the Bank's Wealth Management business, including all investment management and fiduciary activities. He has worked in financial services for over 30 years, serving in various positions in wealth management. Prior to joining Montecito Bank & Trust, he was Senior Vice President and Regional Director for Wells Fargo Private Bank.

  • BA in Communications, California State University, Long Beach
  • MBA in Finance, Loyola Marymount University
  • Certified Financial Planner (CFP®)
  • Certified Private Wealth Advisor (CPWA®)
  • Certified Investment Management Consultant (CIMC®)
  • Cal Lutheran University, Board of Regents (2025 – Present)
  • Former member of the Board of Directors and Treasurer at Santa Barbara City College Foundation (2013-2021)
  • Previously a member of the Board of Directors at Unity Shoppe in Santa Barbara (2011-2015)
Return to Team Overview