Skip to main content

SCAM WARNING - Fraudsters are calling clients, spoofing the Bank's phone number and posing as MB&T employees. These fraudsters ask for Online Banking passwords and one-time PINs. We will never ask for this information. Please hang up & call your branch, Relationship Manager, or our Service Center (805-963-7511) immediately.

SCAM WARNING - Bankers never ask for your Online Banking password or one-time codes. Learn More

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