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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

Meet the Team

Partners in fulfilling your mission.

Leadership

Jeff Pittman

Jeff Pittman

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

View Bio [email protected]
Lloyd Kurtz

Lloyd Kurtz

MBA, CFA®, SVP / Chief Investment Officer

View Bio 805-324-5829 [email protected]

Trust Officers & Relationship Management

Dana Mancini

Dana Mancini

CTFA®, VP / Fiduciary Trust Manager

805-564-0219 [email protected]
Judy Milam

Judy Milam

CFP®, SVP / Senior Trust Officer

805-564-7352 [email protected]
Suzi Schomer

Suzi Schomer

SVP / Wealth Strategist

805-560-3413 [email protected]
Terease Chin

Terease Chin

SVP / Senior Trust Officer

805-564-0226 [email protected]

Portfolio Managers & Investment Analysts

Albert Chu

Albert Chu

CFA®, CAIA®, VP / Senior Portfolio Manager

805-979-4506 [email protected]
Cheyne Sorensen

Cheyne Sorensen

CFA®, VP / Senior Portfolio Manager

805-698-7526 [email protected]
David Ryan

David Ryan

Investment Analyst I

805-979-4503 [email protected]
Drew Brahos

Drew Brahos

SVP / Senior Portfolio Manager

805-979-4473 [email protected]
Luca Romani

Luca Romani

Portfolio Manager

805-560-3497 [email protected]
Ricardo Zamarron

Ricardo Zamarron

Investment Analyst

805-691-1615 [email protected]
Scott Estby

Scott Estby

CFA®, SVP / Senior Portfolio Manager

805-564-7303 [email protected]
Simon Priest

Simon Priest

CFA® / Portfolio Manager

805-564-7306 [email protected]
Thomas Fisher

Thomas Fisher

CFA®, CFP®, SVP / Senior Portfolio Manager

View Bio 805-560-3429 [email protected]

Administration

Amanda Hillas

Amanda Hillas

VP / Senior Wealth Management Operations Specialist

805-564-0268 [email protected]
Jess Buchholz

Jess Buchholz

VP / Trust Operations Manager

805-729-5363 [email protected]
Kellen Olson

Kellen Olson

Senior Trust Administrative Specialist

805-324-5802 [email protected]
Manita Hanson

Manita Hanson

AVP / Project Manager & Compliance Coordinator

805-560-3427 [email protected]
Tammy Kiesling

Tammy Kiesling

Trust Administrative Specialist

805-564-7304 [email protected]

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Dive in and explore.

Soft corals in the ocean.
Trust Services
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Coral reef in the ocean.
Investment Management
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Kelp flowing in the ocean.
Philanthropic Services
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Not Insured by FDIC or
Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Montecito Bank & Trust does not provide tax or legal advice.