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Meet the Team

Partners in fulfilling your mission.

Leadership

Jeff Pittman

Jeff Pittman

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

Lloyd Kurtz

Lloyd Kurtz

MBA, CFA®, SVP / Chief Investment Officer

Trust Officers & Relationship Management

Dana Mancini

Dana Mancini

VP / Senior Trust Officer

Judy Milam

Judy Milam

CFP®, SVP / Senior Trust Officer

Michele Shipp

Michele Shipp

CTFA®, VP / Senior Trust Officer

Suzi Schomer

Suzi Schomer

SVP / Wealth Strategist

Terease Chin

Terease Chin

SVP / Senior Trust Officer

Portfolio Managers & Investment Analysts

Albert Chu

Albert Chu

CFA®, CAIA®, VP / Senior Portfolio Manager

Cheyne Sorensen

Cheyne Sorensen

CFA®, VP / Senior Portfolio Manager

Drew Brahos

Drew Brahos

SVP / Senior Portfolio Manager

Luca Romani

Luca Romani

Portfolio Manager

Ricardo Zamarron

Ricardo Zamarron

Investment Analyst

Scott Estby

Scott Estby

CFA®, SVP / Senior Portfolio Manager

Simon Priest

Simon Priest

Portfolio Manager

Thomas Fisher

Thomas Fisher

CFA®, CFP®, SVP / Senior Portfolio Manager

Administration

Amanda Hillas

Amanda Hillas

VP / Senior Wealth Management Operations Specialist

Jess Buchholz

Jess Buchholz

VP / Trust Operations Manager

Kellen Olson

Kellen Olson

Trust Administrative Specialist

Manita Hanson

Manita Hanson

AVP / Project Manager & Compliance Coordinator

Tammy Kiesling

Tammy Kiesling

Trust Administrative Specialist

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.