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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

Casa Dorinda Branch Update - The Casa Dorinda branch will be closed October 7th, 8th, 13th, and 14th. We apologize for the inconvenience.

Casa Dorinda Branch Update - The Casa Dorinda branch will be closed October 7th, 8th, 13th, and 14th. We apologize for the inconvenience. 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®, SVP / Fiduciary Trust Manager

805-564-0219 [email protected]
Judy Milam

Judy Milam

CFP®, SVP / Senior Trust Officer

805-564-7352 [email protected]
Lisa Ross

Lisa Ross

VP / Senior Trust Officer

805-560-3428 [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 Specialist Coordinator

805-564-7304 [email protected]

Learn More

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.