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Meet the Team

Partners in fulfilling your mission.

Leadership

Trust Officers & Relationship Management

Dana Mancini

Dana Mancini

VP / Senior Trust Officer

805-564-0219
[email protected]

Judy Milam

Judy Milam

CFP®, SVP / Senior Trust Officer

805-564-7352
[email protected]

Michele Shipp

Michele Shipp

CTFA®, 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]

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

Portfolio Manager

805-564-7306
[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

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]

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.