Wealth Team

Leadership

Jeff Pittman

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

View Bio [email protected]

Lloyd Kurtz

MBA, CFA®, SVP / Chief Investment Officer

View Bio 805-324-5829 [email protected]

Trust Officers & Relationship Management

Dana Mancini

CTFA®, SVP / Fiduciary Trust Manager

805-564-0219 [email protected]

Judy Milam

CFP®, SVP / Senior Trust Officer

805-564-7352 [email protected]

Lisa Ross

VP / Senior Trust Officer

805-560-3428 [email protected]

Suzi Schomer

SVP / Wealth Strategist

805-560-3413 [email protected]

Terease Chin

SVP / Senior Trust Officer

805-564-0226 [email protected]

Portfolio Managers & Investment Analysts

Albert Chu

CFA®, CAIA®, VP / Senior Portfolio Manager

805-979-4506 [email protected]

Cheyne Sorensen

CFA®, VP / Senior Portfolio Manager

805-698-7526 [email protected]

David Ryan

Investment Analyst I

805-979-4503 [email protected]

Drew Brahos

SVP / Senior Portfolio Manager

805-979-4473 [email protected]

Luca Romani

Portfolio Manager

805-560-3497 [email protected]

Ricardo Zamarron

Investment Analyst

805-691-1615 [email protected]

Scott Estby

CFA®, SVP / Senior Portfolio Manager

805-564-7303 [email protected]

Simon Priest

CFA® / Portfolio Manager

805-564-7306 [email protected]

Thomas Fisher

CFA®, CFP®, SVP / Senior Portfolio Manager

View Bio 805-560-3429 [email protected]

Administration

Amanda Hillas

VP / Senior Wealth Management Operations Specialist

805-564-0268 [email protected]

Jess Buchholz

VP / Trust Operations Manager

805-729-5363 [email protected]

Kellen Olson

Senior Trust Administrative Specialist

805-324-5802 [email protected]

Manita Hanson

AVP / Project Manager & Compliance Coordinator

805-560-3427 [email protected]

Tammy Kiesling

Trust Administrative Specialist

805-564-7304 [email protected]

Meet the Team