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Scott M. Estby
Gestore di Portafoglio-Azioni presso Montecito Bank & Trust (Invt Mgmt)
Profilo
Mr. Scott M.
Estby, CFA, is a Vice President & Portfolio Manager at Montecito Bank & Trust.
He has over 20 years of investment management experience, including over 17 years with Montecito Bank & Trust.
He works with clients to understand and develop appropriate investment goals and constructs customized portfolios to help clients reach their goals.
In addition to helping private clients and local charitable organizations, he is also a co-manager of the bank’s own bond portfolio.
He graduated Magna Cum Laude with B.A.
in Business Administration and International Business degree from Florida Atlantic University.
He is a Chartered Financial Analyst.
Posizioni attive di Scott M. Estby
Società | Posizione | Inizio |
---|---|---|
Montecito Bank & Trust (Invt Mgmt)
![]() Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations. | Gestore di Portafoglio-Azioni | 01/05/2002 |
Formazione di Scott M. Estby
Florida Atlantic University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Montecito Bank & Trust (Invt Mgmt)
![]() Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations. | Finance |
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