![Scott M. Estby](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 MB&T-IM specializes in equities, fixed income, exchange-traded funds, separately managed accounts, and mutual funds. Through the application of advanced quantitative and qualitative processes they deliver personalized strategies anchored in a client’s short-term and long-term objectives. | Gestore di Portafoglio-Azioni | 01/05/2002 |
Formazione di Scott M. Estby
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
15
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Montecito Bank & Trust (Invt Mgmt)
Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance MB&T-IM specializes in equities, fixed income, exchange-traded funds, separately managed accounts, and mutual funds. Through the application of advanced quantitative and qualitative processes they deliver personalized strategies anchored in a client’s short-term and long-term objectives. | Finance |
Florida Atlantic University
 Florida Atlantic University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
