Scott M. Estby
Gestore di Portafoglio-Azioni presso Montecito Bank & Trust (Invt Mgmt)
Provenienza dei contatti di primo grado di Scott M. Estby
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
22
| Operating Division | Investment Managers | 22 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Scott M. Estby tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Masters Business Admin | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Northwest Investment Counselors LLC
 Northwest Investment Counselors LLC Investment ManagersFinance Northwest Investment Counselors LLC (Northwest) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded in 1998 by Mark E. Scarlett, Matthew J.N. Roehr. Northwest provides investment supervisory services to individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Investment Managers | Analyst-Equity | |
| PlanMember Services Corp. | Corporate Officer/Principal | ||
West Coast Financial LLC
 West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses. | Investment Managers | Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree | |
| Stanford University | College/University | Masters Business Admin | |
| Boston University | College/University | Graduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
Northern Trust of California, NA
 Northern Trust of California, NA Investment ManagersFinance Northern Trust of California, NA (NTC) is an investment management firm headquartered in Los Angeles, California. They are a subsidiary of Northern Trust Corp. (NASDAQ: NTRS). NTC provides investment solutions to individuals, families, and institutions. | Investment Managers | Portfolio Manager-Equities | |
| University of California, Los Angeles | College/University | Masters Business Admin | |
| Butler University | College/University | Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin | |
| San Diego State University | College/University | Graduate Degree | |
| California State University-Northridge | College/University | Graduate Degree | |
| Loyola Marymount University | College/University | Masters Business Admin Masters Business Admin | |
| Occidental College | College/University | Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Oregon | College/University | Undergraduate Degree | |
| Vassar College | College/University | Undergraduate Degree | |
| Westmont College | College/University | Undergraduate Degree | |
| Whittier College | College/University | Undergraduate Degree | |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal | |
Sansum Clinic
 Sansum Clinic Medical/Nursing ServicesHealth Services Sansum Clinic operates as a healthcare company. The firm offers urgent care, primary care, distinguished specialty centers, specialty care and support services. The company was founded by William David Sansum in 1921 and is headquartered in Santa Barbara, CA. | Medical/Nursing Services | Director/Board Member | |
| Loyola Law School | College/University | Graduate Degree | |
| University of California | College/University | Undergraduate Degree | |
| Università degli Studi di Roma Tor Vergata | College/University | Doctorate Degree | |
DM Management & Consulting SRL
 DM Management & Consulting SRL Miscellaneous Commercial ServicesCommercial Services DM Management & Consulting SRL provides management consulting services. The private company is based in Parma, Italy. The Italian company was founded in 2011 by Luca Romani, Stefano Massari. Stefano Massari has been the CEO since 2011. | Miscellaneous Commercial Services | Founder | |
WaCap - O Real Estate Debt Fund III Feeder LLC
 WaCap - O Real Estate Debt Fund III Feeder LLC Financial ConglomeratesFinance WaCap - O Real Estate Debt Fund III Feeder LLC provides investment services. The company is headquartered in Seattle, WA. | Financial Conglomerates | Director/Board Member | |
| The Santa Barbara Symphony Association | Director/Board Member | ||
| Haas School of Business | College/University | Corporate Officer/Principal | |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Head-Equity Investments | |
Sustainability Accounting Standards Board
 Sustainability Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services Sustainability Accounting Standards Board is a non-profit organization, which engages in the development and maintaining of robust reporting standards that enable businesses around the world to identify, manage, and communicate financially material sustainability information to their investors. Its market use include supporters, perspectives and case studies, SASB resources, SASB reporters, firm licensing SASB. The company was founded by Jean Rogers in 2011 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
| Crane Country Day School (California) | College/University | Corporate Officer/Principal | |
| Dream Foundation | Corporate Officer/Principal | ||
| City College of San Francisco | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Italia | 3 |
| Israele | 2 |
| Canada | 2 |
Settori
| Consumer Services | 25 |
| Finance | 18 |
| Commercial Services | 3 |
| Health Services | 2 |
Posizioni
| Corporate Officer/Principal | 22 |
| Portfolio Manager-Equities | 20 |
| Undergraduate Degree | 20 |
| Graduate Degree | 7 |
| Masters Business Admin | 6 |
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