Jeff Pittman

Portfolio Manager-Equities at Montecito Bank & Trust (Invt Mgmt)

Finance

Consumer Services

Profile

Mr. Jeff Pittman is an Executive Vice President & Director of Wealth Management at Montecito Bank & Trust.
He is a member of Montecito Bank & Trust's Executive Management team and is responsible for the Bank's Wealth Management business, including all investment management and fiduciary activities.
He has worked in financial services for over 30 years, serving in various positions in wealth management.
Prior to joining Montecito Bank & Trust, Mr. Pittman was Senior Vice President and Regional Director for Wells Fargo Private Bank.
He received his BA in Communications from The California State University, Long Beach and an MBA in Finance from Loyola Marymount University.
He is a Certified Financial Planner, a Certified Private Wealth Advisor and a Certified Investment Management Consultant.

Jeff Pittman active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	2011-10-31

All active positions of Jeff Pittman

Former positions of Jeff Pittman

Companies	Position	End
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO.	Corporate Officer/Principal	-

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Training of Jeff Pittman

Loyola Marymount University	Masters Business Admin
The California State University	Undergraduate Degree

Experiences
Positions held

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Connections

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Linked companies

Private companies	2
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
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO.	Finance