Jeff Pittman is the executive vice president, director of wealth management at Montecito Bank & Trust. In this role, he is responsible for the bank’s wealth management business including all investment management, fiduciary, and brokerage activities. He has been in financial services for more than 25 years, and was previously the senior vice president and regional director for the Wells Fargo Wealth Management Group.
A dedicated volunteer, Jeff is currently a member of the SBCC Foundation Board of Directors, also serving on both the Finance and Investment Committees. Prior to this, he was a member of the Board of Directors at Unity Shoppe in Santa Barbara.
Jeff received a bachelor’s degree in communications from California State University, Long Beach and an MBA in finance from Loyola Marymount University. He is also a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and a Certified Investment Management Consultant (CIMC®).
Jeff enjoys spending time with his family, and is passionate about fly fishing, snow skiing, and photography.
Author: Jessica Tade