Ricardo Calderon

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.

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.

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.

Founded in 1960, Pacific Capital Wealth Management Services is a wealth management firm located in Santa Barbara, California. The firm is a wholly-owned subsidiary and the lead bank of Pacific Capital Bancorp (NASDAQ: PCBC), a multi-bank holding company formed in 1982.