Scott M. Estby

Scott M. Estby

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

Finance
Consumer Services

Profile

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.

Scott M. Estby active positions

CompaniesPositionStart
Portfolio Manager-Equities 2002-04-30
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Training of Scott M. Estby

Florida Atlantic University Undergraduate Degree

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Private companies

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21

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2

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Private companies1

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